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Backup strategy: the 3-2-1 rule and a disaster recovery plan for business continuity

Hardware failure, ransomware or a deleted folder: whatever causes data loss, what saves your business is a well-designed backup.

ujans team··2 min read

Data loss can happen to any business: a disk fails, someone deletes the wrong folder, ransomware encrypts the servers or the office floods. What keeps the business running in those moments is a backup strategy that was planned and tested in advance.

The 3-2-1 rule

  • 3 copies: Keep at least three copies of the data, including the live one.
  • 2 different media: Store copies on at least two types of storage (for example local storage and cloud).
  • 1 copy off site: Keep at least one copy in a different physical location.

Because of ransomware, there is now an addition: at least one copy should be immutable or offline. Then even an attacker with admin rights cannot delete or encrypt it.

Two key targets: RPO and RTO

  • RPO (recovery point objective): How much data loss can you accept? One hour for the accounting system, one day for the archive.
  • RTO (recovery time objective): How quickly must the system be running again? Minutes for POS and booking systems, a day for internal reporting.

These targets drive backup frequency, method and budget.

What to back up

  • Servers and databases (ERP, accounting, POS back office),
  • File servers and shared folders,
  • Microsoft 365 / Google Workspace data (email, OneDrive, SharePoint): cloud services alone are not a full backup,
  • Websites and applications,
  • Network device configurations.

An untested backup is not a backup

The most common problem is assuming backups exist and discovering they do not work when needed. Run sample file and system restores every quarter and a full disaster scenario exercise once a year.

What a disaster recovery plan needs

  1. Priority order of critical systems,
  2. Who does what, plus a contact list,
  3. Restore steps and the required credentials stored safely,
  4. An alternative way of working (for example a temporary server in the cloud),
  5. Communication to customers and partners.

As part of managed IT services, ujans designs backups, checks them daily, provides immutable cloud backup and runs regular restore tests.

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