Backup and recovery

A backup is useful when you can recover: a practical checklist

Build a backup routine around the files and services you need, then prove that you can restore them safely.

NC4 knowledge base2 min read

A successful backup notification answers only part of the question. Could you restore the right information, open it and resume the work that depends on it? Start your backup planning with a small recovery exercise. It will reveal which files matter, who understands them and what else is needed to make them useful.

Choose what recovery must achieve

Write down the services and records you would need first after a disruption. For a small organisation, that might include customer records, financial information, current project files and configuration details. Ask each owner how much missing work could be tolerated and how quickly access would be needed. Use those answers to decide what to copy, how often and how long to keep earlier versions.

Keep recovery copies protected

Keep a recovery copy that is not continuously exposed to the same systems and permissions as the working data. Offline or appropriately protected backup arrangements can reduce the chance that one compromise affects both. Secure backup accounts, restrict administrative access and keep the information needed to restore encrypted data available to authorised people. Synchronisation alone should not be assumed to provide independent recovery.

Run a small restore test

  • Choose a representative file or a small non-sensitive test dataset.

  • Restore it to a safe location without overwriting the working copy.

  • Check that the content opens correctly and includes the expected version.

  • Record how long recovery took and which accounts, keys or instructions were required.

  • Assign an owner to fix any gap and schedule the next test.

Turn the result into a routine

A team can start with a monthly calendar entry: restore one example, record the outcome and rotate the person performing the check. Include a short note describing what would happen if the usual administrator were unavailable. After a major change to a system or backup service, repeat the exercise rather than assuming the old instructions still apply.

Further reading

CISA: Protecting data stored on your devices

NC4: Back up your information

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