IP Library Granted Patent US 8,260,750
Granted Patent B1
US 8,260,750 · App. 12/725,191 · Granted Sep 4, 2012

Intelligent backup escalation system

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Quick Facts
Patent No.
US 8,260,750
App. No.
12/725,191
Granted
Sep 4, 2012
Kind
B1
Abstract

This disclosure describes systems and methods for programmatically determining whether to perform full or partial backups. In some implementations, functionality is provided for intelligently escalating to a full backup based on one or more user-supplied escalation parameters. The escalation parameters can include a threshold of data change between backup files, which if exceeded, can result in escalation to a full backup. The escalation parameters can also include time parameters, computing resource consumption parameters, and other features that can govern full backup escalation. Additional features of the systems and methods described herein can include automatic adjustment of escalation parameters, multi-leveled backup set validation, and intelligent backup file cleanup.

Claims (40)

1. A method of managing a backup of a data store, the method comprising:

by a computer system comprising computer hardware:

receiving user-supplied parameters for determining whether to initiate a full backup of a data store instead of a partial backup of the data store, the user-supplied parameters comprising a data change threshold and a time threshold;

performing a first full backup of the data store;

performing a first partial backup of the data store subsequent to performing the first full backup of the data store;

monitoring the data store according to the user-supplied parameters, said monitoring comprising:

determining whether an amount of data change in the data store satisfies the data change threshold, wherein said determining comprises counting modifications of data in the data store toward the data change threshold while not counting additions of data to the data store toward the data change threshold, the modifications of data comprising changes to existing data in the data store and the additions of data comprising new data added to the data store, and

determining whether a period of time since the first full backup occurred satisfies the time threshold;

performing a second full backup instead of a second partial backup in response to the data change threshold being satisfied; and

if neither the data change threshold nor the time threshold are satisfied, performing the second partial backup of the data store.

2. The method of claim 1 , further comprising automatically adjusting one or both of the data change threshold and the time threshold based at least in part on an analysis of a backup history corresponding to the data store.

3. The method of claim 1 , further comprising validating a backup set comprising the first full backup and the first partial backup, said validating comprising performing one or more of the following:

determining whether a file corresponding to the first full backup can be located;

determining whether the file corresponding to the first full backup and a file corresponding to the first partial backup properly reference each other; and

determining whether the files corresponding to the first full backup and the first partial backup are corrupted.

4. The method of claim 1 , further comprising automatically deleting one or more backup files only if the one or more backup files do not depend on another backup file that is not being deleted.

5. The method of claim 1 , wherein the partial backup is selected from the group consisting of a differential backup and an incremental backup.

6. An intelligent backup system for managing a backup of a data store, the system comprising:

a computer system comprising computer hardware, the computer system programmed to implement:

a backup module configured to perform a full backup of a data store and a partial backup of the data store, the full and partial backups at least partially constituting a backup set for the data store;

a control console configured to provide a user interface comprising functionality for a user to supply one or more escalation parameters, the one or more escalation parameters comprising a data change threshold; and

a backup agent in communication with the data store, the backup agent comprising an escalation module configured to:

monitor the data store according to the one or more escalation parameters by at least determining whether an amount of data change in the data store satisfies the data change threshold, wherein said determining comprises counting modifications of data in the data store toward the data change threshold while not counting additions of data to the data store toward the data change threshold, the modifications of data comprising changes to existing data in the data store and the additions of data comprising new data added to the data store, and

automatically trigger the backup module to start a second backup set in response to determining that the one or more escalation parameters have been satisfied.

7. The system of claim 6 , wherein the user interface provides further functionality for the user to specify one or more blackout days in which a second full backup cannot be performed.

8. The system of claim 6 , wherein the escalation module is further configured to trigger the backup module to start the second backup set in response to determining that a number of files threshold has been satisfied.

9. The system of claim 6 , wherein the one or more escalation parameters further comprise one or more of a time threshold, and a number of files threshold.

