SharePoint Backup: How to safeguard business data

SharePoint is one of the collaboration platforms most used by companies and organizations around the world for document and information management. As the adoption of this solution grows, it becomes critical to ensure the security and continuous availability of archived data. The SharePoint backup is therefore an essential element in making sure that the contents, configurations and permissions are protected against accidental loss, human error or cyberattacks. In this article, we'll explore the best practices for backing up SharePoint, the different options available, and the key considerations for keeping business data safe, helping to improve the resilience and business continuity of your business.

What you'll find in this article

  • Introduction to backup in SharePoint
  • SharePoint Backup: Why is it important?
  • Options available for backup to SharePoint
  • SharePoint Backup: best practices for securing data
  • SharePoint Backup: common problems and recommended solutions
SharePoint Backup: How to safeguard business data

Introduction to backup in SharePoint

Microsoft SharePoint is one of the most common platforms for corporate intranets, and it is estimated that more than 200,000 organizations worldwide use SharePoint, with a base of more than 190 million active users. These numbers include companies of all sizes, from government bodies and multinationals to small and medium-sized businesses, that use SharePoint both in the online version (part of Microsoft 365) and on-premises to build intranets, collaborative portals, document management systems and other business solutions.

SharePoint's native integration with Microsoft 365 makes it a popular tool for collaboration and content sharing. Organizations often find themselves storing, organizing and sharing large amounts of data on SharePoint Online or on an on-premises SharePoint server, making it essential to back up the platform regularly.

It's easy to overlook SaaS-based tools when planning a backup policy, but these tools often represent a larger part of daily workflows than you might imagine.

So why not take a closer look at them to get to know them better?

What are SharePoint On-Premise and SharePoint Online

Companies are constantly looking for ways to improve their communication strategies and incorporate workflow and data sharing procedures. Microsoft offers communication and collaboration solutions to organizations through its cloud-based application SharePoint Online and the localized version SharePoint On-Premise.

However, many companies struggle to determine which of these applications is best suited to their needs and how it may affect business operations, while trying to keep their important data in a safe place. So, before we analyze the available backup options, let's take a moment to review the different versions of SharePoint currently in use.

SharePoint Online

SharePoint Online is a cloud-based collaboration platform and document management system offered by Microsoft, used by many companies. It allows you to quickly and easily store, organize and share files from anywhere in the world.

As we know, cloud services are cheaper and offer more practical and convenient tools, and Microsoft SharePoint Online offers three paid plans to choose from, based on the needs of your organization, thus providing the scalability necessary for your business.

You can then choose the plan that best meets your needs and that best suits your budget. Let's see what these plans offer:

  • Piano 1 is ideal for small and medium-sized businesses. It includes 1 TB of OneDrive storage, the ability to securely share files both on-premises and offsite, access to Microsoft Lists, and a range of tools for organizing, creating content, and sharing.
  • Piano 2 offers comprehensive enterprise-level functionality, including unlimited personal cloud storage and data protection (DLP) to monitor and protect sensitive information.
  • Piano 3 Office 365 E3 includes all Office applications, Plan 2 features, and other additional features.

SharePoint On-Premise

SharePoint On-Premise is a version of SharePoint installed on local servers. SharePoint Server On-Premises offers complete control over the environment, including the ability to customize and add new functionality.

While SharePoint on-premises requires initial configuration and ongoing maintenance, it can be an excellent choice for organizations with specific needs or who want complete control over their data to customize it to their needs.

The plans to choose from are:

  • CAL standard: offers the core capabilities of SharePoint, including a single infrastructure for all of the organization's SharePoint sites, an integrated collaboration forum, and a massive enterprise content management system (CMS).
  • Enterprise CAL: offers all the SharePoint functionality of the Standard package, including Access and InfoPath services, and business intelligence capabilities such as Excel Service, Power View, PerformancePoint Services, and Visio Services.

SharePoint Backup: Why is it important?

Backing up Microsoft SharePoint data is critical for every organization that uses this platform. Without a backup plan, businesses could lose information and experience costly periods of inactivity if data is accidentally deleted, damaged, or corrupted by hardware malfunctions.

Investing in a backup solution for SharePoint ensures that information is secure and can be easily recovered. If your organization has backup software, you can protect it against accidental deletions caused by human error, cyberattacks, hardware problems, and other unforeseen events that could put business data at risk.

