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School of Student Essentials

Information Management: backup and retention

Step 8 of 9 in Library

Next in your path: 13.7.3 Workspace Basics for Admins: sharing and security

What you'll be able to do
  • Explain the difference between sync, backup and archive, and use the 3-2-1 backup rule.
  • Know exactly what OneDrive's recycle bin, version history and Restore your OneDrive can and cannot save.
  • Recover from a ransomware attack in the right order, and keep your most private files in Personal Vault.
  • Keep a second copy outside OneDrive with Windows File History and an external drive.
  • Write a retention schedule: what to keep, for how long, and what to do at the end.
  • Understand how retention works on school and work accounts, and what happens to a OneDrive when someone leaves.
  • Write a backup and retention plan and prove it works with a restore test.

Many features here work differently on a personal Microsoft account and on a work or school account. Each lesson says which is which. On a work or school account, your administrator may change the settings.

Words in this course 36Open the Vocabulary Hall
01

Sync, backup and archive are three different jobs

In simple words

Sync is a mirror: change one side and the other side changes too, even if the change is a mistake. A backup is a photo taken earlier, so you can go back. An archive is a box in the attic for things you finished with but must keep.

Before this course: File Systems: naming, sharing and sync (course 13.6.2). You should already know naming rules, path limits, sharing links, access reviews and the safe order for fixing sync problems.

Key facts
JobWhat it doesWhat it does not do
SyncKeeps the same files on your devices and in the cloudProtect you from your own mistakes: a deleted synced file is deleted everywhere (course 13.6, lesson 4)
BackupKeeps a separate copy so you can restore after loss, damage or attackReplace good file habits
ArchiveKeeps finished files you must hold on to, out of the wayHelp with files you are still changing
  • The US Cybersecurity and Infrastructure Security Agency (CISA) recommends the 3-2-1 rule: 3 copies of important files, on 2 different types of storage (for example a hard drive and the cloud), with 1 copy stored off-site, away from your location.
  • CISA also says to protect backups with physical security, encryption and offline copies, and to choose a backup that runs automatically and regularly.
  • OneDrive alone is one copy in one place (the cloud) plus the synced copy on your computer. For the 3-2-1 rule you still need a copy that is not tied to the same sync.
Step by step
  1. Write a list of your 10 most important files or folders (school work, ID scans, photos, project files).
  2. Next to each one, write where it lives today: computer only, OneDrive, external drive, somewhere else.
  3. Count the copies for each item.
  4. Mark each item as "sync", "backup" or "archive" depending on how it is kept.
  5. Circle every item that has fewer than 3 copies or no copy away from your home or school.
  6. Check: you can point to your weakest item and say which part of 3-2-1 it is missing.
Watch on YouTube
3-2-1 Backup Rule ExplainedConnectWise · YouTube · youtube.com
Data Management: The 3-2-1 RuleUniversity of Wisconsin Data Services · YouTube · youtube.com

Videos by other creators on YouTube, for reference. They are not made by or affiliated with The Future Market.

LESSON 01Sync, backup and archive are three different jobs
LESSON 01 / ANIMATED LESSON / AI VOICE00:00 / 01:00
Read the video script
[Host] "Your files are in OneDrive. So they are backed up, right? Not quite."
[Screen: deleting a file in File Explorer, then it disappearing on onedrive.com] "Sync is a mirror. Delete here, and it is deleted there too."
[Text on screen: 3 copies, 2 types of storage, 1 off-site] "The 3-2-1 rule: three copies, two kinds of storage, one copy somewhere else."
[Host] "Sync keeps you working. Backup keeps you safe. Archive keeps what you must keep."
Try it now

Make your "copy count" table for 10 important items. Pick the one weakest item and write what you would add to reach 3-2-1.

ClaudeStuck? Copy a ready-made prompt for Claude

Copy this, open Claude, paste it, and Claude will walk you through the lesson step by step.

For a grown-up: Claude is for adults (18+). Copy this, paste it into Claude, and use the answer to explain the lesson to your child.

I'm learning "Information Management: backup and retention" on The Future Market. Lesson 1: "Sync, backup and archive are three different jobs".

What the lesson teaches:
- Job - What it does - What it does not do
- Sync - Keeps the same files on your devices and in the cloud - Protect you from your own mistakes: a deleted synced file is deleted everywhere (course 13.6, lesson 4)
- Backup - Keeps a separate copy so you can restore after loss, damage or attack - Replace good file habits
- Archive - Keeps finished files you must hold on to, out of the way - Help with files you are still changing
- The US Cybersecurity and Infrastructure Security Agency (CISA) recommends the 3-2-1 rule: 3 copies of important files, on 2 different types of storage (for example a hard drive and the cloud), with 1 copy stored off-site, away from your location.
- CISA also says to protect backups with physical security, encryption and offline copies, and to choose a backup that runs automatically and regularly.
- OneDrive alone is one copy in one place (the cloud) plus the synced copy on your computer. For the 3-2-1 rule you still need a copy that is not tied to the same sync.

The exercise I'm working on:
Make your "copy count" table for 10 important items. Pick the one weakest item and write what you would add to reach 3-2-1.

I'm stuck. Please:
1. Explain the main idea in plain, simple words with one everyday example.
2. Walk me through the exercise one small step at a time. Ask me what I've done so far before giving the next step.
3. Don't just give me the final answer. Help me do it myself, and check my work when I share it.
I'm a parent helping my child (about 8 years old) with a lesson called "Sync, backup and archive are three different jobs" from the course "Information Management: backup and retention".

Here's what the lesson says:
Sync is a mirror: change one side and the other side changes too, even if the change is a mistake. A backup is a photo taken earlier, so you can go back. An archive is a box in the attic for things you finished with but must keep.

The activity:
Make your "copy count" table for 10 important items. Pick the one weakest item and write what you would add to reach 3-2-1.

Please explain this so an 8-year-old understands: short sentences, a fun everyday example, and no hard words.
Then give me 3 simple questions I can ask my child to check they understood, and a way to do the activity together, one tiny step at a time.
Open Claude
Sources
My notes
02

OneDrive's safety nets and their limits

This lesson is part of full access: every course and every level for one payment.

03

Ransomware recovery and Personal Vault

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04

A second copy outside OneDrive

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05

Retention: how long to keep what

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06

Retention on school and work accounts

This lesson is part of full access: every course and every level for one payment.

07

Write and test your backup and retention plan

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++

Final project

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??

Quiz

  1. What is the difference between sync and backup?

  2. What does the 3-2-1 rule mean?

  3. How long can deleted files be restored from the OneDrive recycle bin?

  4. How far back can Restore your OneDrive go?

  5. After ransomware, what must you do before restoring your files?

  6. Can you share a file that is inside Personal Vault?

  7. Why is Windows Backup not your separate second copy?

  8. Which File History option avoids overwriting the current file?

  9. What can happen to a personal OneDrive that is over its storage limit for six months?

  10. In Microsoft Purview retention, what wins: retention or deletion?

  11. Where should you check how long to keep tax records?

EX

Final exam

This lesson is part of full access: every course and every level for one payment.

CE

Certificate

This lesson is part of full access: every course and every level for one payment.