| File coverage |
List the folders, email, invoices, contacts and customer records you need to recover. Check that scheduled backups include each location, not only one synchronised folder. |
I need to resume work after a lost or failed computer without discovering that an essential record was outside the backup. The NCSC advises small organisations to copy the data they need to operate. |
| Cloud recovery |
Check the chosen plan’s version history, restore scope, retention period and account type. Test whether you can recover an overwritten file and the folders that matter to your work. |
If I change or delete a file by mistake, I want a usable earlier copy—not merely the same change synchronised to another device. Microsoft Support, for example, describes a 30-day whole-OneDrive restore window for Microsoft 365 subscribers; check the feature and settings of the service you choose. |
| Independent copy |
For a USB drive, plan when to back up, disconnect it and store it securely. For cloud backup, inspect the controls that protect retained copies from unwanted changes or deletion. |
I want a recovery copy that is not routinely exposed to the computer or account holding my working files. The NCSC has documented incidents affecting connected USB and network backup drives. |
| Data and account security |
Assess encryption for removable media according to the data risk and keep access credentials separate from the drive. Use passkeys for important online accounts where supported; otherwise use a strong, unique password and 2-step verification, as the NCSC advises. |
Customer information must not be easy to access if I lose a drive, and my cloud backup account needs protection too. The Information Commissioner’s Office (ICO) describes encryption as a risk-dependent security measure for personal information. |
| Local storage route |
Size a portable SSD or hard drive for the files and retained copies you intend to keep. If several computers need central backups, check a NAS model’s backup features and plan a separate destination. |
For one computer, I may prefer a drive I can disconnect after each run. If I manage several computers, central local storage may justify the extra administration, but Synology’s backup guidance still calls for a separate copy. |
| Restore routine |
Confirm how to unlock the copy and restore a representative file. Check the backup schedule, available capacity and who can access or alter saved versions. |
I need a process I can repeat and a restore I can actually carry out. A drive containing copied files is less useful if its password, coverage or recovery steps are unclear when the computer fails. |
| Cloud provider terms |
For customer personal data, review where the provider stores and processes it, who can access it and the applicable service terms. Where the provider processes that data on your behalf, assess its guarantees and controller–processor arrangements. |
I need to know whether a cloud service fits the way my business handles customer data. The ICO sets out controller responsibilities and written-contract requirements where a provider acts as a processor; the NCSC advises checking data locations and provider access. |