Backups in a small business: the 3-2-1 rule and restore tests

In short

The 3-2-1 rule: three copies of your data, on two different types of media, one of them off-site. Plus one copy that can't be changed or deleted (protection against ransomware) and regular restore tests. Syncing files to the cloud isn't a backup: a deleted or encrypted file disappears from the cloud too.

Key points
  • A backup is a separate copy of the data with version history, not a mirror that repeats every change.
  • Ransomware also encrypts drives connected to the computer and backups reachable over the network.
  • Two numbers structure the conversation: how much data you can lose and how quickly you must be back at work.
  • A restore test once a quarter turns hope into certainty.

The 3-2-1 rule and its newer version

NumberMeaningExample in a small business
3Three copies of the data, counting the originalData on the server, a copy on a network drive, a copy in the cloud
2On two different types of mediaA drive in the office and space with a cloud provider
1One copy off-siteThe cloud or a drive taken home
1 (newer)One immutable or disconnected copyA cloud copy with deletion lock, or a detachable drive
0 (newer)Zero errors in the restore testA verified restore, not just a green status

Syncing is not a backup

A cloud drive that syncs a folder is a convenience, not protection. When someone accidentally deletes a folder or ransomware encrypts the files, the sync obediently repeats it in the cloud. Some services have a bin and version history, but usually for a limited time and not always for all files.

Caution

An external drive permanently connected to the computer doesn't protect against ransomware: it gets encrypted along with everything else. A ransomware-resistant copy has to be disconnected or immutable.

How much you can lose and how fast you must be back

How much data you can lose

If the backup runs once a day, in the worst case you lose a day's work. If that's too much, backups have to be more frequent. The technical term is RPO.

How fast you must be back at work

Restoring a whole server from the cloud can take many hours. If the company can't wait that long, a local copy or spare hardware is needed. The technical term is RTO.

These two answers decide how frequent the backups must be and where they should be kept. Without them it's easy to overpay or, more often, to have a backup that isn't enough in practice.

What to back up

  • drives with documents and shared folders,
  • email, including cloud email, because the contract with the provider usually doesn't cover restoring your data after your own mistake,
  • program databases: accounting, sales, warehouse,
  • the website: files and database,
  • configuration: router, server, program settings, passwords in the password manager,
  • a list: what is where and how to restore it.

A restore test once a quarter

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Tip

The restore instructions should be printed or kept outside the systems that can fail. When the server is down, instructions stored only on it won't help.

Terms from this guide

Ransomware

Malicious software that encrypts data and demands a ransom to unlock it. The best protection is a backup that can't be changed or deleted.

The 3-2-1 rule

Three copies of the data, on two different types of media, one of them off-site.

RPO and RTO

RPO is the amount of data a company can afford to lose (for example one day). RTO is the time within which it must be back at work after a failure.

Questions and answers

How often should backups run?

As often as the amount of data you can afford to lose. For most small businesses a daily backup with version history is a sensible minimum, and more often for data that changes constantly.

Is the cloud provider's backup enough, for example for email?

The provider protects its infrastructure but usually isn't responsible for your mistakes, for example an employee deleting data. A separate backup gives you independence.

How long should backups be kept?

It depends on the type of data and the law, for example accounting rules. A practical rule: a few daily, a few weekly and a few monthly copies, so you can go back to the state before a problem that was noticed late.

Sources and documentation

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IT infrastructure and server administration

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