Switchvox Backups Admin Training

Backups

This article is a companion document for the Switchvox Backups video and will guide you through how to create a backup, how to set up automatic backups, and how to upload/restore from a backup.

Where to Find

While signed into your Switchvox Administration portal, go to Server -> Maintenance -> Backups.  

Open

Creating a Backup

After clicking Create Backup, select which directories you wish to back up (most of them are automatically included in the back up file). The directories that are automatically backed-up are: 

• PBX Configuration (this does NOT include data in IP Configuration)

• Hardware Configuration

• Database Configuration

• Sounds / Sound Packs

• Profile Images

• IAX RSA Keys

• Phone Apps

• Audio Codecs

• Distinctive Ringtones

• Idle Screens

• Phones Apps

Open

Click the check boxes next to any of the optional components that you'd like to include in your backup. The optional items you can select are: 

• Voicemail and Fax Files

• Voicemail Greetings

• Music On Hold Files

• PBX Error Logs

To create a backup of your Switchvox configuration, click Save Backup. Note: the backup process may take several minutes, depending on the amount of content- do not click on any links or leave this page during the backup process.

When the backup process is complete, the Backups page is displayed with a new backup. Click the Download button to save your backup file.

Setting Up an Automatic Backup

It's recommended that you set up a daily automatic backup that stores the backup file onto a FTP server. To schedule an automatic backup, click on Set Up Automatic Backups. 

First, set when you want the backup to occur by selecting a day from the drop-down menu, then select the time. You can select a specific day of the week, or you can select 'Day', which will backup your configuration everyday at the specified time.

Finally, enter the information for the FTP server. Set the Host Name, User Name, Password, Directory Path (where you want to store the backup files), and indicate SFTP as appropriate. 

Click Test FTP Settings to set this information to ensure your backup files may be properly transferred. Once the test is complete, you may then select which components will be backed up- click Save Settings when done.

Uploading and Restoring a Backup File

To choose a backup file, select Upload and Restore Backup.

A warning box will appear, stating that your currant configuration will be overwritten with the contents of this backup file. From here, browse and select your backup file and then click on Upload and Restore Backup to start the process.