Merge branch 'main' into blog-incrementals-pt1

website/blog/2023-4-1-incrementals-pt1.md

@@ -0,0 +1,140 @@
+---
+slug: incremental-backups-pt1
+title: "Speeding up Microsoft 365 backups with delta tokens"
+description: "Recent additions to Corso have reduced the duration of backups after the
+first backup by taking advantage of Microsoft’s delta query API. Doing so allows
+Corso to retrieve only the changes to the user’s data since the last backup
+instead of having to retrieve all items with the Graph API. However,
+implementing backups in this manner required us to play a few tricks with the
+Corso implementation, so we thought we’d share them here."
+authors: amartinez
+tags: [corso, microsoft 365, backups]
+date: 2023-4-1
+image: ./images/incremental-encoder.jpg
+---
+<!-- vale Vale.Spelling = NO -->
+
+![By © Raimond Spekking / CC BY-SA 4.0 (via Wikimedia Commons), CC BY-SA 4.0, https://commons.wikimedia.org/w/index.php?curid=75914553](./images/incremental-encoder.jpg)
+<!-- vale Vale.Spelling = YES -->
+
+Full Microsoft 365 backups can take a long time, especially since Microsoft
+throttles the number of requests an application can make in a given window of
+time. Recent additions to Corso have reduced the duration of backups after the
+first backup by taking advantage of Microsoft’s delta query API. Doing so allows
+Corso to retrieve only the changes to the user’s data since the last backup
+instead of having to retrieve all items with the Graph API. However,
+implementing backups in this manner required us to play a few tricks with the
+Corso implementation, so we thought we’d share them here.
+
+<!-- truncate -->
+
+## Background
+
+Before we dive into the details of how incremental backups work, it’s useful to
+have some knowledge of how delta queries work in the Microsoft Graph API and how
+data is laid out in Corso backups.
+
+### Microsoft delta queries
+
+Microsoft provides a delta query API that allows developers to get only the
+changes to the endpoint since the last query was made. The API represents the
+idea of the “last query” with an opaque token that's returned when the set of
+items is done being listed. For example, if a developer wants to get a delta
+token for a specific email folder, the developer would first list all the items
+in the folder using the delta endpoint. On the final page of item results from
+the endpoint, the Graph API would return a token that could be used to retrieve
+future updates.
+
+All returned tokens represent a point in time and are independent from each
+other. This means that getting token a1 at time t1, making some changes, and
+then getting another token a2 at time t2 would give distinct tokens. Requesting
+the changes from token a1 would always give the changes made after time t1
+including those after time t2. Requesting changes from token a2 would give only
+the changes made after time t2. Tokens eventually expire though, so waiting a
+long time between backups (e.x. weeks) may cause all items to be enumerated
+again.
+
+## Corso full backups, incremental backups, and backup layout
+
+Before we get into the nuts and bolts of how Corso uses the Microsoft delta
+query API, it’s important to first define what’s in a backup and the terminology
+we’ll be using throughout this post.
+
+### Backup layout
+
+Internally, a single Corso backup consists of three main parts: a kopia manifest
+that Corso uses as the root object of the backup (BackupModel), a kopia snapshot
+of indexing information for Corso, and a kopia snapshot of the item data in the
+backup. The BackupModel contains summary information about the status of the
+backup (did it have errors, how many items did it backup, etc) and pointers to
+the two snapshots that contain information.
+
+The snapshot with indexing information contains the data output during a
+`corso backup details` command and is used to filter the set of restored items
+during restore commands. The snapshot contains one entry for every backed up
+M365 item in the backup.
+
+The snapshot of item data contains the raw bytes that Corso backed up from M365.
+Internally, Corso uses a file hierarchy in kopia that closely mirrors the layout
+of the data in M365. For example, if the user has a file in the OneDrive folder
+`work/important` then Corso creates a kopia path
+`<tenant ID>/onedrive/<user ID>/files/<drive ID>/root/work/important` for that
+file.
+
+Corso also stores a few extra bits of metadata to help with incremental backups.
+Most importantly, it stores the Graph API’s delta tokens retrieved during the
+backup process as well as a mapping relating the current M365 folder IDs to
+their paths. This information is stored with different path prefixes (ex. uses
+`onedriveMetadata` instead of `onedrive`) to make it straightforward to separate out from
+backed up item data.
+
+### Terminology
+
+*Full backups* are backups where all of the data being backed up is fetched from
+M365 with the Graph API. These backups may take a long time to complete (we’ve
+seen backups that run for 20+ hours) due to throttling imposed by Microsoft 365.
+For the purposes of this blog, *incremental backups* are backups where Corso
+fetches only a subset of items from M365. Ideally Corso would fetch only the
+items that change, though there may be reasons it needs to fetch more data.
+
+Whether Corso does a full backup or an incremental backup, the resulting Corso
+backup has a listing of all items stored in M365 (what we refer to as *indexing
+information*). This means there’s no “chaining” between backups and restoring an
+item from a backup requires only accessing information contained in or
+referenced directly by the backup passed in to the restore command. This makes
+backups independent from each other once they’ve been created, so we’ll refer to
+them as *independent backups* for the rest of this post.
+
+Both independent backups and chained backups have the same information. Having
+independent backups generally creates more complexity when making a new backup
+while chained backups generally have more complexity during restore and backup
+deletion. Independent backups have more complexity when creating the backup as
+indexing information and item data references for deduplicated data may need to
+be sourced from previous backups. Chained backups have more complex restore as
+multiple backups may need to be searched for the item being restored. They also
+have more complex backup deletion as an item’s data can only be deleted if no
+backups in any chain refer to it. The figure below gives a high-level overview
+of the differences between independent backups and chained backups.
+
+![an image of an independent backup](./images/independent_backups.png)
+*both images below show how data would be stored if the user backed up two files on their first backup and then made a*
+*new file and updated file1 before taking a second backup*
+![an image of a chained backup](./images/chained_backups.png)
+
+Although having a full listing of all items present at the time of the backup in
+each backups sounds wasteful, Corso takes advantage of the data deduplication
+provided by kopia to only store one copy of the underlying data for backed up
+items. What this really means is each Corso backup has a complete set of
+*indexing information*. This gives Corso the best of both worlds; allowing
+completed backups to have independent indexing information and life cycles from
+each other while still minimizing the amount of item data stored.
+
+> 💡 In part 2 of our series, we’ll cover Incremental backups in action.
+
+---
+
+## Try Corso Today
+
+Corso implements compression, deduplication *and* incremental backups to give
+you the best backup performance. Check
+[our quickstart guide](https://corsobackup.io/docs/quickstart/) to see how to get started.

website/blog/authors.yml

@@ -21,3 +21,9 @@ gmatev:
   title: Head of Product
   url: https://github.com/gmatev
   image_url: https://github.com/gmatev.png
+
+amartinez:
+  name: Ashlie Martinez
+  title: Product Engineer
+  url: https://github.com/ashmrtn
+  image_url: ./images/ashlie.png