Resource • Resilience

Backup restore testing: a simple quarterly drill

Backups are only useful when restores work under pressure. This guide outlines a simple drill you can run quarterly.

Step 1: pick a scenario

Choose one realistic restore scenario (file, mailbox, VM, database). Keep it small and repeatable.

File restoreMailboxVM

Step 2: validate prerequisites

Confirm credentials, storage locations, retention settings and offsite copies. Check for immutable copies if possible.

CredentialsRetentionImmutable

Step 3: run the restore

Perform a real restore into a safe location. Measure time-to-restore and validate data integrity.

TimeIntegrityValidation

Step 4: document the runbook

Write step-by-step instructions so a different person could repeat it. Capture contacts and decision points.

RunbookRolesContacts

Step 5: improve

If the restore is slow or brittle, adjust retention, storage, network, or tooling. Repeat next quarter.

UpliftRepeatReport

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We can implement immutable backups, set up offsite replication and run restore drills with reporting and runbooks.