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The 3-2-1 backup rule explained for small business
One USB drive plugged into the office computer is not a backup plan. Fire, theft, a failed drive or ransomware can take it out along with everything else. The 3-2-1 rule is the simple standard that keeps at least one good copy safe no matter what happens.
The short answer
- 3 copies of your data: the original plus two backups.
- 2 different kinds of storage, such as a local backup device and the cloud.
- 1 copy offsite, away from your building.
- Today add one more rule: at least one copy that is immutable or offline, so ransomware cannot change or delete it.
- Test a restore regularly. That is the only way to know it works.
What a good setup looks like
How long to keep backups
| Kind of data | Common practice |
|---|---|
| Daily files and email | Daily backups kept 30 to 90 days |
| Month end and year end | Monthly copies kept a year or more |
| Medical records | HIPAA documentation 6 years, and California record rules for patient charts |
| Accounting and tax | Usually 7 years |
| E-Rate records | 10 years. See E-Rate audit records |
Your accountant, attorney or industry rules set the exact periods for your business.
Backup mistakes we see
- One USB drive that stays plugged in, so ransomware encrypts it too.
- Backups that stopped months ago and nobody noticed.
- Only some computers backed up, not the one that matters.
- Microsoft 365 or Google data assumed to be backed up when it is not.
- Never testing a restore, then finding out it takes days or does not work.
How WENO handles your backups
Questions people ask
Is cloud storage like OneDrive a backup?
Sync services copy changes, including deletions and encrypted files. They help, but a true backup keeps older versions you can go back to.
How often should we test?
At least every quarter for important systems, and after any big change.
What does immutable mean?
The backup is locked for a set number of days. It cannot be changed or deleted, even by an admin account.
Sources
General information. Retention periods depend on your industry and advisors.
