Backup & Recovery

Backup settings configure automated data protection, backup schedules, and recovery procedures to ensure business continuity and data safety.

Overview

Backup & Recovery enables you to:

• Schedule automated backups
• Configure backup destinations
• Manage backup retention
• Test recovery procedures
• Monitor backup status
• Restore from backups

Accessing Backup Settings

Navigate to Settings → System → Backup & Recovery from the main menu.

Backup Configuration

Backup Schedule

Backup Schedule

Automated Backups:
├─ Status: ✓ Enabled
├─ Schedule: Daily at 2:00 AM (UTC)
├─ Last Backup: January 22, 2026 2:00 AM
├─ Next Backup: January 23, 2026 2:00 AM
└─ Last Status: ✓ Success

Schedule Options:
├─ Frequency: [Daily ▼]
│  ├─ Hourly
│  ├─ Daily
│  ├─ Weekly
│  └─ Monthly
├─ Time: [2:00 AM ▼]
├─ Time Zone: [UTC ▼]
└─ [x] Run backup immediately if missed

Backup Content:
├─ [x] Database (complete)
├─ [x] File attachments
├─ [x] Document templates
├─ [x] Configuration settings
├─ [ ] Audit logs (large)
└─ [ ] System logs

[Save Schedule] [Run Backup Now]

Backup Destinations

Backup Destinations

Primary Destination:
├─ Type: [Amazon S3 ▼]
├─ Bucket: company-backups
├─ Region: us-east-1
├─ Path: /angage/daily/
├─ Status: ✓ Connected
└─ [Test Connection] [Configure]

Secondary Destination (Optional):
├─ Type: [Google Cloud Storage ▼]
├─ Bucket: company-backup-secondary
├─ Status: ✓ Connected
└─ [Test Connection] [Configure]

Available Destinations:
├─ Amazon S3
├─ Google Cloud Storage
├─ Azure Blob Storage
├─ SFTP Server
├─ Local Storage
└─ [+ Add Destination]

S3 Configuration

Amazon S3 Configuration

Connection Settings:
├─ Access Key ID: [AKIA••••••••••••]
├─ Secret Access Key: [••••••••••••••••••••]
├─ Region: [us-east-1 ▼]
├─ Bucket Name: [company-backups]
└─ Path Prefix: [/angage/]

Storage Options:
├─ Storage Class: [Standard ▼]
│  ├─ Standard
│  ├─ Standard-IA (Infrequent Access)
│  ├─ Glacier
│  └─ Glacier Deep Archive
├─ [x] Enable server-side encryption
├─ Encryption Type: [SSE-S3 ▼]
└─ [x] Enable versioning

[Test Connection] [Save Configuration]

Retention Policy

Retention Settings

Backup Retention Policy

Retention Rules:
├─ Daily Backups: Keep for [30] days
├─ Weekly Backups: Keep for [12] weeks
├─ Monthly Backups: Keep for [12] months
├─ Yearly Backups: Keep for [7] years
└─ [x] Apply retention rules automatically

Current Storage:
├─ Daily backups: 30 (45.6 GB)
├─ Weekly backups: 12 (18.2 GB)
├─ Monthly backups: 12 (18.5 GB)
├─ Yearly backups: 2 (3.1 GB)
└─ Total storage used: 85.4 GB

Cleanup Schedule:
├─ Run cleanup: [Weekly ▼]
├─ Last cleanup: January 19, 2026
├─ Files removed: 7 (4.2 GB)
└─ [Run Cleanup Now]

[Save Retention Policy]

Archive Settings

Archive Configuration

Long-Term Archives:
├─ [x] Create monthly archives
├─ Archive day: [1st] of month
├─ Archive destination: [Glacier ▼]
└─ Archive format: [Compressed ▼]

Archive Content:
├─ [x] Full database snapshot
├─ [x] All attachments
├─ [x] Configuration backup
├─ [ ] Include audit logs
└─ [ ] Include system logs