10. A non-transitory computer-readable storage medium comprising computer-executable program instructions configured to implement, in one or more processors, a method of managing a data store, the method comprising:

performing a first full backup of a data store;

performing a first partial backup of the data store;

programmatically monitoring an amount of change with respect to the first partial backup;

determining whether the amount of change satisfies a threshold, wherein said determining comprises counting modifications of data in the data store toward the threshold while not counting additions of data to the data store toward the threshold, the modifications of data comprising changes to existing data in the data store and the additions of data comprising new data added to the data store;

automatically performing a second full backup in response to determining that the amount of change satisfies the threshold; and

performing a second partial backup in response to determining that the amount of change does not satisfy the threshold.

11. The non-transitory computer-readable storage medium of claim 10 , wherein said determining whether the amount of change satisfies the threshold comprises determining whether an amount of time to perform the first partial backup satisfies the threshold.

12. The non-transitory computer-readable storage medium of claim 10 , wherein said determining whether the amount of change satisfies the threshold comprises determining whether computing resource consumption associated with the first partial backup satisfies the threshold.

13. The non-transitory computer-readable storage medium of claim 10 , wherein the method further comprises programmatically determining a value of the threshold based at least in part on one or more characteristics of the data store.

14. The non-transitory computer-readable storage medium of claim 10 , wherein the method further comprises automatically adjusting the threshold based at least in part on an analysis of a backup history of the data store.

15. The non-transitory computer-readable storage medium of claim 10 , wherein said programmatically monitoring the amount of change comprises determining a difference in size between the first full backup and the first partial backup.

16. The non-transitory computer-readable storage medium of claim 15 , wherein said determining the difference in size is performed in response to failing to determine a quantity of storage units changed since a previous full backup.