So let's not wait until it's too late to understand how important it is to back up the SharePoint system. Let's start taking action by providing the company with a reliable backup system, designed for the organization's specific needs, to effectively protect its valuable data.

A SharePoint backup protects data stored on a SharePoint site, ensuring that it is easily recoverable in the event of data loss. SharePoint includes features to protect against unauthorized access and accidental deletion, but the risk of data loss remains. For example, you may lose data if the following scenarios occur:

  • Corrupt memory for on-premises SharePoint instances
  • Fires, natural disasters and other catastrophic events
  • Ransomware attacks
  • Compromise of administrative accounts
  • Malicious actions by authorized users

SharePoint faces security risks similar to Microsoft 365, and backup and recovery systems help mitigate these risks.

Because, as we know, unexpected scenarios happen even more frequently than we imagine, in these cases, you can lose your precious data in a flash, but if you have a backup solution, you can rest easy knowing that, whatever happens, you'll be able to restore these important files.

Therefore, if you want to ensure the continuity of your activities and processes without interruption, it is essential to have a backup solution available, which is a lifesaving solution in case of cyberattacks, natural disasters or hardware failures. By using this service, you will be able to avoid many problems and headaches.

SharePoint backup system for a farm

Features of an effective backup solution for Microsoft SharePoint

Effective backup solutions for SharePoint are critical to ensuring data protection and maintaining business continuity. The right backup solution will protect your organization's critical information and ensure trouble-free recovery in the event of data loss, file corruption, or any other unexpected event.

But what are the characteristics of a backup solution worthy of the name? Let's take a look at some key features to look for in effective SharePoint backup solutions:

  • Granular control and recoverability
  • Automatic scheduled backups
  • Incremental and differential backups
  • Off-site and cloud storage
  • Monitoring and alerts
  • Fast recovery
  • Easy integration with existing systems

By choosing a backup solution for SharePoint with the key features mentioned above, your organization will be able to protect its data, reduce risks, and improve overall operational resilience. A solid backup strategy not only provides peace of mind, but it also ensures that the SharePoint environment remains secure and reliable.

Backing up a site collection to SharePoint

Consequences of not having a backup for SharePoint

Now let's talk about the possible consequences of not having a SharePoint backup, which can expose organizations to risks such as:

  • Loss of data: accidental deletions, corruption issues, or system malfunctions can lead to the disappearance of crucial SharePoint data, documents, and settings, resulting in business interruptions and potential difficulties in retrieving lost information.
  • Non-compliance standards: The lack of a backup of SharePoint data can result in regulatory violations, putting the organization at risk of financial consequences.
  • Inactivity and loss of productivity: When data loss or system failure occurs, organizations may face periods of inactivity as they try to recover lost information and restore SharePoint operations. This downtime can affect productivity, teamwork, and customer satisfaction.
  • Damage to reputation: An organization's reputation can be damaged due to data loss incidents, resulting in a loss of customer trust. Failure to protect SharePoint data could make the organization unreliable or insecure, resulting in diminished business opportunities and competitive disadvantages.

Establishing a backup strategy for SharePoint is crucial to protect your data, ensure business continuity, and reduce risks associated with data loss and system failures. With regular and scheduled backups, organizations can protect their SharePoint platform, meet obligations, and maintain levels of productivity, while preserving customer trust.

Today, data protection is invaluable in the digital world in which we live. Every reputable organization must have a backup and recovery option in case of unexpected scenarios. Having that option is truly a salvation when our business suffers a hardware failure, a cyberattack or a natural disaster.

Data stored on SharePoint can be easily backed up and restored whenever needed. Organizations use SharePoint to manage and store important files, document libraries, and photos, but knowing how to create a backup of content is essential to be able to restore SharePoint data when necessary. So let's see how to do it in the next section.

Are you looking for a technical team that knows how to move in the Microsoft 365 ecosystem?

To successfully implement business processes within the Microsoft 365 ecosystem, the following skills are needed:

  • software development skills
  • excellent knowledge of the Microsoft Azure cloud
  • ability to manage the Microsoft 365 tenant and its policies
  • knowledge of the main vertical software included in the Microsoft 365 subscription

Dev4Side Software has the vertical technical skills to provide you with a single, transversal point of contact for all the elements of your subscription.

