Before you start designing and implementing your backup and disaster recovery strategies, you need to assess your risks and requirements. This involves identifying and prioritizing the potential threats that could affect your data and systems, as well as the business impact and recovery objectives for each scenario. You also need to evaluate your current backup and disaster recovery capabilities, such as the backup frequency, retention, location, format, and encryption, as well as the recovery time, point, and scope. Based on your assessment, you can define your backup and disaster recovery goals and policies, such as the minimum acceptable level of data loss and downtime, the backup types and schedules, the recovery methods and procedures, and the roles and responsibilities of the stakeholders.
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If you or your organization are new to this, search for a partner that can come in and help you assess and review a gameplan / roadmap. Partner with your business leadership on compliance needs to understand the level you need to protect your data.
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It's very easy to say "back up everything" and in some instances that might be the most appropriate thing to do. However, it might prove worthwhile to consider different requirements for different portions of the business. For example, a software development environment may backup source trees using one policy and creating special policies for releases that allow for the recreation of the development environment such the build of the given release can be done separate from anything else. Other policies would cover finance, human resource, and other. If you have laptops, especially if critical data is stored on them, you must also consider how you create reliable backups. It's also important to characterize data and not backup temp data.
Once you have defined your backup and disaster recovery goals and policies, you need to choose the backup and disaster recovery solutions that best suit your needs and budget. There are various types of backup and disaster recovery solutions available, such as local, remote, cloud, or hybrid backups, full, incremental, or differential backups, image-based or file-based backups, and physical or virtual backups. You also need to consider the backup and disaster recovery software and hardware tools that can help you automate, monitor, and test your backup and disaster recovery processes, such as backup servers, storage devices, network devices, backup software, recovery software, and backup verification tools. You should compare the features, benefits, and costs of different backup and disaster recovery solutions and select the ones that can provide you with the optimal level of data protection and recovery.
After you have chosen your backup and disaster recovery solutions, you need to implement them according to your backup and disaster recovery goals and policies. This involves setting up and configuring your backup and disaster recovery software and hardware tools, creating and executing your backup and disaster recovery plans, and documenting and communicating your backup and disaster recovery procedures. You should also ensure that your backup and disaster recovery strategies comply with the relevant laws, regulations, standards, and best practices for data security and privacy, such as encryption, authentication, authorization, auditing, and reporting. You should also train your staff and users on how to perform and access backups and how to respond to disaster recovery scenarios.
Finally, you need to test and update your backup and disaster recovery strategies regularly to ensure that they are working properly and meeting your expectations. You should conduct periodic backup and disaster recovery tests to verify the integrity, availability, and usability of your backup data and systems, as well as the effectiveness and efficiency of your backup and disaster recovery processes. You should also monitor and review your backup and disaster recovery performance and results, such as the backup size, speed, frequency, success rate, error rate, and recovery time, point, and scope. Based on your feedback and analysis, you should update your backup and disaster recovery goals, policies, solutions, and procedures to address any issues or changes in your data and systems, as well as the evolving threats and requirements of your organization.
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Backups and DR strategies are driven by your business model and SLAs. The cost and efforts play key role building strong Backup/DR practices. 1. As much as possible - real time sync between primary and backup should be set. [ at least for data] 2. Use of VMs, cloning, snapshots etc further make this strategy easier. 3. Enabling archiving helps reduce daily backup size, frequency - also eventually reduces restore times as well. Keep data in primary location which is relevant. 4. Keep source code deployments, installers, libraries ready to go in the event of recovery [ This is especially useful in ransomware scenarios) 5. Protect backups and DR assets from ransomeware type of threats
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