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Backup essentials: the 3-2-1 rule and a recovery plan that survives ransomware

'I have backups' doesn't mean you can restore. The 3-2-1 rule, an offline/immutable copy ransomware can't encrypt, and the restore test that confirms a backup actually works.

Published 2026-06-12 Updated 2026-10-06 13 min read
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For: anyone in solo or small-team work who keeps "some kind of backup" but wonders "is this actually enough?" No attack steps here — just how to build a backup you can reliably restore from.

This site's view: 'cloud sync' is not a backup

A common assumption is "I sync to OneDrive/Google Drive, so I'm backed up." Not so. Sync replicates the current state, so a file you delete by mistake, or one ransomware encrypts, gets copied to the other side in that state.

A backup needs the ability to go back to an earlier state: versioning that restores an older copy, and an immutable copy that can't be overwritten later. Sync is convenient, but on its own, when one side breaks, both break. Treat it as a different role from backup entirely.

Why "I have a backup" isn't enough

You need backups because the causes of data loss are many — and they arrive together. Hardware failure, deletion by mistake, theft and disaster, and ransomware. One line of defense misses the accidents coming from another direction.

sync ≠ save
it replicates deletions and encryption too
always-on
a connected backup is encrypted with you
3-2-1
redundancy by count, media, and location
restore test
it's a backup only if it restores

Ransomware in particular searches for the backups themselves and encrypts them. A backup kept in the same place as the data is damaged in the same incident. This is the most basic form of "keep a restorable state" from vulnerability response (→ the practice of vulnerability response).

The basic shape: 3-2-1 (+ offline/immutable)

3 — three copies

original plus two. One fails, the other two still restore.

2 — two media types

e.g. internal drive + external SSD, or NAS + cloud. Don't pool them in one box.

1 — one offsite

another location (cloud / separate site). Fire, theft, flood won't wipe it all.

+ one offline/immutable

not always connected, or non-overwritable. Always keep one copy ransomware can't encrypt.

3-2-1 = three copies, two media types, one offsite. Plus one offline/immutable copy, isolated from ransomware.

How to build it (fill it in order)

1

First, inventory 'what would hurt to lose'

Photos, documents, code, databases, configuration (a safe copy of keys/connection strings) — list what must be restorable. Don't guard everything equally; prioritize what's irreplaceable if lost.
2

Lay it out as 3-2-1

Three copies, split across two media types, one offsite (cloud, etc.). The point of redundancy is not putting everything on one device, in one place, or on one medium.
3

Make at least one offline/immutable

The most effective ransomware defense. Keep one external drive you normally disconnect, or non-overwritable storage (object lock and similar — immutable), so you have a copy the attacker can't encrypt.
4

Automate it (manual won't last)

People always forget. Use scheduled, automatic backups with versioning (keep daily/weekly older copies) so you never end up with "only the latest exists."
5

Restore-test on a schedule

The most-skipped and most-important step. Actually restore to a different place and confirm it opens. A backup you can't restore is the same as no backup. This is the heart of Tier 3 (detection, recovery) in the baseline checklist.

Ransomware targets backups too

Modern ransomware encrypts not just the main data but any connected backup target it can find (NAS, external drives, mounted cloud). So if all you have is an always-connected backup, it gets encrypted along with everything else.

The most effective defense is keeping at least one copy that's offline (physically disconnected) or immutable (overwrite/delete forbidden for a period). Whether you have that copy is what separates paying the ransom from not.

Cloud sync only

  • deletions and encryption are synced as-is
  • can't roll back to an older version
  • always connected = encrypted by ransomware too
  • you've never checked whether it restores

3-2-1 + immutable + restore test

  • versioning restores a clean older copy
  • an offline/immutable copy isolated from ransomware
  • redundancy across place and media means no total loss
  • periodic tests confirm it really restores

By environment: what's built in, and what to add

For each common environment: the built-in mechanism, whether it can roll back to older versions, and what to add for ransomware.

EnvironmentBuilt-in mechanismCan you roll back to older versions?What to add
WindowsFile History (saves to an external drive or a network location)Yes ("Restore previous versions" in File Explorer)Unplug the target drive when the backup is done. Put a second copy somewhere else
Windows (Windows Backup app)Syncs folders such as Desktop and Documents to OneDriveDepends on OneDrive's featuresIt is sync underneath, so keep File History or an external copy as well
MacTime MachineYes (hourly for the past 24 hours, daily for the past month, weekly before that)Keep a second backup disk in another place and swap them now and then
iPhoneiCloud Backup (automatic while on power, on Wi-Fi, and locked)Built to restore the whole deviceAlso keep important photos and documents on a computer or external drive
OneDriveSyncMicrosoft 365 subscribers can use "Restore your OneDrive" to go back to a point within the last 30 daysOne offline copy, separate from sync
Google DriveSyncNon-Google files can be rolled back via "Manage versions"; older versions may be deleted after 30 days or once there are 100 newer versionsUse "Keep forever" on versions you need, plus one offline copy
Server / VPSA backup tool (restic, etc.) and a separate destinationYes, from the tool's snapshotsMake the destination impossible to delete from the production server (S3 Object Lock, etc.)
Shared web hostingThe provider's automatic backupsOnly within the provider's retention periodRegularly copy your data out of the provider too (to your machine or a cloud)

The "What to add" column is the work of filling in the rest of 3-2-1. Almost no environment gets you 3-2-1 plus an offline copy with the built-in mechanism alone.

How to check your own setup

To get rid of "I think it's backing up," check the following in order. Each step only looks at settings on your own devices and accounts.

