Difference between revisions of "Backup Data"

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(Manual Backup)
 
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[[File:helpheader_small.png|right]]
 
[[File:helpheader_small.png|right]]
''Location in standard build:'' '''''Administration > Security > Backup System'''''
 
  
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[[File:cl_BD_1.png]]
  
[[File:cl_BD_1.png|border]]
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__NOTOC__
  
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=Backup Routine=
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The system is automatically backed up, however you can have a manual back up routine in addition to this.  It is strongly recommended that you do a manual backup of the system in line with your internal policies.  You will have an escrow agreement with Dizions Ltd which allows you access to the software under certain circumstances.  With a copy of the software and your manual backups you will be able to restore the data locally.
  
The Backup Data page has two functions:
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[[File:Backup_routine.png]]
  
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==Automatic Backup==
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The automatic backup does not required any configuration and is run overnight, 7 days a week.  Each backup file is kept for 28 days.  Please note that this retention period is fixed and needs to be considered for your privacy policy.
  
===Backup Database Data as SQL===
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==Manual Backup==
  
This will create a complete copy of your data from the system. For your information, all data is securely backed up by the data centre every 24 hours. This manual backup feature should be run periodically and is to be used in the event of your system becoming unsupported. We have a copy of our source code held by a solicitor. In the event of Charitylog becoming unsupported, you will be able to obtain a copy of our source code. By putting this together with a backup from your system, you will be able to restore your data and carry on working.
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It is recommended that you do manual backups in line with your internal IT policies. The "Backup System" page allows two types of download:
  
This backup cannot be used without the source code. If you need to get figures and data out of your Charitylog system for reporting purposes, you can do so using the [[Reports]] menu item.
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* Full backup of database data (apart from uploaded documents) in SQL format.
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* Backup of uploaded documents.
  
  
[[File:cl_BD_2.png|border|600px]]
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===Database Data as SQL===
  
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[[File:cl_BD_2.png]]
  
===Backup of uploaded documents===
 
  
You can also download a compressed copy of all of the Uploaded Documents that have been stored on your Charitylog system.
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This option will create a single (compressed) SQL file containing your database data.
  
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'''Note that data will be visible as plain text in this file. Store data securely.'''
  
[[File:cl_BD_3.png|border|600px]]
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===Your Uploaded Documents===
  
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[[File:Document_backup_criteria.png]]
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This option will download your uploaded documents as a zipped folder.
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You can also filter the documents to be downloaded by:
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* Date of upload/amendment
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* Person who uploaded
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* Category
  
 
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[[User:Rob Kay|Rob Kay - manual author]] ([[User talk:Rob Kay|talk]]) 14:46, 28 April 2017 (BST)
 
[[Category:Features]]
 
 
[[File:helpheader_small.png|right]]
 
[[File:helpheader_small.png|right]]
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===Restoration===
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Restoration is designed for disaster recovery situations (total loss of the data), where the complete database is restored to a former state. Partial recovery, for instance where a user has accidentally deleted something, is a chargeable service, done at the discretion of the data team. This typically takes several days.

Latest revision as of 10:17, 23 August 2024

Helpheader small.png

Cl BD 1.png


Backup Routine

The system is automatically backed up, however you can have a manual back up routine in addition to this. It is strongly recommended that you do a manual backup of the system in line with your internal policies. You will have an escrow agreement with Dizions Ltd which allows you access to the software under certain circumstances. With a copy of the software and your manual backups you will be able to restore the data locally.

Backup routine.png

Automatic Backup

The automatic backup does not required any configuration and is run overnight, 7 days a week. Each backup file is kept for 28 days. Please note that this retention period is fixed and needs to be considered for your privacy policy.

Manual Backup

It is recommended that you do manual backups in line with your internal IT policies. The "Backup System" page allows two types of download:

  • Full backup of database data (apart from uploaded documents) in SQL format.
  • Backup of uploaded documents.


Database Data as SQL

Cl BD 2.png


This option will create a single (compressed) SQL file containing your database data.

Note that data will be visible as plain text in this file. Store data securely.

Your Uploaded Documents

Document backup criteria.png


This option will download your uploaded documents as a zipped folder.

You can also filter the documents to be downloaded by:

  • Date of upload/amendment
  • Person who uploaded
  • Category

Helpheader small.png

Restoration

Restoration is designed for disaster recovery situations (total loss of the data), where the complete database is restored to a former state. Partial recovery, for instance where a user has accidentally deleted something, is a chargeable service, done at the discretion of the data team. This typically takes several days.