Index | Before it becomes necessary | Data Location | Backup Hardware | Methods | The Process | Restoring | 
Entire series includes all in one page (except folder info)

Before it becomes necessary to restore...

You can make backing up and restoring a lot easier if you can first centralize your data files location.  Most data (should) reside in the My Documents folder, but much of it does not.

If you are setting up a new computer, it's the ideal time to make these changes.  Even if it's not new, you may want to do some housecleaning and rearranging.  Here a catch: Before you move any data, back it up! (Sorry.)

The My Documents folder

A central location for all data.

Not familiar with folders?  click here 

You will find subfolders within the My Documents folder such as My Pictures, My Music, etc., but we suggest taking My Documents subfolders a lot further.  For example: 

Other suggested My Document subfolders:

The introduction on multiple users on one computer further confused backing up and restoring because there are now multiple My Document folders.  Additionally depending on user rights, some My Document folders may not be accessible to other users, but more on that later. 


Centralizing your data (single computer)

If you are starting out with a new computer this process should be very easy.  As you setup each application, make sure you assign the My Documents as the default data location (by default they are.)  

Some Microsoft applications allow you to set the location for your data files.  

Word; look in Tools > Options > File Locations (TAB).  If it is not set to My Documents, click the Modify button then select the My Documents folder.

Excel; Tools > Options > General (TAB) but unlike Word where you can browse for and select the folder, you'll have to manually type in the folder name.  

PowerPoint; Tools > Options > Save (TAB) again you must manually type in the folder name.  See our hint-> 

Non-Microsoft applications, look for an Options or a Preferences menu.

 

Hint:  The Windows Explorer allows you to see and copy the full address which could then be pasted as needed.
Can't see the address? Click here for that setting.


The My Documents concept is great but even Microsoft does not use the concept to it's full advantage.  

Applications such as Outlook, Outlook Express and others hide the data in a deep folder somewhere on the drive:  

Outlook's PST data file

Depending on the version, how it was setup and the (options selected), Microsoft Outlook will store all data in one "PST" file.  This typically resides under your personal folders, e.g., C:\Documents and Settings\username\Application Data\Microsoft\Outlook...  

The easiest way to move the Outlook data is to search the computer for "*.PST" and when found, right click and "cut" the file.  Open the My Documents folder then right click a blank area then "paste." 

Warning: "Cutting a file" can have disastrous results if you intended to, but fail to "paste" it someplace or the computer shuts down before you paste the file.  It is safer to copy the file then go back and delete the original file.

The next time you open Outlook you will receive a message that the PST file is missing.  

  • You are then prompted to Create a new PST or locate and open the existing PST file. 
  • Click on the look-in field and from the list, select the My Documents folder.
  • There you should see the PST file.  Double click to finish the process.

Outlook Express

You are pretty much stuck with the "identities" folder stuck way down in ...\Documents and Settings\username\Identities...  

Simple Microsoft Access databases 

Can be moved nearly anywhere you want assuming: they are standalone databases, they do not rely on attached tables and/or they will allow you to "locate" the attached tables file.  Check with the manufacturer of the front-end software before trying to move Access data files.

Non-Microsoft applications

QuickBooks and Quicken will use their own folder such as C:\Program Files\Intuit\QuickBooks Pro\.  In this case you can move the data file(s) from their original location to the My Documents folder and when you use the application you will need to "open a company."  When prompted, browse to the My Documents folder using the Look-in field previously mentioned.  Be careful to move only the QB data file(s)!

Other accounting applications and databases may have hard-written the data location during the initial setup process and changing that location may be difficult if not impossible.  In some cases, having the data in a non-standard folder such as My Documents may even require you to purchase a multi-user license and/or a network version (even if you want the data on the same computer.)


Specialty and proprietary software will likely require a phone call to support. 

Although somewhat esoteric; ArcMap, CAD and other applications may store data in their own folder under Program Files and/or just off the root (C:\) which may not be movable.


Skip to data Locations now if you do not have a server.  Although small businesses should read this...

Centralizing your data on a Server

Related information: Doing your own networking?  Click here.

Running a network with more than just a couple computers?  You should really consider setting up a server!  Contrary to what you may think, (small business) server hardware is inexpensive but when researching a server, be aware the price shown may be without the operating system.  A little information on servers:

Concurrent Server

Many small businesses run a peer-to-peer (P2P) network which shares files and printers between all individual computers.  Whereas "computer A" can access and change files on "computer B" (and visa versa.)  In this situation, if computer "B" is used to store data and is used by someone to run applications, it is considered a concurrent server.

The problem with a concurrent server is they can be slow.  Not only to the person using it but also to the rest of the network.  This is especially true when the concurrent server is running data intensive data queries, printing, accessing the floppy drive, burning a CD, etc.  

Another potentially destructive aspect of a concurrent server is; if the user of the concurrent server reboots while someone elsewhere on the network has file(s) open, those file(s) could become corrupt!  An especially bad situation with accounting packages and databases.  Although this issue could also occur if a dedicated server is rebooted, the need to reboot a dedicated server is far less frequent.

Dedicated Server

To avoid network slowdowns and corrupt files, install a separate PC on the network.  Move all data files to that computer and do not use it as a workstation.  Notice we said install a "PC"; a plain, no frills computer will work fine as a server for a small network of a few machines.  

For a network with less than 10 computers; the ideal machine is a XP Professional machine.  Ideally the server will have a separate physical drive for the data.  You can if you want, take a server to a higher level of protection by having multiple drives: One for the operating system and the others as RAID data drives.  Want the technical information on RAID? Click here.

If however you have a network with more than about 10 computers you almost have to consider a dedicated server true server software.  But be aware: Server software is expensive and is sold by (and limited to) a specific number of users that will connect.  Windows Small Business Server 2003, 5 user for example is slightly over $1,200 and that's just the software!

In either case, concurrent or dedicated

The server should have a separate physical drive(s) for the data and on that drive you will create folders.  There should be at least one common folder for shared files of which all users are allowed to access.  

Far too involved to discuss here but you may also consider setting up private folders for each user.  Making these folders available to only the Administrator, Backup Administrator and the specific user.  

You should reassign each computer's My Documents folder to be on the server.  

This is easily done by right clicking the My Documents icon, selecting Properties then click the Move button.  

After clicking the Move button, click the plus sign next to Network Neighborhood (or Places) > the server > the server's data drive and finally the folder in which you want to store that users My Documents folder.

Note: We suggest making folders on the server ahead of time.  

Examples: As viewed across the network: \\server\mydocs\steve, \\server\mydocs\kelly, etc. Viewing these directly from the server would appear like d:\mydocs\steve and d:\mydocs\kelly.  Click here for more on server addresses.

Continue to: Data Locations