Assignments (27)
RELEASE OF SECURITY INTEREST Recorded Nov 19, 2025
From: MORGAN STANLEY SENIOR FUNDING, INC.
To: QUEST SOFTWARE INC.; ANALYTIX DATA SERVICES INC.; BINARYTREE.COM LLC; ERWIN, INC.
Reel/Frame 073606/0001 →
RELEASE OF SECURITY INTEREST Recorded Nov 18, 2025
From: GOLDMAN SACHS BANK USA, AS COLLATERAL AGENT
To: QUEST SOFTWARE INC.; ANALYTIX DATA SERVICES INC.; BINARYTREE.COM LLC; ERWIN, INC.
Reel/Frame 073613/0326 →
SECURITY INTEREST Recorded Jun 8, 2025
From: QUEST SOFTWARE INC.; ANALYTIX DATA SERVICES INC.; ERWIN, INC.
To: ALTER DOMUS (US) LLC
Reel/Frame 071527/0649 →
SECURITY INTEREST Recorded Jun 8, 2025
From: QUEST SOFTWARE INC.; ANALYTIX DATA SERVICES INC.; ERWIN, INC.
To: ALTER DOMUS (US) LLC
Reel/Frame 071527/0001 →
RELEASE OF FIRST LIEN SECURITY INTEREST IN PATENTS Recorded Feb 2, 2022
From: CREDIT SUISSE AG, CAYMAN ISLANDS BRANCH, AS COLLATERAL AGENT
To: QUEST SOFTWARE INC.
Reel/Frame 059105/0479 →
FIRST LIEN INTELLECTUAL PROPERTY SECURITY AGREEMENT Recorded Feb 2, 2022
From: QUEST SOFTWARE INC.; ANALYTIX DATA SERVICES INC.; BINARYTREE.COM LLC; ERWIN, INC.; ONE IDENTITY LLC; ONELOGIN, INC.; ONE IDENTITY SOFTWARE INTERNATIONAL DESIGNATED ACTIVITY COMPANY
To: GOLDMAN SACHS BANK USA
Reel/Frame 058945/0778 →
SECOND LIEN INTELLECTUAL PROPERTY SECURITY AGREEMENT Recorded Feb 2, 2022
From: QUEST SOFTWARE INC.; ANALYTIX DATA SERVICES INC.; BINARYTREE.COM LLC; ERWIN, INC.; ONE IDENTITY LLC; ONELOGIN, INC.; ONE IDENTITY SOFTWARE INTERNATIONAL DESIGNATED ACTIVITY COMPANY
To: MORGAN STANLEY SENIOR FUNDING, INC.
Reel/Frame 058952/0279 →
RELEASE OF SECOND LIEN SECURITY INTEREST IN PATENTS Recorded Feb 2, 2022
From: CREDIT SUISSE AG, CAYMAN ISLANDS BRANCH, AS COLLATERAL AGENT
To: QUEST SOFTWARE INC.
Reel/Frame 059096/0683 →
FIRST LIEN PATENT SECURITY AGREEMENT Recorded Jun 7, 2018
From: QUEST SOFTWARE INC.
To: CREDIT SUISSE AG, CAYMAN ISLANDS BRANCH, AS COLLATERAL AGENT
Reel/Frame 046327/0347 →
SECOND LIEN PATENT SECURITY AGREEMENT Recorded Jun 7, 2018
From: QUEST SOFTWARE INC.
To: CREDIT SUISSE AG, CAYMAN ISLANDS BRANCH, AS COLLATERAL AGENT
Reel/Frame 046327/0486 →
RELEASE OF FIRST LIEN SECURITY INTEREST IN PATENTS RECORDED AT R/F 040581/0850 Recorded May 22, 2018
From: CREDIT SUISSE AG, CAYMAN ISLANDS BRANCH, AS COLLATERAL AGENT
To: QUEST SOFTWARE INC. (F/K/A DELL SOFTWARE INC.); AVENTAIL LLC
Reel/Frame 046211/0735 →
CHANGE OF NAME Recorded Dec 6, 2017
From: DELL SOFTWARE INC.
To: QUEST SOFTWARE INC.
Reel/Frame 044800/0848 →
CORRECTIVE ASSIGNMENT TO CORRECT THE ASSIGNEE PREVIOUSLY RECORDED AT REEL: 040587 FRAME: 0624. ASSIGNOR(S) HEREBY CONFIRMS THE ASSIGNMENT. Recorded Nov 28, 2017
From: CREDIT SUISSE AG, CAYMAN ISLANDS BRANCH
To: QUEST SOFTWARE INC. (F/K/A DELL SOFTWARE INC.); AVENTAIL LLC
Reel/Frame 044811/0598 →
SECOND LIEN PATENT SECURITY AGREEMENT Recorded Nov 10, 2016
From: DELL SOFTWARE INC.
To: CREDIT SUISSE AG, CAYMAN ISLANDS BRANCH, AS COLLATERAL AGENT
Reel/Frame 040587/0624 →
FIRST LIEN PATENT SECURITY AGREEMENT Recorded Nov 9, 2016
From: DELL SOFTWARE INC.
To: CREDIT SUISSE AG, CAYMAN ISLANDS BRANCH, AS COLLATERAL AGENT
Reel/Frame 040581/0850 →
RELEASE OF SECURITY INTEREST Recorded Oct 31, 2016
From: CREDIT SUISSE AG, CAYMAN ISLANDS BRANCH
To: AVENTAIL LLC; DELL PRODUCTS, L.P.; DELL SOFTWARE INC.
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RELEASE OF SECURITY INTEREST IN CERTAIN PATENTS PREVIOUSLY RECORDED AT REEL/FRAME (040039/0642) Recorded Oct 31, 2016
From: THE BANK OF NEW YORK MELLON TRUST COMPANY, N.A.
