System backup

With system backups (under Settings), administrators can back up view texts, design settings, wizards, or templates before making changes to configurations, so that they can return to the backed-up version if necessary.

Restoration of backups only works within a given update cycle. If an update has been applied to the solution between the time of the backup and the time of its restoration, the outdated backup is prevented from loading and an error message is displayed.

Actions

Perform a backup

You can perform various different backups. It may take some time to create the backup file (usually between 5 and 15 minutes). Once the backup file has been created, it appears in the overview of the created system backups. You can now decide whether you also want to save the system backup as a file on your hard drive.

The following parts of the system configuration can be backed up:

• View configuration (configuration of texts and show/hide behavior)
• Design & settings configuration (company, modules & CSS design)
• Communication templates (letter, print and email templates)
• System emails
• Export templates
• Selection lists & competencies lists
• Specific (fixed) selection lists or competencies lists
• Wizards

Please note that publication templates are not included in the system backup (because the links to the publications are lost). Likewise, branch office-specific system templates (Welcome & Job subscription emails) are not part of the system backup.

Restore from list

A backed-up system configuration can be restored if the solution code has not changed since the backup was performed, i.e. if Umantis has not updated the solution. However, restoration across system updates cannot be guaranteed. To restore from the list, click on the appropriate link and then select the desired system backup.

It may take some time to restore the backup (usually between 5 and 15 minutes). During this time, the corresponding part of the system configuration will gradually align itself with the backed-up version.

Restore from file

Restoring from a file works the same way as restoring from the list, except that you upload the corresponding ZIP file from your hard drive after clicking on the link.

Please note that the file that you choose to restore from must be in ZIP format.

Restoration from a file can also be used to take the system configuration from a test solution and reuse it on a production solution. In this case, however, you must make sure that the test solution was only created/updated as a copy of the production solution after the most recent update to the software. In this use case too, then, the backup and the restore must take place within the same update cycle.

Data transfer between different systems

It cannot be guaranteed that data from one system can be transferred to another system. Therefore, be sure to always create a backup of the target system beforehand.

Certain areas may be moved around between different versions (e.g. between Beta and Stable). The only prerequisite is that there has been no additional development in the desired area.

However, the following areas can only be imported if the backup is not older than 6 months:

• View configuration (only possible with same version)
• System emails (only possible with same version)