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 at the 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 general, no user info is included
• No UserProfiles 
• No SSO details from the Customer(JSON) are included
• Link to background image is not included