1

See when the last backup succeeded

  • Windows: open "File History" in Control Panel and check that it's on, which drive it uses, and when files were last copied.
  • Mac: check the latest backup time under System Settings → General → Time Machine. In Terminal, tmutil latestbackup shows the latest backup and tmutil destinationinfo shows the destination (on some setups Terminal needs Full Disk Access).
  • iPhone: Settings → your name → iCloud → iCloud Backup shows the date and time of the last backup.
  • Server: with restic, restic snapshots lists snapshots with their dates.

If the date stopped days ago, that is the first thing to fix.

2

Check that the destination isn't always connected

Check whether your external drive or NAS stays plugged in and visible as a drive all the time. On a server, check in the permission settings that the credentials stored on the production server can't also delete the backups. With S3, also check whether Object Lock is enabled on the destination bucket.

3

Check that the cloud can roll back

For OneDrive, see whether "Restore your OneDrive" appears under Settings → Options (for Microsoft 365 subscribers). For Google Drive, right-click a file and see whether "Manage versions" lists older versions. Both have retention limits, so you need another way to go back further.

4

Actually restore one thing (the restore test)

Pick one important file and restore it to a different location, then open it. On Windows, right-click the folder and choose "Restore previous versions"; on a Mac, restore from Time Machine. On a server, restore into a different directory and inspect it; with restic, something like restic check --read-data-subset=5% reads back part of the stored data to verify it. For a database, restore into a separate database and confirm it starts.

5

Record the result and how long it took

Note the date, what you restored, and how long it took. It tells you roughly how many hours a full restore would take, and you'll notice changes at the next test.

Common mistakes and how to fix them

  • Leaving the external drive plugged in: to ransomware, a connected drive is just another place to encrypt. Unplug it after each backup, or rotate two drives so one is always disconnected.
  • Treating sync as backup: the Windows Backup app's folder backup is OneDrive sync underneath. Keep a separate backup that holds older versions.
  • Using the same password for the backup console as for production: if production is taken over, the backups get deleted too. Use a different password and turn on multi-factor authentication.
  • Not watching for failure alerts: a stopped backup goes unnoticed. Turn on failure notifications and check the last backup time once a month.
  • Keeping what you need to restore only inside the backup: store the encryption password and recovery keys somewhere separate from the backup (→ choosing a password manager).
  • Making an offline copy once and never again: you can only restore to the point when that copy was made. Refresh it on a fixed schedule, such as monthly.

A public case: what survived was an old disconnected copy

The expert panel report (published June 2022) on the ransomware attack that hit Tsurugi Town Handa Hospital in October 2021 says the following about backups:

  • The backup server was on the list of servers confirmed to be encrypted
  • Backup data that had been kept offline up to 2018 was not affected and could be used for recovery
  • Normal outpatient care resumed on January 4, 2022, about two months after the attack

The connected backup was hit along with production; the disconnected copy survived. But that copy was several years old. An offline copy only helps fully if you refresh it regularly, so the point you can restore to stays recent.

What this site does itself

This site takes its data and documents automatically, to a separate location, across multiple generations, and pairs that with a "rebuildable by design where possible" approach. Data that can be regenerated mechanically (ingested feeds, indexes), for instance, is held on the assumption it can be rebuilt rather than relying on backups — a way of "reducing the backup burden in the first place." On top of that, the irreplaceable things (article bodies, configuration) are kept redundantly, and keeping a restorable state at all times is a premise of operations.

When swapping out end-of-support hardware (→ the Windows 10 end-of-support piece), the reason you can migrate with confidence is that a restorable backup exists. Think of backup not only as something for when every other control has failed, but as a precondition for incident response.

Sources

FAQ

QDoes cloud sync (Google Drive, OneDrive) count as a backup?
A

Sync is not a backup. Sync replicates the current state, so a file you deleted by mistake — or one ransomware encrypted — gets copied to the cloud in that broken state. A backup needs the ability to go back to an earlier state: versioning (restore an older version) and an immutable copy that can't be overwritten. With only sync, when one side breaks, so does the other.

QWhat is the 3-2-1 rule?
A

Keep three copies of your data (the original plus two), store them on two different media types, and keep one of them offsite. It's redundancy so a single device failure, a single-site disaster, or a single mistake doesn't wipe everything. For ransomware, the modern addition is 'at least one offline or immutable copy.'

QWhat helps most against ransomware?
A

Having at least one 'offline' (not always connected) or 'immutable' (can't be overwritten) backup. Ransomware actively hunts for and encrypts backups too, so an always-connected backup gets encrypted along with the original. A disconnected or non-overwritable copy lets you restore without paying. Then confirm it actually works with periodic restore tests.

QIs it OK to keep an external hard drive plugged in for backups?
A

It protects against accidental deletion and hardware failure, but not well against ransomware. A drive that stays connected is, to ransomware, just another place it can encrypt. Unplug it after each backup, or rotate two drives so one is always disconnected; that way at least one copy is always cut off.

QHow often should I back up?
A

Decide by how much work you can afford to lose: daily if one day's worth is acceptable, hourly if one hour's is. Time Machine on a Mac backs up hourly and keeps hourly versions for the past 24 hours, daily for the past month, and weekly before that. Automation matters more than frequency, because manual routines eventually stop. Refresh the offline copy on a fixed schedule, such as monthly.

QWhat exactly should a restore test involve?
A

Pick one important file, restore it to a different location, and confirm it opens. On Windows, right-click the folder and use 'Restore previous versions'; on a Mac, restore from Time Machine. On a server, restore into a separate directory or database and check that the application starts. Record the date, what you restored, and how long it took, so you know roughly what a full restore would take.