Compliance Archives:
├─ [x] Enable compliance archiving
├─ Retention: [7] years
├─ [x] Prevent deletion (WORM)
└─ Legal hold: None active

[Save Archive Settings]

Backup History

Recent Backups

Backup History

Filter: [All Types ▼] [Last 30 Days ▼]

Recent Backups:
┌────────────────────────────────────────────────────────────────┐
│ Date/Time           │ Type    │ Size   │ Duration │ Status     │
├────────────────────────────────────────────────────────────────┤
│ Jan 22, 2026 2:00 AM│ Daily   │ 1.52 GB│ 12m 34s  │ ✓ Success  │
│ Jan 21, 2026 2:00 AM│ Daily   │ 1.51 GB│ 12m 21s  │ ✓ Success  │
│ Jan 20, 2026 2:00 AM│ Daily   │ 1.50 GB│ 12m 15s  │ ✓ Success  │
│ Jan 19, 2026 2:00 AM│ Weekly  │ 1.52 GB│ 13m 02s  │ ✓ Success  │
│ Jan 18, 2026 2:00 AM│ Daily   │ 1.49 GB│ 11m 58s  │ ✓ Success  │
│ Jan 17, 2026 3:15 AM│ Manual  │ 1.48 GB│ 12m 45s  │ ✓ Success  │
│ Jan 15, 2026 2:00 AM│ Daily   │ 1.47 GB│ 11m 42s  │ ⚠️ Partial │
└────────────────────────────────────────────────────────────────┘

[View Details] [Download] [Delete]

Backup Details

Backup Details

Backup ID: bkp_20260122_020000
Date: January 22, 2026 2:00:00 AM UTC
Type: Daily (Automated)
Status: ✓ Completed Successfully

Contents:
├─ Database: 1.24 GB (154 tables, 2.3M records)
├─ Attachments: 245 MB (12,456 files)
├─ Templates: 8 MB (89 templates)
├─ Configuration: 2 MB
└─ Total Size: 1.52 GB (compressed)

Destinations:
├─ S3 (Primary): ✓ Uploaded
│  └─ Path: s3://company-backups/angage/daily/2026-01-22.tar.gz
└─ GCS (Secondary): ✓ Uploaded
   └─ Path: gs://company-backup-secondary/2026-01-22.tar.gz

Verification:
├─ Checksum: SHA256:abc123...
├─ Integrity check: ✓ Passed
└─ Encryption: AES-256

[Download Backup] [Restore from This Backup] [Delete]

Recovery

Restore Options

Restore from Backup

Select Backup to Restore:
┌────────────────────────────────────────────────────────────────┐
│ ○ Latest backup (January 22, 2026 2:00 AM)                     │
│ ○ Specific date: [__/__/____]                                  │
│ ○ Upload backup file: [Choose File]                            │
└────────────────────────────────────────────────────────────────┘

Restore Options:
├─ ● Full restore (complete system)
│  └─ Replaces all current data
├─ ○ Partial restore (select components)
│  ├─ [ ] Database
│  ├─ [ ] Attachments
│  ├─ [ ] Templates
│  └─ [ ] Configuration
└─ ○ Point-in-time recovery
   └─ Restore to: [__/__/____ __:__]

Pre-Restore Actions:
├─ [x] Create backup before restore
├─ [x] Notify administrators
├─ [ ] Enable maintenance mode
└─ [x] Verify backup integrity

⚠️ Warning: Restore will replace existing data. This action cannot be undone.