To: AVENTAIL LLC; DELL PRODUCTS L.P.; DELL SOFTWARE INC.
Reel/Frame 040521/0016 →
SECURITY AGREEMENT Recorded Sep 14, 2016
From: AVENTAIL LLC; DELL PRODUCTS, L.P.; DELL SOFTWARE INC.
To: CREDIT SUISSE AG, CAYMAN ISLANDS BRANCH, AS COLLATERAL AGENT
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RELEASE OF SECURITY INTEREST Recorded Sep 14, 2016
From: BANK OF NEW YORK MELLON TRUST COMPANY, N.A., AS COLLATERAL AGENT
To: DELL MARKETING L.P.; ASAP SOFTWARE EXPRESS, INC.; APPASSURE SOFTWARE, INC.; COMPELLENT TECHNOLOGIES, INC.; CREDANT TECHNOLOGIES, INC.; DELL INC.; DELL PRODUCTS L.P.; DELL USA L.P.; DELL SOFTWARE INC.; FORCE10 NETWORKS, INC.; PEROT SYSTEMS CORPORATION; SECUREWORKS, INC.; WYSE TECHNOLOGY L.L.C.
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RELEASE OF SECURITY INTEREST Recorded Sep 14, 2016
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To: DELL SOFTWARE INC.; FORCE10 NETWORKS, INC.; DELL MARKETING L.P.; ASAP SOFTWARE EXPRESS, INC.; APPASSURE SOFTWARE, INC.; COMPELLENT TECHNOLOGIES, INC.; CREDANT TECHNOLOGIES, INC.; DELL INC.; DELL PRODUCTS L.P.; DELL USA L.P.; PEROT SYSTEMS CORPORATION; SECUREWORKS, INC.; WYSE TECHNOLOGY L.L.C.
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SECURITY AGREEMENT Recorded Sep 14, 2016
From: AVENTAIL LLC; DELL PRODUCTS L.P.; DELL SOFTWARE INC.
To: THE BANK OF NEW YORK MELLON TRUST COMPANY, N.A., AS NOTES COLLATERAL AGENT
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RELEASE OF SECURITY INTEREST Recorded Sep 13, 2016
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To: DELL MARKETING L.P.; ASAP SOFTWARE EXPRESS, INC.; APPASSURE SOFTWARE, INC.; COMPELLANT TECHNOLOGIES, INC.; CREDANT TECHNOLOGIES, INC.; DELL INC.; DELL PRODUCTS L.P.; DELL USA L.P.; DELL SOFTWARE INC.; FORCE10 NETWORKS, INC.; PEROT SYSTEMS CORPORATION; SECUREWORKS, INC.; WYSE TECHNOLOGY L.L.C.
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PATENT SECURITY AGREEMENT (TERM LOAN) Recorded Jan 2, 2014
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PATENT SECURITY AGREEMENT (ABL) Recorded Jan 2, 2014
From: DELL INC.; APPASSURE SOFTWARE, INC.; ASAP SOFTWARE EXPRESS, INC.; BOOMI, INC.; COMPELLENT TECHNOLOGIES, INC.; CREDANT TECHNOLOGIES, INC.; DELL MARKETING L.P.; DELL PRODUCTS L.P.; DELL SOFTWARE INC.; DELL USA L.P.; FORCE10 NETWORKS, INC.; GALE TECHNOLOGIES, INC.; PEROT SYSTEMS CORPORATION; SECUREWORKS, INC.; WYSE TECHNOLOGY L.L.C.
To: BANK OF AMERICA, N.A., AS ADMINISTRATIVE AGENT
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PATENT SECURITY AGREEMENT (NOTES) Recorded Jan 2, 2014
From: APPASSURE SOFTWARE, INC.; ASAP SOFTWARE EXPRESS, INC.; BOOMI, INC.; COMPELLENT TECHNOLOGIES, INC.; CREDANT TECHNOLOGIES, INC.; DELL INC.; DELL MARKETING L.P.; DELL PRODUCTS L.P.; DELL SOFTWARE INC.; DELL USA L.P.; FORCE10 NETWORKS, INC.; GALE TECHNOLOGIES, INC.; PEROT SYSTEMS CORPORATION; SECUREWORKS, INC.; WYSE TECHNOLOGY L.L.C.
To: BANK OF NEW YORK MELLON TRUST COMPANY, N.A., AS FIRST LIEN COLLATERAL AGENT
Reel/Frame 031897/0348 →
CHANGE OF NAME Recorded Aug 20, 2013
From: QUEST SOFTWARE, INC.
To: DELL SOFTWARE INC.
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RELEASE OF SECURITY INTEREST IN PATENT COLLATERAL Recorded Sep 28, 2012
From: WELLS FARGO CAPITAL FINANCE, LLC (FORMERLY KNOWN AS WELLS FARGO FOOTHILL, LLC)
To: QUEST SOFTWARE, INC.; AELITA SOFTWARE CORPORATION; SCRIPTLOGIC CORPORATION; VIZIONCORE, INC.; NETPRO COMPUTING, INC.
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