About this article
This article will explain how to use the backup and restore functionality, that can be accessed from the administration interface of a Templafy tenant.
Sections in this article:
Pre-requisites
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How to back up
To backup, follow below steps:
1. Go to Administration
and select Backup & restore
from the left side administration panel.
2. Select Backup now
3. Give the backup a name (this is optional, but can be useful when you want to reference back to this file)
4. Select Create
5. The backup progress bar will start running.
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How to restore
To restore, follow the below steps:
1. Navigate to the Backup & restore
tab and click on the restore icon, as shown below:
2. Confirm that you want to restore the selected backup by clicking Yes
.
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3. During restore, the Templafy account will be under maintenance and unavailable. This affects all levels of access, meaning no end-users will be able to access it. The following message will be displayed until the restore is complete.
Restore a backup on a different client
To restore a backup on another client, for example, from one Templafy subdomain to another, follow these steps:
1. Copy the backup link.
2. Go to the new client, and click paste backup
.
3. Click Transfer backup
when the paste backup link appears in a pop-up window.
4. Your backup will appear shortly on the list of backups. Click the restore icon to restore.
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What is backed up
- All files (documents, presentations, images, logos) uploaded to Templafy (complete BLOB storage)
- Client configuration stored in JSON, including:
- Forms
- Plugins
- Data sources
- Templates
- TemplateItems
- Assets
- Desktop Packages (packages are copied over but nothing is set as, "Active")
Not included in the backup:
- In general, no user info is included.
- No UserProfiles.
- No SSO details from the Customer(JSON) are included
- Link to background image is not included.
- No settings are copied from
Settings
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