[Preview Restore] [Start Restore]

Restore Progress

Restore in Progress

Backup: January 22, 2026 2:00 AM
Started: January 22, 2026 3:45:00 PM

Progress:
┌────────────────────────────────────────────────────────────────┐
│ ████████████████████████████████████░░░░░░░ 75%               │
│                                                                │
│ Step 4 of 5: Restoring attachments...                         │
│ Processing: 9,342 of 12,456 files                             │
└────────────────────────────────────────────────────────────────┘

Steps:
├─ ✓ Downloading backup (1.52 GB)
├─ ✓ Verifying integrity
├─ ✓ Restoring database (154 tables)
├─ ⏳ Restoring attachments (75%)
└─ ○ Restoring configuration

Elapsed Time: 8 minutes 34 seconds
Estimated Remaining: 3 minutes

[Cancel Restore]

Recovery Testing

Recovery Testing

Test Schedule:
├─ Frequency: [Monthly ▼]
├─ Last Test: January 1, 2026
├─ Next Test: February 1, 2026
└─ [x] Auto-run recovery tests

Test Configuration:
├─ Test Environment: [Sandbox ▼]
├─ Test Backup: [Latest ▼]
├─ [x] Verify database integrity
├─ [x] Test data accessibility
├─ [x] Validate configurations
└─ [x] Generate test report

Recent Test Results:
┌────────────────────────────────────────────────────────────────┐
│ Date       │ Backup Used     │ Duration │ Result               │
├────────────────────────────────────────────────────────────────┤
│ Jan 1, 2026│ Dec 31, 2025    │ 15m 23s  │ ✓ Passed             │
│ Dec 1, 2025│ Nov 30, 2025    │ 14m 56s  │ ✓ Passed             │
│ Nov 1, 2025│ Oct 31, 2025    │ 15m 12s  │ ✓ Passed             │
│ Oct 1, 2025│ Sep 30, 2025    │ 16m 01s  │ ⚠️ Minor issues      │
└────────────────────────────────────────────────────────────────┘

[Run Test Now] [View Test Reports]

Monitoring

Backup Alerts

Backup Monitoring

Alert Configuration:
├─ [x] Backup failure alert
├─ [x] Backup warning alert
├─ [x] Storage threshold alert (at 80%)
├─ [x] Retention policy violation
└─ [x] Test failure alert

Notification Recipients:
├─ [email protected] (Email, SMS)
├─ [email protected] (Email)
├─ #backup-alerts (Slack)
└─ [+ Add Recipient]

Alert Thresholds:
├─ Backup duration: Alert if > [30] minutes
├─ Backup size: Alert if > [5] GB
├─ Storage usage: Alert at [80]%
└─ Failed attempts: Alert after [2] failures

Status Dashboard

Backup Status Dashboard

Overall Health: ✓ Healthy

Daily Backup Streak: 45 days
├─ Last failure: December 8, 2025
└─ Success rate (30 days): 100%

Storage Status:
┌────────────────────────────────────────────────────────────────┐
│ Primary (S3):    ████████████░░░░░░░░ 58% (85.4 GB / 150 GB)  │
│ Secondary (GCS): ████████░░░░░░░░░░░░ 42% (85.4 GB / 200 GB)  │
└────────────────────────────────────────────────────────────────┘

Recent Activity:
├─ Jan 22, 2:00 AM - Daily backup completed
├─ Jan 21, 2:00 AM - Daily backup completed
├─ Jan 19, 2:00 AM - Weekly backup completed
└─ Jan 17, 3:15 AM - Manual backup by [email protected]

Upcoming:
├─ Jan 23, 2:00 AM - Daily backup
├─ Jan 26, 2:00 AM - Weekly backup
└─ Feb 1, 2:00 AM - Monthly backup + recovery test

Best Practices

Backup Strategy

• Use 3-2-1 backup rule
• Test restores regularly
• Monitor backup status
• Document procedures

Security

• Encrypt all backups
• Secure access keys
• Use IAM roles where possible
• Audit backup access

Compliance

• Meet retention requirements
• Document backup policies
• Maintain audit trails
• Test disaster recovery

Troubleshooting

Common Issues

Backup failing

• Check storage connectivity
• Verify credentials
• Review storage capacity
• Check network access

Restore taking too long

• Check network bandwidth
• Verify source availability
• Consider incremental restore
• Review database size

Storage full

• Review retention policy
• Archive old backups
• Increase storage limit
• Clean up failed backups

Related Documentation

Learn about Audit Logs for tracking backup activities.