10 Components To Successful Backups

Backing up your organization’s data might seem simple, until you need to restore a file and realize your strategy was poorly designed or implemented. To avoid that situation, consider these 10 essential components of a successful backup plan.

1. Classify Your Data

Not all data is equally valuable. Losing personal files like company picnic photos is very different from losing a database powering your ERP system. Classify data based on importance and impact, and treat each category differently. Some low-value data may not even require backups.

2. Understand Your Data

After classification, define:

  • Recovery Point Objective (RPO): How much data you can afford to lose.
  • Recovery Time Objective (RTO): How quickly you need it restored.

Also consider: security requirements, frequency of restores, and retention periods. These factors will guide the best backup methods and solutions.

3. Don’t Forget Mobile Devices

With employees using mobile devices for work, protecting data on phones and tablets is crucial. A lost device can mean lost contacts, emails, and critical business data, not just a few missing numbers.

4. Choose the Right Backup Strategy

Different data sets need different solutions. Backup Lifecycle Management (BLM) is a cost-effective approach: older, less valuable data is stored more cheaply, while critical data gets more frequent and secure backups. Align your backup strategy with data value and age.

5. Assign Responsibility

A backup strategy only works if someone ensures it runs correctly. Conflicts, storage issues, or timing problems can arise, so clearly assign responsibility to maintain reliable backups.

6. Secure Your Data

Backup data, whether on-site or in the cloud, should be protected physically and logically. Encrypt data in transit and at rest whenever possible. Even those managing the backup process usually don’t need access to raw data. While encryption may extend backup times, it adds critical security.

7. Conduct Test Restores

Don’t wait for an emergency to find out backups fail. Test restores periodically to ensure you can recover data when needed.

8. Track and Document

Document your backup processes, methods, goals, and status. Good records help maintain control and meet audit requirements for standards such as HIPAA, PCI, or FDIC.

9. Destroy Backup Media Properly

Track backup media throughout its lifecycle, from creation to destruction. Proper disposal is critical for sensitive data and should be documented as a standard procedure.

10. Review Regularly

Business needs and technology change constantly. Review your backup strategy regularly to ensure it aligns with current data priorities and system requirements.

In today’s world, data volumes are growing rapidly, and IT systems are becoming more complex. Proactive planning, management, and execution are key to a backup strategy that actually works when you need it most.

Concerned about your current backups? Contact Datotel today to learn how to implement a reliable, effective backup strategy.