How to backup
Click "Backup now".
Give backup a name (optional)
Backup progress bar running
Please note that all admin actions are locked during backup.
How to restore
Click the "restore" icon
Verify that you want to go forward with restore - this will overwrite everything on this client.
IMPORTANT: Always verify that you are on the correct client subdomain (Check URL before restore)
IMPORTANT: Whole account is locked during restore - also for all end-users
This message will be displayed until restore is complete.
How to restore one backup on another client
(From one Templafy subdomain to another)
Copy backup link
Go to new client and click "paste backup"
Paste backup link in pop-up window and click "transfer backup"
Your backup will appear shortly on the list of backups....click "restore" icon to restore.
It might not be on top of the list if newer system backups exists.
The backup is not exported from the cloud and no longer downloaded to your PC = there are no size limits on this feature any longer, and speed is increased with approx 9000% percent.
However, please note that the backup / restore still takes some time.
What is backed up
- All files (documents, presentations, images, logos) uploaded to Templafy (complete BLOB storage)
- Client configuration stored in JSON
- Data sources
Why is this not included (by design)
- In generel, no user info is included
- No UserProfiles
- No SSO details from the Customer(JSON) are included
- Link to background image is not included