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Planning server backups with the 3-2-1 rule

Why RAID isn't a backup, how the 3-2-1 rule works, and how to plan versioned, off-site backups you can actually restore from.

Hardware fails, people delete things and ransomware encrypts whatever it can reach. A backup strategy is what turns those events into an inconvenience instead of a disaster. The 3-2-1 rule is a simple, widely used starting point.

Why RAID isn't enough

RAID keeps a server running when a drive fails, but every change — including mistakes and malware — is written to all drives immediately. A backup is a separate, independent copy you can go back to. See Choosing a RAID level for what RAID does protect.

The 3-2-1 rule

  • 3 copies of your data — the original plus two backups.
  • 2 different storage types or systems, so one failure mode can't take out every copy.
  • 1 copy off-site, physically separate from the original server.

Many teams extend this with an offline or immutable copy that ransomware can't modify.

Versions and retention

A single copy that's overwritten every night will faithfully back up yesterday's corruption. Keep multiple points in time — for example daily copies for a week, weekly for a month and monthly for a year — and choose a retention policy that matches how quickly you'd notice a problem.

What to back up

  • Application data, uploads and user content.
  • Databases — using consistent dumps or snapshots, not a copy of live files.
  • Configuration: /etc, web-server and application configs, crontabs.
  • Anything needed to rebuild the server, such as deployment scripts.

Tools

Open-source tools such as restic, BorgBackup and rsync support encrypted, incremental and deduplicated backups to another server. A Storage Server makes a natural off-site target for your other servers.

Encrypt off-site copies. Encrypt backups before they leave the source server, and keep the encryption keys somewhere other than the backup itself.

Test your restores

A backup you haven't restored is a hope, not a plan. Restore a sample regularly — ideally a full server once in a while — and write down how long it took. That number is your real recovery time.

Planning backup capacity? Email sales@theclouders.com with your data size and retention needs.

Need help with this on your server?

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