A practical guide
The file is in two places. Can you still recover it?
Understand synchronisation, version history and separate backup before relying on a cloud folder to protect business information.
01 / In practice
Synchronisation keeps locations aligned.
A synchronised folder helps keep files available across devices or to other people. When you change a file in one place, that change can appear elsewhere. This is useful for everyday work, but it also explains why synchronisation alone is not the same as a recovery plan.
If a file is deleted, damaged or changed in an unwanted way, that action may synchronise too. Some services provide version history, deleted-item recovery or retention features. Their limits and configuration need to be understood rather than assumed.
02 / In practice
Backup creates recovery options.
A backup service captures supported information so it can be recovered according to the selected policy and product capabilities. What matters is the scope: which data is captured, how often, how long it is kept and where it can be restored.
An independent copy can help with some risks, but the word backup is not enough on its own. Access security, storage arrangements, exclusions and recovery limitations all affect the practical result.
03 / In practice
Ask these questions about important information.
Choose one business process, such as producing an invoice or completing a customer job, and follow the information it uses.
- Where is the original information stored?
- Is it included in a backup, or only synchronised?
- How far back could you recover an unwanted change?
- Who can authorise and perform a restore?
- Has the relevant recovery method been checked?
04 / In practice
A successful status needs context.
A green indicator may refer to one task or location. It does not prove that every folder, mailbox or application is included. A colleague saving work somewhere new can create a gap even while an existing backup continues to run successfully.
Restore checks help confirm what the service can do. Recovering a sample file is different from rebuilding a device or recovering an entire business process. The right checks follow the consequences of loss and the scope agreed with your provider.
05 / In practice
Turn the answer into a business decision.
You may be able to recreate a few hours of draft work but be unable to recreate customer records. You may need accounts information quickly while older archives can wait. These priorities shape frequency, retention and recovery order.
The next useful step is a review of the information you cannot afford to lose and the recovery options already in place. Avoid moving or deleting live data simply to test a theory; use an authorised, controlled check.
Before we begin
Your questions.
Should I stop using synchronised folders?
No. Synchronisation can be useful. The point is to understand its role and add suitable recovery protection where needed.
Does cloud hosting remove the need for backup?
Check the recovery features of the hosted service against the information you need to protect. Separate backup can provide additional options for accidental deletion, unwanted changes or other losses, with coverage chosen for the business.
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