Backup & Restore

Why Backup?

• Protect against data loss
• Disaster recovery
• Migration to new environment
• Compliance requirements
• Point-in-time recovery

What Gets Backed Up:

Not Backed Up:

• Cached data (rebuilt automatically)
• Session data (temporary)
• External integrations state

Scheduled Backups:

Automatic backups run on a schedule.

Default Schedule:

Configuring Schedule:

1. Go to Admin → Tools → Backup
2. Click Settings
3. Adjust schedule:
4. Backup time
5. Frequency
6. Retention period
7. Save configuration

Backup Window:

• Choose low-traffic times
• Consider timezone
• Avoid business hours
• Default: 2:00 AM UTC

Creating Manual Backup:

1. Go to Tools → Backup → Create Backup
2. Choose backup type:
3. Full: Complete data backup
4. Selective: Choose specific data
5. Add description (optional)
6. Click Start Backup
7. Wait for completion

Selective Backup Options:

☐ Ideas and votes

☐ Users and roles

☐ Products and categories

☐ Comments

☐ Settings and configuration

☐ Files and attachments

When to Manual Backup:

• Before major changes
• Before migrations
• Before bulk operations
• Before upgrades
• Before testing destructive actions

Storage Options:

Configuring Storage:

1. Go to Backup → Settings → Storage
2. Select storage provider
3. Enter credentials
4. Test connection
5. Save

Cloud Storage Setup:

AWS S3:

• Bucket name
• Access key ID
• Secret access key
• Region

Google Cloud Storage:

• Bucket name
• Service account JSON
• Project ID

Azure Blob:

• Container name
• Storage account
• Access key

Storage Best Practices:

✓ Use separate backup bucket

✓ Enable encryption at rest

✓ Enable versioning

✓ Set lifecycle policies

✓ Test restore regularly

Encryption Options:

At-Rest Encryption:

Backup files encrypted on storage.

• AES-256 encryption
• Provider-managed keys
• Customer-managed keys (Pro)

In-Transit Encryption:

Data encrypted during transfer.

• TLS 1.3
• Automatic for cloud storage

Setting Up Encryption:

1. Go to Backup → Settings → Security
2. Enable encryption
3. Choose key management:
4. Platform-managed
5. Customer-managed (provide key)
6. Save settings

Key Management:

• Rotate keys periodically
• Store keys securely
• Document key locations
• Test decryption

Compliance:

• GDPR compliant
• SOC 2 ready
• HIPAA available (Pro)

Backup List:

Tools → Backup → Backups

Displayed Information:

Filtering Backups:

• By date range
• By type
• By status
• By storage location

Backup Details:

Click on backup to view:

• Complete metadata
• Contents summary
• Integrity status
• Download option
• Restore button

Storage Usage:

View total storage used by backups:

• Current usage
• Usage trend
• Retention impact

Restore Options:

Full Restore Process:

1. Go to Backup → Backups
2. Select backup to restore
3. Click Restore
4. Review warnings:
5. Current data will be replaced
6. Users will be logged out
7. Downtime expected
8. Type confirmation
9. Start restore

Selective Restore:

1. Select backup
2. Click Selective Restore
3. Choose data to restore:
4. Specific products
5. User groups
6. Date ranges
7. Individual items
8. Preview changes
9. Confirm restore

After Restore:

• Verify data integrity
• Check user access
• Test functionality
• Review audit logs

Downloading Backups:

Why Download:

• Off-site storage
• Compliance archives
• Migration preparation
• Long-term retention

Download Process:

1. Select backup
2. Click Download
3. Choose format:
4. Encrypted (.backup)
5. Archive (.zip)
6. Download file
7. Store securely

Uploading Backups:

When to Upload:

• Migrating from another instance
• Restoring from off-site storage
• Moving between environments

Upload Process:

1. Go to Backup → Upload
2. Select backup file
3. Verify encryption key (if encrypted)
4. Upload file
5. Validate backup
6. Now available for restore

File Integrity:

• Checksums verified
• Format validation
• Encryption check
• Content scanning

Recovery Planning:

Components of DR Plan:

• RTO: Recovery Time Objective
• How fast to recover
• RPO: Recovery Point Objective
• How much data loss acceptable

Recommended Settings:

DR Test Schedule:

• Quarterly restore tests
• Annual full recovery test
• After major changes

Recovery Checklist:

☐ Identify latest good backup

☐ Verify backup integrity

☐ Prepare recovery environment

☐ Initiate restore

☐ Verify data integrity

☐ Test functionality

☐ Notify stakeholders

☐ Document lessons learned

Emergency Contacts:

Document and maintain:

• Admin contacts
• Support escalation
• Cloud provider support

Common Issues:

Backup Failed:

1. Check storage connectivity
2. Verify credentials
3. Check disk space
4. Review error logs
5. Retry backup

Restore Failed:

1. Verify backup integrity
2. Check encryption key
3. Ensure sufficient space
4. Review compatibility
5. Contact support if needed

Slow Backups:

• Check network speed
• Consider incremental backups
• Optimize backup window
• Use closer storage region

Storage Full:

• Review retention policy
• Delete old backups
• Expand storage
• Archive to cold storage

Error Messages:

Getting Help:

• Check documentation
• Review backup logs
• Contact support
• Check status page