Skip to content

How Do I Test That My Business Backups Actually Work?

A backup you’ve never restored is a guess. On a set schedule, pull a few real files back from each backup, restore a copy of your website to a test site, and confirm everything opens and works. Write down the date, what you tested, how long it took, and anything that failed.

Pick sample files from each backup, like a contract, last month’s invoices, and a customer export, and restore them to a separate spot. Open them. Check that they’re complete and current.

Before launch, and after big changes, confirm the website can be restored. The safest way is to restore a backup to a staging site, a private copy of your website used for testing (see 13.2.3 Staging and Production Sites), and click through it.

Make restore testing part of your routine security procedure (see 22.8 Security and Backup Procedure), with a set schedule and a named owner.

Made-up example: Maple Street Bakery’s owner restores last week’s order spreadsheet from her backup drive and finds the file is there but three weeks old. The automatic backup had stopped when she replaced her laptop. She fixes the schedule the same day, long before she ever needs it.

  • Backups fail quietly. A full drive, a changed password, or a canceled plan can stop them with no warning.
  • Some backups are incomplete. A website backup might include files but not the database.
  • Restores take longer than people think. Knowing the real time helps you plan.
  • Ransomware recovery depends on it. The Cybersecurity and Infrastructure Security Agency (CISA) advises restoring from offline, encrypted backups after an attack (see 11.9.3 Ransomware).

Every business that keeps backups. If you rely on a vendor for backups, like a web host or bookkeeping software, you still need to confirm you can get your data back out.

  1. Pick a schedule. For example, a few sample files each quarter and a full website restore twice a year and before launch (see 28.3 Quarterly Review Checklist).
  2. Name an owner for the test and a backup person.
  3. Restore sample files to a separate folder, not over the originals.
  4. Open each file and check that it’s complete and recent.
  5. Restore the website to a staging site. Check pages, forms, images, and the admin login. Never test by restoring over your live site.
  6. Open a customer export and confirm all fields are there.
  7. Time it. Write down how long each restore took.
  8. Fix anything that failed and test again.
  9. Record the result.
  • A test log with date, who tested, what was restored, results, and time taken
  • Screenshots of restored files and the staging site
  • Notes on any fixes made

Keep the log with your security procedure records.

  • Checking that a backup file exists instead of actually restoring it.
  • Restoring over the live website and causing an outage.
  • Testing only one kind of backup, like files, and skipping the website or CRM.
  • Not testing after changes, like a new computer or new hosting plan.
  • No one owns the test, so it never happens.

Web developer: to set up a staging site and test website restores. Information technology (IT) specialist: for file and system restores. Questions to ask:

  • Does our website backup include the database, files, and settings?
  • Can you restore our site to staging so we can check it?
  • How long would a full restore take if we lost everything?

[Bill: add a short note. For example, a time a backup looked fine but wouldn’t restore, or how you test restores for SiteSmarty client websites.]

If you’d rather have this done for you, SiteSmarty builds and manages websites for small businesses.

  • [Date I did this:]
  • [What I actually did, step by step: which files and which website I restored as a test]
  • [What it cost and how long it took:]
  • [What surprised me or what I’d do differently:]
  • [Screenshot or photo to add, with private info blurred: a restored file and the staging site]
  • [Result so far:]

How often should I test my backups? Pick a schedule you’ll keep, such as sample files each quarter and a full website restore twice a year, plus after any big change.

How do I test a website restore safely? Restore the backup to a staging site, a private test copy, and click through it. Don’t restore over the live site.

What should I record? The date, who tested, what was restored, whether it worked, and how long it took.

What if the restore fails? Fix the backup setup right away, run a new backup, and test again. A failed test is the point of testing.

LineQuestionPass looks likeFail looks likeEvidence to collect
11.8.8 Recovery testHave sample files been restored from backup on schedule?Dated test log with successful restoresNo tests, or only checking that files existTest log, screenshots
13.8.8 Website backup reviewHas the website been restored to staging to confirm the backup works?Successful staging restore before launch and on scheduleNever restoredStaging screenshots, log
22.8.5 Recovery testingIs restore testing part of the routine security procedure with an owner?Named owner and schedule in the procedureNo owner or scheduleProcedure doc, log

Where this fits

Do this first: 11.8 Business Backups

Do this next: 11.9.1 Lost Device

Related pages: 13.2.3 Staging and Production Sites, 13.8 Website Launch Checklist, 22.8 Security and Backup Procedure, 11.9.3 Ransomware

Sources

This page explains general rules and Bill's own experience. It is not legal, tax, or insurance advice. Talk to a qualified professional about your situation.

Get free updates

I'll send you a short email when new guide pages and videos go up.

No sales pitches. Unsubscribe any time.