Options available for backup to SharePoint

As far as SharePoint Online is concerned, there is no backup system available 'out of the box'. At least not in the sense of what we mean by a real backup. In most cases, when we talk about backup, we are referring to the following:

  • A full backup of all documents/content in SharePoint
  • A continuous backup that occurs regularly/frequently (for example, daily)
  • A backup that allows for an easy restore process (previous state) for a set of documents, folders, or entire SharePoint sites

Therefore, compared to what was described above, SharePoint Online does not have an integrated backup system.

Instead of a real backup, SharePoint Online has the following options/alternatives:

  • Version history: allows you to record incremental changes made to documents and to restore them if necessary. Although this is not a real backup, it allows you to restore previous versions of documents in case you need to recover specific files. To be clear, this functionality isn't about deleting files, but rather about restoring changes made to documents.
  • Basket: designed for occasional recovery processes, when files, pages, and list items are deleted in SharePoint. Again, this isn't a real backup, but a practical way to recover some deleted files. The recycle bin keeps deleted items for up to 93 days.
  • Restoring the document library: closest option to a 'backup', as it allows you to restore the entire document library to a previous time. However, it allows users to go back no more than 30 days.

SharePoint On-premise, on the other hand, offers the possibility of creating native and third-party backups of SharePoint site data, but some of you may be wondering how exactly the backup process works.

In this section, we are therefore going to examine and explain different ways to do it, and it will be as easy as drinking a glass of water. Let's not waste any more time and let's see them right away.

Automatic backup of file versions in SharePoint Online

Manually copying files

This method involves manually downloading or uploading site content through SharePoint Online's central administration interface platform.

It's one of the easiest methods to create a backup of site collections and critical data, but it takes time, as you'll have to select the files you want to save one by one. However, the process is pretty simple, and we'll provide a step-by-step guide on how to do it:

  1. To get started, we log in to Office365 with an administrator account (or a user account that is a member of the Farm's administrators group).
  2. Next, let's go to the SharePoint Online Administrative Center.
  3. From the menu on the left side, we select 'Backup and Restore' and then click 'Export a site or list'.
  4. We will have to select the SharePoint site or list that we want to save. This method is extremely useful when you need to back up certain data.
  5. It is now possible to customize your backup, so let's save the settings and start the process.

It's really simple, but you have to consider that manually backing up SharePoint On-prem data allows you to recover information up to 10 GB at a time. This method is primarily used for backing up specific files, not the entire site or collection of sites. You could therefore find yourself in the situation of having to divide lists or sites if they exceed 10 GB.

Another thing to keep in mind is that, unfortunately, manual backups are not always guaranteed. We're not saying that this always happens, but there are reports of users complaining of error issues with this type of backup. If you are afraid of such a scenario, we recommend looking for a third-party tool to perform the backup, which will allow you to benefit from automatic backups instead of doing it manually.

Windows PowerShell

Through Windows PowerShell, you have another option to save your important data quickly and easily. Follow these steps:

  1. First, open the Windows PowerShell command prompt, connect SharePoint, and add”Add-PSSnapin Microsoft.SharePoint.PowerShell”.
  2. Select the site collection that you want to save. It is best to create a new folder for backup.
  3. Create a new backup object with cmdlets like Backup-SPFarm, Backup-SP Configuration Database or Export-SPWeb, and then choose whether you want to make a full or differential backup.
  4. Start the backup process with the following syntax:”Backup-SPFarm -Directory E:Backup-Method Full.”

One of the main advantages of PowerShell backups is that they offer efficient monitoring of SharePoint backups; then, you can compress them for storage and retrieval.

SharePoint Backup: best practices for securing data

Securing backup options with SharePoint is a key element in solving your organization's data protection problem.

When outlining your backup strategy, you need to consider some key practices to achieve the best results. Let's look at them one by one:

  • Define clear objectives: Let's start by outlining clear recovery point objectives (RPO) and recovery time objectives (RTOs), based on business needs. RPOs and RTOs will guide the frequency of backups and the speed at which data should be restored.
  • Frequency of backups: one of the most important practices to consider. Third-party tools are one of the easiest ways to schedule regular, automated backups.
  • Apply the 3-2-1 backup rule: let's make sure we have at least three copies of the original data on two different media, with one copy kept off-site.
  • Keep backup logs: An important practice is to keep detailed records of backup activities, including dates, times, and any errors found. This documentation is valuable for troubleshooting and auditing purposes.
  • Encrypt your data: it is mandatory to keep sensitive information in end-to-end encrypted form to maximize security.
  • Test your backups regularly: another important practice is testing backups with automated tools, essential for any reputable organization. This way, you will have peace of mind knowing that there will be no problem restoring your data.
  • Consider incremental and differential backups: incremental and differential backups save time and storage space, capturing only the changes made since the last backup. This approach can improve backup efficiency.
  • Plan for hybrid environments: For organizations with hybrid SharePoint environments, it is important to ensure that backup strategies cover both on-premise and cloud-based data. This holistic approach ensures comprehensive coverage.

