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  > Databases & Data Management
Creating a Data Backup Plan
   
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Create a backup plan to:

  • Determine what data to back up
  • How often to back up
  • What medium to use
  • Where to store data for safekeeping

Getting Organized

Designate one person as coordinator and record keeper of all backups. The backup plan should be put in writing and kept with your organization's policies and procedures documentation. Include the following in your backup plan:

  • Name of backup coordinator and record keeper
  • Method(s) used for data backups, with a checklist of procedures
  • Frequency of data backups
  • Location of on-site data storage
  • Location of off-site data storage
  • Types of data (general) to be backed up
Record Keeping

The backup coordinator should keep a hard-copy log of the dates and times at which backups occurred.

What to Back Up?

Option 1: Back up everything on your hard drive. This approach:

  • Offers the greatest amount of data security
  • Allows for one-step restoration of total memory loss
  • Can often be done automatically during off-hoursThe downside of this approach is that it can be costly

Option 2: Back up only data that is necessary for the basic functioning of your organization. While a complete backup is recommended for its ease and added security, it is not a viable option for every organization. Keep in mind that maintaining regular partial backups will require more planning and vigilance because it cannot be done in one easy step.

Any work not easily replaceable should be considered essential. Here are some examples:

  • Word processing
  • In-progress documents
  • Final drafts
  • Important letters/memos
Databases
  • Address books
  • Accounting records
  • Schedules/calendars
Internet-related data
  • Bookmarks
  • Archived e-mail
  • Preferences/configurations
You should also have a backup of any software programs for which you don't have original disks/CDs.

When and Where to
Back Up

Create two backups and store them in separate locations. One long-term backup, updated at least once a month, should be kept off-site. This ensuresthat one backup will be safe in the event of a building disaster.

Another backup can be kept more readily accessible in the office and should be updated on a weekly or daily basis.

Storage Capacity

Each backup medium has a different data storage capacity. The amount of data to be stored is a determining factor for which backup method to use.

Another subtopic in the Backup series, "Choosing a Backup Method," covers a variety of backup method options.

Test Your Backup Plan

It is important to periodically test your backup process to make certain that it is saving the data properly.

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