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General Backup Retention and Scheduling Considerations

General Backup Retention and Scheduling Considerations

Backup is one of the most important business processes in IT and should be approached with care. The choice between different retention policy and scheduling scenarios should be made according to your business needs.

In this article we’ve prepared essential retention considerations and assets, which will help you to setup your backups right.

Go-To Retention and Scheduling Checklist

  • Some countries have industry-level regulations in place. Check them and make sure you comply before you start operations.

Further reading The Basics of HIPAA Cloud Backup Compliance

  • Retention and scheduling policy should be set according to your restore scenarios. E.g., if there is a dataset that will be required a year after it was deleted, then your settings should reflect it and you must be sure that this data is stored properly.
  • The optimal settings are dependent on data type. You might end up with different requirements for operating system level backups, application backups and file-level backups.

Further reading Retention Settings for File Backups

  • Retention policy settings can vary based on the backup storage type or class. You can store frequently required backups locally for quick access, and keep long-term archives in the cloud.
  • We recommend keeping your backup chain in incremental backups within the reasonable size of 14 increments; thus, it is best to schedule a full backup once in a while.
  • When choosing the optimal backup schedule, consider your business needs first. How granular should your restore timing be? Should you have the availability of monthly, weekly, daily or even hourly restore points?

Further reading RTO vs RPO: Two Means Toward the Same End

  • You should also take into account that backup jobs running on production systems can impact the connectivity and performance of these systems. Data uploads may eat up your bandwidth and increase I/O load on the system. Thus, try scheduling weekly backups to run during non-business hours or on weekends. As for daily backups, we recommend using bandwidth throttling to optimize the network load. 


We typically hear from our customers - "how do I set my retention policy?”

The typical answer is - it depends. On many factors. There is no ideal “one policy to rule them all”. If you need help with optimal retention settings for your scenario -  check out our official community for help. Our solution architects, support team members and other fellow-backup experts will be keen to help.

Further reading How to Set Up Retention Policies in CloudBerry Backup

Full System Backup and Recovery

Our guide provides an overview of system backup and recovery methods:

  • System image and system state backup and recovery
  • Bare-metal recovery
  • Application-aware backup and recovery
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