Using the Backup module (Legacy)

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.

Backing up your PBX is a crucial step in the setup process. You have several ways to automate this process, or you can do an "on the fly" backup as needed. If you are wish to create a Warm Standby with 2 PBX systems please see our Warm Spare Setup wiki.

Logging In

Logging into the Backup and Restore module and you will see a screen like the one below. 

• On the top menu click Admin

• In the drop down click Backup & Restore

You'll see a list of the current backup jobs you have created, and any that were created by default.

Open

Menu Items

Click the menu button

Open

 at the right to expand the menu.

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.

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

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.

To include the full backup template, drag it from the Templates bin to the Items bin.

Once you add an item, you will see the items that will be backed up, as well as any exclusions:

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.

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.

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.

The Available Servers list shows servers that have been set up to store the backup as defined in the servers section of the backup module. Please see server section for more information on defining other servers.

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.

Backup Schedule

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.

Maintenance

Here we can define how many copies of the backup we want to keep and when they should be deleted

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.

Run

You can manually run your backup at any time by visiting the Backups section and clicking the run button. 

When you do this, a window will pop-up displaying the status of the backup. You should see "Backup successfully completed!"

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.

Available backups will be displayed. Browse the folders to view available files.

Browse the folders and select a backup to restore from. More details will be shown to the right.

Click the Go! button. You will be taken to a page where you can select which items to restore.

Use the checkboxes to select which items you would like to restore, then click the Restore button.

A window will pop up showing the status of the restore.

The status window will say Done! when the restore is complete.

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.

In the Restore section of the Backup & Restore module, click the Browse button.

Select a file from your local computer.

Click the Restore button to begin the restore process. You will be taken to a page where you can select which items to restore.

Use the checkboxes to select which items you would like to restore, then click the Restore button.

A window will pop up showing the status of the restore.

The status window will say Done! when the restore is complete.

Servers

The Servers section shows the servers that have been created and allows you to create new servers.

Backup Server Types

Email

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.

Templates

The Templates section shows the templates that have been created and allows you to create or edit templates.

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.

When creating a template you will need to give it a name and optionally, a description.

Click the plus sign button to select which files, directories or databases will be included. Select the item type and then fill in the appropriate fields. Repeat the process for each type of item you would like to add to the template.

The example below shows the four types of items that can be chosen from the drop-down menu.

Click the Save button when finished.