Switchvox - Backups
Table of Contents
The Backups tool lets you create and download a backup file containing much of the data and audio files for Switchvox. This file may be used at any time to restore Switchvox to the same state it was in at the time the backup was created. Access its functions by clicking one of its three tabs:
Create Backup
Set Up Automatic Backups
Upload and Restore Backup
NOTE: Always backup your Switchbox system before making any changes to it, including restoring the system from a backup.
IMPORTANT: A best practice for backups is to schedule a daily automatic backup that stores the backup file on an FTP server. For details, see “Set Up Automatic Backups."
Create Backup
Click the Create Backup tab to display the Create Backup File page.
On the Create Backup File page, click the YES/NO boxes next to any of the optional components that you want to include in the backup. The only thing you cannot include in a backup is Call Recordings; those are backed up separately. For details, see Call Recording Settings. The total approximate size of the backup before compression is shown near the bottom of the page.
Click Save Backup to create the backup and return to the main page.
WARNING: The backup process may take several minutes depending on the amount of content. Do not click any links or buttons during the backup processing.
After the backup is created, the Backups page is displayed with the new backup in the Backups table. Click on Download to save the backup (which may include multiple files). Be sure to put Backup files in a location from which they can be easily accessed to restore your system.
Set Up Automatic Backups
Click the Set Up Automatic Backup tab to display the Automatic Backups page. It is good practice to schedule daily automatic backups. To do this, click Setup Automatic Backups to display the Automatic Backups page. Be sure to test your FTP settings, and to check the boxes for any optional components that you want to include. To disable automatic backups, clear all of the FTP information, then click Save Settings. Those changes are saved, and the main Backups page is displayed.
Schedule Settings
Automatic backups will occur every. Select the day of the week and enter the time to run the backup process.
Number of backups to keep. Enter the number of backups to store. When this number is exceeded, the oldest backup is deleted from the FTP host.
FTP Settings
Enter settings for the FTP server to store backups:
FTP Host Name. Enter the hostname of your FTP server.
FTP Username and FTP Password. Enter the username and password to use to access the server.
FTP Directory Path. Enter the path to the directory to store the backup files.
Use SFTP. Select NO or YES
Test FTP Settings. Click to test this information to be sure your backup files can be transferred.
Clear All Settings. Click to clear.
Directories Available for Backup
This section lists the directories available for backup, including their size and an Include YES/NO switch for each. Required directories cannot be switched to NO.
The total approximate size of the backup before compression is displayed at the bottom of the page.
After you have entered the settings you want, click Save Settings to save this automatic backup setting and go back to the main Backups page. To disable automatic backups, clear the FTP information, then click Save Settings.
Upload and Restore Backup
Be absolutely sure you want to restore your system from any backup file before clicking a Restore option. Restoring your system from a backup file causes the following to happen:
Your current Switchvox configuration is overwritten with the contents of the selected backup file.
All current calls are dropped.
All agents will be logged out of queues.
All data created since the backup was created will be lost, including extensions and voicemail.
Restoring From the List.
If the backup file you want to use is listed in the table of Backups, you can restore from the list. Find the backup file in the list and click its Restore icon. Verify you want to restore using this backup, by clicking Yes, Restore Backup.
Restoring From a Backup on Your Computer.
If the backup file you want to use is not listed, then you need to upload the backup file from your hard drive, then restore. To use this process, do the following:
Browse to find the file on your computer. If the backup is contained on multiple files, select the meta file.
If you select a meta file, you are prompted to Browse for all of the files.
After selecting the files, click Upload and Restore Backup.
Deleting a Backup File from the List.
Click the Delete button for the backup.
Verify you want to permanently delete the file by clicking Yes, Delete Backup. This deletes and removes the backup from the list, and the Backup page is displayed with a message indicating that the file has been deleted.