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This Page is for the legacy version of the Backup and Restore module from before PBX version 15. Please see this page for the current documentation. |
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Overview
It is critical that you have a backup procedure in place. We offer a support package that includes automated offsite backups. This module is used to backup your PBX phone system settings and configurations. If you have a support contract that includes offsite backups, the backup will be defined here. Please do not remove or edit the backup marked "Schmooze POMPs", or your backups will no longer be sent to us for offsite storage.
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This information applies to versions 14.x and below. |
Logging In
Logging into the Backup and Restore module and you will see a screen like the one below.
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You'll see a list of the current backup jobs you have created, and any that were created by default.
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Menu Items
Click the menu button
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at the right to expand the menu.
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Backups
The Backups section of the backup module is where you actually define a backup job. You can create as many backup jobs as you want and set when and how often they should run, what should be included in the backup, and where to store it.
Restores
The Restore section of the backup module is where you restore from a backup. You can restore from a backup on your local computer or from any defined FTP, SSH or Local storage server.
Servers
The Servers section is where you define any PBX servers or database tables that you want to backup configurations from. You also define Linux boxes or FTP servers you want to store the backups on.
Templates
Templates are used to create groups of files, directories, or databases that you want to include in a backup. We have defined some standard templates for you already, but you can add your own custom templates. When creating a backup job, you can drag one or more templates into it to define what is going to be backed up.
Backup Settings
Click the New Backup button to create a new backup, or click an existing backup to edit its settings.
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Backup Name
Give your backup job a name to easily identify it.
Description
Here you can optionally define a longer description or add notes.
Status Email
If defined, the system will send status updates to this e-mail address when the backup task is run.
Backup Items
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Items
This is where you choose what will actually be backed up. On the right side you will see a list of standard templates that are included with your PBX. The most standard template you would want to use for a normal daily backup is the Full Backup.
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APPLICATION NOTE The Full Backup template does not include any voicemails, custom music on hold, or system prompt recordings. If you want these to be included, drag the “System Audio” and “Voicemail Templates” from the Templates bin to the Items bin. |
Hooks
Hooks allow you to base the backup job on the following actions in order to execute a custom script at the location defined for each action. This is for advanced users who would like to customize the following actions.
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APPLICATION NOTE Make sure your script has execute permissions for the Asterisk user. |
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Pre-Backup Hook
Hook to run before starting the actual backup.
Post-Backup Hook
Hook to run after completing the backup.
Pre-Restore Hook
Hook to run before starting the actual restore of the backup.
Post-Restore Hook
Hook to run after completing the restore of the backup.
Backup Server
This is where you choose which server to back up. This can be the local PBX that the backup module is on, or it could be another PBX as defined in the servers section of the backup module. Please see the server section for more information on defining other servers. Most of the time you will pick “This Server,” since that is what we want to back up.
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Storage Location
Storage locations are servers that have been set up to store the actual backup on. By default we include the local server as a storage location.
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The Storage Servers list defines where to store the backups. Drag one or more storage servers from the Available Servers bin to the Storage Servers bin.
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Backup Schedule
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Never
Never run the backup
Hourly
Every hour at the top of the hour
Daily
Every day at midnight
Weekly
Every Sunday at midnight
Monthly
This first of each month at midnight
Annually
January 1st at midnight
Reboot
On a reboot command of the PBX an upgrade will be run.
Custom
Allows you to define your own schedule on when to run upgrades.
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Maintenance
Here we can define how many copies of the backup we want to keep and when they should be deleted
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Delete After Time Frame
Here you can define increments, for example delete after 3 months or 5 weeks.
Delete After Runs
Here you can define how many copies of the backup to delete versus deleting backups by time frame such as only keep fifteen. On the 16th backup the oldest backup will be deleted from the system. We recommend keeping 7-10 backups only to conserve hard drive space
Save
When you have things the way you want them, click the Save button.
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Run
You can manually run your backup at any time by visiting the Backups section and clicking the run button.
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When you do this, a window will pop-up displaying the status of the backup. You should see "Backup successfully completed!"
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Restore
In the Restore section, you can select a server to restore the backup from, or select a backup file on your local computer.
Restoring from a Server
Available servers are shown at the bottom of the list on the right side of the screen. Select a server.
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The status window will say Done! when the restore is complete.
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Restoring from a Local File
You can upload a backup file from your local computer if you have it stored on the same computer you are using to log into the Backup & Restore module.
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The status window will say Done! when the restore is complete.
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Servers
The Servers section shows the servers that have been created and allows you to create new servers.
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Backup Server Types
Sends a backup file as an email attachment.
FTP
Sends a backup file to an FTP server. The backup can be directly restored from the FTP server.
Local
This is the local PBX (server) that the backup is stored on. The backup job will be performed on this local server and can be restored from here as well.
MySQL Server
This is where we define where the MySQL server is located and how to log into it so we can back up the database.
SSH Server
This could be another PBX that you log into and perform the backup on. For example, if you have a warm spare backup box, you would set up the backup job on the warm spare to log into the production server, perform the backup on the production server, and then move the backup file to the backup server and restore it on a nightly basis.
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APPLICATION NOTE You can also define a SSH server for storing backups just like an FTP server, and using SCP to copy the files over to the SSH server. Any Linux box that supports SCP can be an SSH Server. |
Templates
The Templates section shows the templates that have been created and allows you to create or edit templates.
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Templates that were included at install cannot be modified. You can create your own templates, but there typically is no need for this unless you need to want to simplify the process of including custom files, directories, or databases in a backup. You can create a template for the custom files, then drag that template into a backup job instead of adding the custom files to the backup one-by-one.
Creating a Template
In the Templates section of the Backup & Restore module, click the New Template button.
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