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Using the Control Panel backup/restore feature

Introduction

The Backup/Restore features provided by the Control Panel allow you to backup your portal data and restore it in the <%= ((BasePage)Page).EditionVersion %> Edition. To access Control Panel, sign in to your portal and click the 'Control Panel' icon on the Start Page. Alternatively, you can go to the portal 'Settings' and select the 'Control Panel' link on the left-side panel.

Data backup

To create your portal data backup manually, switch to the Backup page in the Control Panel and use the Data Backup section:

Creating Backup manually" /> Creating Backup manually" />
  1. select the desired Storage for your backup files:
    • select the Temporary radio button if you wish to download the backup to your local drive when the backup process is over. You'll be able to do that using the link that appears below.
    • select the Documents module radio button and click the Plus button next to the field that appears below. The Select folder window will open. Set a folder in the Common Documents section where you wish to store your backup and click the OK button.
    • select the DropBox, Box.com, OneDrive, Google Drive radio button and click the Plus button next to the field that appears below. The Select folder window will open. Set a third-party resource directory located in the Common Documents section where you wish to store your backup and click the OK button.
      The third-party resource must be previously connected to the Documents module as well as make shared and put into the Common Documents section. Otherwise the DropBox, Box.com, OneDrive, Google Drive option will be disabled.
    • select the Third-Party Storage radio button, choose one of the available third-party storages and enter the necessary data to access it:
      The corresponding service must be previously connected in the Integration section of the portal settings. Otherwise the following settings will be disabled.
      • For the Amazon AWS S3 service, the following fields are available: Bucket (your unique bucket name) and Region (an AWS region where your Amazon bucket resides).
      • For the Google Cloud Storage service, the following field is available: Bucket.
      • For the Rackspace Cloud Storage service, the following fields are available: Public container, Private container and Region.
      • For the Selectel Cloud Storage service, the following fields are available: Private container and Public container.
    • select the Computer file radio button if you wish to save the backup on your local drive. In the Choose the storage location field that appears below, specify the path to the folder where you wish to store your backup.
    If you select the Documents module or DropBox, Box.com, OneDrive, Google Drive option, the backup file size affects the overall disk space used on your portal.
  2. check the Include Mail in backup box if you want to backup the Mail data as well. This increases the backup process time and backup file size, but if this option is unchecked, the Mail data will be lost after restoring and you'll need to connect accounts again.
    The license data will not be included into the backup. After restoring data from the backup, you will need to upload your license file again.
  3. click the MAKE BACKUP button.

Once the backup process is completed you'll find the backup .tar.gz file (portal-name_date_time.tar.gz) in the specified folder. If you've selected the Temporary storage, the link to download the created backup will be available for 24 hours.

Automatic backup

To automate the backup process, use the Automatic backup section of the Backup page in the Control Panel:

Creating Backup automatically" /> Creating Backup automatically" />
  1. click the Disabled switcher to enable the feature.
  2. select the desired Storage for your backup files (the available options are the same as those described above, except for the Temporary storage which is only available in the Data Backup section).
  3. specify the time interval at which backups should be created: Every day with an indication of the necessary time of the day, Every week with an indication of the necessary day of the week and time of the day, or Every month with an indication of the necessary day of the month and time of the day.
  4. set The maximal number of backup copies to be stored selecting the necessary value (from 1 to 30) from the corresponding drop-down list.
  5. check the Include Mail in backup box if you want to backup the Mail data as well.
  6. click the SAVE button.

Backups will be created automatically with the specified periodicity.

Data restore

To restore your portal data from the previously created backup file, switch to the Restore page in the Control Panel.

Restoring Backup" /> Restoring Backup" />
  1. select the Source where your backup files are stored:
    • select the Documents module radio button and click the Plus button below. In the Select file window, choose the necessary backup file stored in the Common Documents and click OK.
    • select the DropBox, Box.com, OneDrive, Google Drive radio button and click the Plus button below. In the Select file window, choose the necessary backup file stored in the third-party resource directory located in the Common Documents section and click OK.
    • select the Third-Party Storage radio button, choose the necessary third-party storage and enter the data to access it as well as the necessary backup file URL address in the Path field.
    • select the Computer file radio button, click the Plus button next to the Choose the storage location field, and browse for the necessary backup file stored on your local drive.
      Instead of selecting a backup file from a certain Source, you can just click the Show the backup list link below the radio buttons to select the necessary backup file from the backup history (if a backup file was deleted manually from the storage, it will not be available in the list). Click the Restore link next to the necessary backup file. To delete a backup file from the list, click the Remove Icon" /> icon.
  2. if necessary, leave the Send notification about portal restore process to users box checked to notify your portal users;
  3. click the RESTORE button.
    Remember that you will need to upload your license file again when the restoring process is complete. This can be done in the Payments section.