backing up your wordpress website – it’s not optional

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r3df.com lumostech.training Rick Radko Backing up your WordPress website" WordCamp Montreal Aug 16 th , 2014 – It’s not optional

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Page 1: Backing up your WordPress website – it’s not optional

r3df.com lumostech.training

Rick Radko

“Backing up your WordPress website"

WordCamp Montreal Aug 16th, 2014

– It’s not optional

Page 2: Backing up your WordPress website – it’s not optional

© 2014 Rick Radko, r3df.com

Topics in this presentation

We will consider the questions: Why back up? What to back up? When to back up? Where to back up? How to back up? Slides: http://www.slideshare.net/r3df

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A little bit about me

Rick Radko – R-Cubed Design Forge: r3df.com Software, website and app designer/developer,

trainer, speaker. Creating custom web sites since 1996, and

WordPress sites since 2008. WordPress enthusiast. Lead organizer of: WordCamp Ottawa 2013, 2014,

and The Ottawa WordPress Group.

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Page 4: Backing up your WordPress website – it’s not optional

© 2014 Rick Radko, r3df.com

Why back up?

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Why back up?

If you lost your WordPress site, how long would it take you to rebuild? a) Weeks? b) Days? c) Hours? d) Minutes – because I have reliable backup.

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Reconstructing a site without a backup

Even small sites take significant effort to rebuild: Reinstalling & reconfiguring: WordPress. Plugins. The theme (customizations?).

Recovering content: Google or Bing search may have cached copies of

sites. -> Get them immediately! A lot of cut and paste and editing work. Re-uploading images.

Rebuilds cost: $$ and lost uptime. 5

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Reasons you need a backup

Hardware failures: Disk drives fail.

Accidental deletions & damage: Who makes mistakes? - Everybody!

One of the makers of Backup Buddy talks about both of these issues happening to him, in this talk: http://wordpress.tv/2011/01/29/matt-danner-why-

you-need-a-wordpress-backup/

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More reasons you need a backup

Hacking/Malware/Virus: Can completely trash a site. May have all your files deleted. Could have every single file altered. Over 1000 files in an empty WordPress install. 2-5000 files in typical small active sites.

Updates: Bugs Incompatibility Update fails to complete

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© 2014 Rick Radko, r3df.com

What to back up?

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© 2014 Rick Radko, r3df.com

What to back up?

2 things are needed to completely back up a WordPress website: 1. A copy of the database - Which stores: All of your site content. Settings and config for WordPress, plugins and

themes. 2. A copy of the files: WordPress files, plugin files, theme files Could be re-installed - but takes a lot of effort!

Most important: UPLOADS!!! wp-content folder - images & other added data

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© 2014 Rick Radko, r3df.com

Database only back ups

If don’t do any file or media uploads*, then only your database is changing and you can: Back up your database regularly. Typically a small backup compared to files.

Only back up your files when they change. After updates for example. Typically a much larger backup.

Each database backup will pair with the last file backup, until changes are made to the files.

* Embeds (Youtube etc.) are not uploads. 10

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© 2014 Rick Radko, r3df.com

Partial back ups

Some back-up systems will let you take a ”partial” or “incremental” backup. Only saves the changes since the last backup. Reduces data to save. Increases restore complexity. Higher risk of a corrupted backup.

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© 2014 Rick Radko, r3df.com

When to back up?

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When to back up?

For regular backups consider: The amount of data being added routinely: Your posting frequency. Visitor contribution frequency.

How critical your site is. How big the site is. (Amount of data that needs to

be moved and stored)

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When to back up continued?

Extra backups for: Significant change. WordPress, plugin or theme updates. Site overhaul or new content launch.

Plan for the unexpected.

Whether you back up daily, weekly or monthly depends on your data change and how much you are willing to loose…

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Where to back up?

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Where to back up

Off of your server! A file on your server, does not help with most of the

issues mentioned for needing a backup. A file on your server could be a security issue.

Other points: Off site (not in the same location as the server). Keeping 2 or 3 separate copies is recommended. Backup history – a period of older copies. Week of daily backups + 2 monthly backups.

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Getting it off the server

A while ago backup systems could email you a backup, but backups are generally too big now: A complete backup of an empty WordPress install

is about 6 MB, average sites can be 15-40 MB, large sites in the 100’s of MB.

Too big for most emails. Gmail will take up to 25 MB attachments, (if your

system will send it) but a lot of backups are even bigger than that.

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© 2014 Rick Radko, r3df.com

FTP it off the server

FTP is an option, but you need a place to FTP to: A common idea is to use another hosting account

somewhere. Most shared hosting does not allow data storage on

their servers (read the fine print in your TOS). Some hosting services offer storage, expensive

unless you have volume. (large corporation)

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Send it to the cloud

Many plugins will let you store your backups on one of the many cloud services. Amazon S3 Dropbox Google Drive +More

This is a reasonable option for most sites. Cloud storage fees are quite low. Off site.

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How much does the cloud cost?

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Backup compromises

Ultimately the decision of : what when where to backup your site will involve assessments of risk and possibly compromises.

