How to use backup / restore functionality

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.

Note

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
• Forms
• Plugins
• Data sources
• Templates
• TemplateItems
• Assets

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