What is backup and disaster recovery? Eight best practices

Data is the backbone of pretty much every business today. Make sure yours is protected with these eight best practices for backup and disaster recovery.

From customer information and financial records, to product inventories and internal communications, the loss of data can lead to severe operational disruptions, financial losses, and reputational damage to your business. 

This is why backup and disaster recovery (BDR) is so essential, as provided by IT Services in Dallas. In this article, we will explore what backup and disaster recovery are, why they are different and share eight best practices businesses you need to adopt.

What is backup?

A backup is a copy of your data stored in a separate place from your primary data. This copy is made regularly and is used to recover any data that could be lost as a result of issues like accidental deletions, hardware failures, or cyber attacks. 

When you backup often you can be confident that, whatever happens to your original data, you always have another copy.

There are several types of backups, including:

  • A full backup: This is full copy of all data. While it is comprehensive, it can be time-consuming and resource-intensive.
  • An incremental backup: With this method you only back up data that has changed since your last backup. It can save time but is often more complicated to restore.
  • A differential backup: This is similar to incremental backup but only backs up the changes since the last full backup. It’s a middle ground between full and incremental backups in speed and efficiency.
  • A snapshot backup: This method captures the state of your system at a specific point in time, so you can quickly revert back to that exact moment.

What is disaster recovery?

Disaster recovery (DR) is the process of restoring your IT systems and business operations after a catastrophic event, such as a natural disaster, cyber attack, or major hardware failure. 

While, as we have covered, backups focus on saving your data, disaster recovery works on returning your systems to full functionality. This includes data, hardware, software, networking components, and even your physical office space.

Disaster recovery aims to reduce your business downtime and data loss, so you can continue operating, even in a worst-case scenario. It usually involves:

  • Recovery time objective (RTO): This is the maximum acceptable amount of time that a system or process can be down before causing significant harm to your business.
  • Recovery point objective (RPO): This is the maximum age of files that must be recovered from backup storage to resume normal operations after a disaster.

What are the differences between backup and disaster recovery?

Backup and disaster recovery can seem very similar, but they serve different purposes. The role of backup is to copy and store your data so you can retrieve files lost as a result of accidental deletion or corruption. However, backups alone can’t restore entire systems, servers, or applications.

Disaster recovery, on the other hand, is a complete plan to restore full system functionality, data, and infrastructure after an event that renders them unusable.

While backup is part of disaster recovery, it is just one piece of the puzzle. Disaster recovery is a holistic strategy that includes  infrastructure, personnel, and processes designed to ensure that your business can survive and recover from a disaster, reducing downtime and financial losses.

Why are backup and disaster recovery important?

At a time when cyber threats, such as ransomware, data breaches and hardware failures are on the rise, and cyber attacks are becoming more and more sophisticated, backup and disaster recovery are essential for businesses of all sizes. 

Here are just a few of the risks that backup and disaster recovery can help with:

  • Natural disasters: Floods, fires, and earthquakes can destroy physical infrastructure, rendering your systems and data inaccessible.
  • Cyber attacks: Ransomware can encrypt and lock your business out of your critical data, forcing you to pay a ransom or face permanent data loss.
  • Human error: Mistakes like deleting critical files or misconfiguring software can lead to data loss or system failures.
  • Hardware failures: Even the most advanced hardware has a limited lifespan, and unexpected failures can result in lost data and downtime.

Without a thorough backup and disaster recovery strategy, you risk losing not just data but potentially your business operations, profit, and customer trust.

Eight best practices for backup and disaster recovery

Here are eight of the best practices for backup and disaster recovery.

1) Adopt the 3-2-1 backup rule

One of the most common best practices for backup is the 3-2-1 rule:

  • Keep three copies of your data.
  • Store those copies on two different types of media (for example, a local hard drive and cloud storage).
  • Ensure one copy is off-site to protect against natural disasters or theft.

With the 3-2-1 rule, even if one backup method fails you will always have another layer of protection.

2) Automate your backups

Manual backups can fail due to human error and forgetfulness, so automate your backups to ensure they take place consistently and on schedule. Set regular backup schedules depending on how often your data changes. This can be daily, hourly, or in real-time for critical operations.

3) Test your backups often

It is important not just to create backups, but also to check they can be restored quickly and correctly. So conduct regular disaster recovery drills to test your backups, check they’re working as expected, and simulate different failure scenarios. This will help you to identify any issues in your backup strategy so you can fix them before a real disaster hits.

4) Make a detailed disaster recovery plan

A successful disaster recovery strategy relies on a comprehensive plan that covers the specific steps to recover from different disasters. Here are some things to consider when making your disaster recovery plan: 

  • Your recovery time objective: How quickly do your systems and data need to be restored?
  • Your recovery point objective: What’s the maximum amount of data loss your business can tolerate?
  • Responsibilities: Who is responsible for executing various parts of the plan? Do they have what they need to complete their tasks?
  • Your communication plans: How will your employees, customers, and partners be contacted in the event of a disaster, and what will you say?
  • Your vendor contacts: Do you have a list of vendors and service providers to speed up your recovery processes?

5) Use cloud-based solutions

The cloud is a flexible, scalable, and cost-effective option for your backup and disaster recovery. Cloud backups are automatically stored off-site and can be accessed from any location. They can help get your critical systems running again without using on-premises hardware.

6) Segment your critical data

Not all your data is equally important, so segment and prioritize your data so you can give critical systems and information higher levels of protection. For example, your mission-critical applications, such as customer databases and payment systems, may need more frequent backups and faster recovery times than less essential data. This enables you to use your resources more efficiently while protecting your business. 

7) Include cybersecurity in your backup strategy

Your backup strategy needs to be integrated with your wider cybersecurity plan. This includes encrypting backup files, using multi-factor authentication to access backup systems, and regularly scanning backups for malware or ransomware. This will help prevent attackers from compromising your recovery options.

8) Document and continually update your backup and disaster recovery plans

Your backup and disaster recovery plans need to be living documents. So regularly review and update them to allow for any changes in your business processes, personnel, or technology. Make sure all your employees are aware of their roles in your disaster recovery plan and are properly trained.