SharePoint Backup: common problems and recommended solutions

SharePoint is a vast product, and it's easy to overlook a few things when planning backup jobs.

Some of the common issues include:

  • Multitenancy environments: Many backup solutions can't handle data from more than one subscription.
  • Damaged uploads: Large files can be damaged if the Internet connection is unstable.
  • Unsupported applications: Some backup solutions that claim to cover Microsoft 365 offer limited support for SharePoint. Even if they can back up, restoring the data could be a challenge.
  • Limited support for hybrid deployments: databases or folders may be overlooked when backing up a hybrid on-premises SharePoint environment and SharePoint Online.
  • Blocking failed: It is possible to put an environment in read-only mode when the backup is running. If this fails, the data contained in a SharePoint site could be accidentally modified during the backup process.

The methods for recovering data from a SharePoint backup depend on whether the SharePoint site is hosted on-premises or as a SharePoint Online site. Recovering data using Microsoft backup solutions is simple:

  • Let's access the relevant SharePoint document library.
  • Let's select Settings > Restore this library.
  • Let's choose the date and time of the restore point that you want to recover.
  • If you're not sure which date to choose, check the activity feed to find the most recent, uncorrupted version.
  • Let's select Restore.

Conclusions

Safeguarding and protecting your data is more important today than ever. Beyond issues related to cybersecurity, your digital infrastructures may be threatened by a whole series of external circumstances that may compromise their operation and contents.

Taking into account these external factors (which are sometimes completely out of your control) is crucial, and having a solid and comprehensive backup strategy is just as important as having the best digital protections and security infrastructures.

Fortunately, SharePoint's features dedicated to backing up and restoring data can come to our rescue in this case and, combined with appropriate data preservation strategies, can make the difference between peace of mind and disaster. So let's not get caught unprepared and dedicate the importance and time they deserve to back up our data on SharePoint. In the future we may be relieved to have done so.

FAQ on Microsoft SharePoint Backup

Why is it important to back up SharePoint?

Backing up SharePoint is essential to ensure the security and availability of business data. Backups protect against accidental loss, human error, and cyberattacks, allowing you to maintain business continuity and preserve business resilience.

What are the differences between SharePoint Online and SharePoint On-Premise?

SharePoint Online is a cloud-based solution provided by Microsoft, which allows you to store, organize and share files wherever you are, offering flexibility and paid plans with different functionalities. SharePoint On-Premise, on the other hand, is a version installed on the company's local servers, which guarantees greater control over data and customizations, but requires infrastructure and internal management.

What backup options are available for SharePoint?

To back up SharePoint, you can use different approaches. One is manual backup, which consists of exporting data and content directly. Another is the use of the built-in backup capabilities provided by SharePoint or Microsoft 365. Finally, there are third-party solutions that offer advanced tools for backup and recovery.

What are the best practices for backing up data to SharePoint?

Among the best practices, it's important to schedule regular backups to continuously protect your data. Periodically verifying the integrity of backups is crucial to ensure that they are complete and working. Maintaining multiple versions of backups helps restore data from different points in time, while backup security must be a priority to prevent unauthorized access.

What are the problems with backing up SharePoint and how do I fix them?

Among the most common problems are backup errors, often caused by misconfigurations or network problems. Regularly monitoring and testing backup processes can prevent them. Long recovery times are another challenge, which can be solved by using efficient and well-planned backup solutions. In addition, it's critical that backup processes comply with data protection regulations to avoid penalties and ensure legal compliance.

Get in touch with the team

Modern Work

The Modern Work team effectively and swiftly addresses IT needs, primarily focusing on software development. The technical staff is well-trained in implementing software projects using Microsoft technology stacks and is skilled in managing both agile and long-term projects.