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How to back up?

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How to back up

Lets look at some tools/methods to do backups. I’ve grouped them into 4 rough categories: Manual backups Backup plugins Backup services Site managers

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Manual backups

Hosting control panel Most hosting control panels offer a backup option. Usually not automated. May not be very granular. (entire account only)

You likely will also be able to backup by: Compressing (zip/archive) your files into an archive. Dumping (exporting ) your MySQL database.

(phpMyAdmin, and other tools) FTPing the files off the server.

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Manual backups continued

The archive and SQL dump - pros: Very granular – any site/part of a site you want. Very reliable, .zip + sql dump is very portable, no

special software/tools needed to restore.

Tip: Including the date, 2014-08-16, in the names of

both the .zip and .sql files, helps keep backup files together.

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Manual backups continued again

The archive and SQL dump - cons: Need some knowledge: Database imports/exports. Some GUI tools: phpMyAdmin.

How to archive/un-archive (compress, .zip, gzip etc.) Comfortable with file systems on the server – often

Linux. Need additional scripts for site migration. Simple "search and replace" does not take into

account serialized data. No automated backups. (unless you script it)

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Making sure it happens

Regular backups, daily, weekly or monthly, should be automated, or they will not happen regularly. It’s not a fun task! We forget, or “don’t

have time”

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© 2014 Rick Radko, r3df.com

Back up plugins

There are a lot of choices in plugins for back up. Many are free. (wordpress.org) Some are paid.

Key features to look for: Automated/scheduled backups. A must if you want reliable backups.

Manual backups (on demand) using the same settings as your automated backups. A recommended feature.

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Plugin features continued

File/directory exclusions. You may have some files you don’t want backed up.

Allows backing up database only, files only or both. Flexibility in your backup strategy.

Schedule multiple back ups on different timings. Offers choice of backup locations: Backups to cloud: Dropbox, Amazon, Rackspace, Google Drive, Others?

FTP to other servers/computers Email

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Restore and migration features

Restore features: No install restores. Don’t need WordPress installed. May need a supporting script.

Malware scans. Database optimization/repair.

Site migration: Important only if you want to move your site to a

new domain.

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Multisite issues

If you have multisite enabled, consider whether the backup plugin can: Backup sites individually? Backup a sub-network?

Restore sites individually? Restore a sub-network?

Migrate a single multisite site to/from a single site install?

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Some plugins (no order, or recommendation given)

BackUpWordPress http://wordpress.org/extend/plugins/backupwordpress/

BackWPup (has $ version too) http://wordpress.org/extend/plugins/backwpup/

WP Time Machine http://wordpress.org/extend/plugins/wp-time-machine/

WordPress Backup to Dropbox http://wordpress.org/extend/plugins/wordpress-backup-to-dropbox/

BackupBuddy - $ http://ithemes.com/purchase/backupbuddy/

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Back up services

When considering a service: Most of the same features as for plugins need to

be considered. One item that stands out is: Where are they storing your files? Secure – encrypted?

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More on back up services

Unlike plugins: Most of the services cost. But they include storage.

Threat and malware scanners are common in the services.

Some offer incremental backups. Only backup what has changed instead of the whole

site. Most don’t store files on your server.

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A couple of services (no order, or recommendation given)

VaultPress From the people who make WordPress Starts at $15/month http://vaultpress.com/

BlogVault Starts at $9/month http://blogvault.net/

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Site managers

Manage multiple WordPress sites from one central admin panel. Offer a bunch of features for managing sites: Remote updates Add plugins themes Bulk postings Site analysis Backups

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Two site managers (no order, or recommendation given)

InfiniteWP Download core software - free Add-on options for many features - $ Backups to cloud http://infinitewp.com/

ManageWP Online service – limited account – free Full account - $ Backups to cloud http://managewp.com/

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Test your backup flow!

Test your backups! Backups only work if you can restore! Back up a test site and try restoring it.

Make sure that automated back-ups are actually running.

Periodically check that you can restore your backups.

Try new backup plugins on a test site, not your live sites.

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© 2014 Rick Radko, r3df.com

Automated backups and cron

To automate backups, plugins need something to tell them to run, cron does that.

Unix/Linux Cron: Runs at set time, or on regular intervals based on

the server clock. Reliable. Not easy to use. Set using Unix/Linux commands.

Most backup plugins use "WordPress cron", not the server cron.

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WordPress cron – not the same!

WordPress cron: Triggered by visits to your site, NOT a clock! Every time someone visits your site, WordPress cron

checks to see if there were things scheduled to run between the last visit and the current time.

If you set a WordPress cron job for 1am, it won’t happen until the next visitor, that could be hours later.

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© 2014 Rick Radko, r3df.com

One final note on backups

Backup is often not spelled correctly, a bit of Googling reveals that: The verb form is back up in two words, whereas the noun is backup. Did you back up the hard drive? Where did you put the backup?

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Contact

Rick Radko email: [email protected] twitter: @r3designforge

Websites: r3df.com lumostech.training

Slides at: www.slideshare.net/r3df

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