Workflow Templates: Server Backup Checklist

Identify critical data and applications that need to be backed up.

Determine the backup schedule and frequency.

Select the appropriate backup methods (full, incremental, differential).

Ensure that backup storage solutions are available and sufficient.

Develop a disaster recovery plan outlining steps in case of backup failure.

Install and configure backup software on the server.

Set up backup jobs according to the planned schedule.

Configure backup destinations (local, remote, cloud).

Set up notifications and alerts for backup status and errors.

Test backup configurations to ensure they work as intended.

Run initial full backups to establish a baseline.

Monitor backup jobs for successful completion and errors.

Verify the integrity of backup files regularly.

Rotate and manage backup media according to retention policies.

Document all backup activities and maintain logs for auditing.

Perform periodic test restores to verify backup reliability.

Check backup logs for any anomalies or issues.

Ensure that all critical data is included in the backup.

Confirm that backup files are stored securely.

Update documentation with any changes in backup procedures or configurations.

Server Backup Checklist