General educational information • Reviewed July 16, 2026
Identify the business records
List shared documents, financial exports, customer records, work-in-progress files, email dependencies, and the people responsible for each system.
Separate backup from synchronization
A synchronized deletion or damaged file may spread to every connected device. A backup should preserve recoverable versions and have clear retention.
Assign ownership and test
Name the person who checks failures, document where recovery information is stored, and perform a sample restoration on a regular schedule.