Creating a Backup

Backups require configuration for restore points, scheduling, and storage location.

Backups are specific to an account, meaning they are tenant level, and only accessible from within the account they were created within. 

You can have as many backups as you want for each connector and can have different configurations per backup set to meet various business needs. 

To create a backup follow these steps: 

1. Use the account selector to select the account you want to add the backup to. By default when you first enter the account you will land on the Backup page, this is where you can add the backup from. 

2. Select the connector you want to add a backup for by clicking on the connector row item. This will open that connector's backup list and options. 

3.  To start configuring a new backup click on the add backup button  , which will be in the upper-right corner within the connector's details pane. This will open the backup configuration wizard, a four step process for creating a backup. 

4. Within step 1 of the backup configuration wizard, 'Name & items', enter a name for your backup and select the number of restore points you want the backup to have. When done click the 'Next' button. 

5. Step 2 of the backup configuration wizard, 'Schedule', is where you determine the frequency of the backup runs. Scheduling a backup is optional, if you want to run a one-time on demand backup just click 'Next'.

If you want to schedule the backup run, either as a single time or a recurring event, toggle the 'Disabled/Enabled' button . 

• • • If scheduling this as a single backup run enter the date and time in the provided fields. By default the system selects the 'Once' tab. 
    • If setting the backup as recurring, click the 'Recurring' tab. The frequency selection of 'Daily', 'Weekly', and 'Monthly' will appear, select the desired frequency. Depending on the frequency selected there will be different selectors and form fields to complete such as; start date, end date, day of the week, time of day, etc.

Once configured to your needs click the 'Next' button.  

6. Step 3, 'Storage Location', is where you assign a storage location for the backup process to write to. Under the 'Type' selector, select which storage location to use and under 'Name' select which bucket for that storage location you would like to write to. When done click the 'Next' button. 

7. Step 4 is a summary review of the backup's configuration. Here you can review all the aspects of the new backup to confirm before creating the backup. If satisfied with the configuration click 'Create backup'. 

8.  After the system successfully creates the new backup you will see a notification confirming the new backup.