Backups
On this tab you can create backups that you can download to your computer at any time.
You can download backups from a Cloud environment, but you cannot upload a backup to the Cloud again.
A Planon Cloud environment backup includes:
• Software version (release)
• Database
• File server (storing, for example, all WebDAV files)
• TMS
• Audit logs
Backups of the Production environment can be restored to any of the Development, Test and Acceptance (DTA) environments (the other way around is not possible). Only backups made on the Production environment can be restored to Production. Within the DTA environments, all backups are interchangeable.
 | The encryption key to encrypt the passwords for access to external systems is unique for every environment, to prevent interference from DTA to Production. In general, this applies to the passwords in System Settings; for example, WebDAV, Connect for AutoCAD, Connect for Calendars (C4C) and default user passwords. This implies that if you restore Production to DTA,all these passwords have to be re entered before they will work again. |
The database and the file server backups are automated to create the backups at scheduled times.
By default, an automated backup schedule is set up for a specific time on all the week days.
The automatic backup schedule is follows:
• A full backup is created each Saturday.
 | The full backup that is created, is not necessarily always visible in the Cloud Environment Management gadget. The full backup will be used as the master for the incremental backups. Consequently, you may see this backup via WebDAV, but not in the gadget itself. |
• If the Save disk space check box is selected, incremental backups of all files (the database backup always comprises the entire database) are created during the remaining days of the week. These incremental backups are created in small chunks that will have to be merged again when downloading an environment. (This does not affect exchanging backups).
• If the Save disk space check box is not selected, a full backup is created every day. This will consume disk space significantly.
Manual backup
You can download a manual backup by clicking the Download backup icon.
| | • To improve efficiency and for reasons of performance, you can create a manual backup every two hours. • While creating a backup, you cannot restore or edit it, until it is completed. • To improve backup speed you can select to back up only the database. This backup can only be restored on Development, Test or Acceptance. |
You can edit a manual backup and:
• Change the Name of the backup.
• Note down a relevant Comment about the backup.
• Select an Expiry date. By default, the expiry date is set to 3 months, which also is the maximum selectable expiry date.
10 days prior to expiration, a notification will be shown on the Environment Management gadget. The manual backup that is going to expire will be highlighted. When this happens, you can:
◦ Do nothing: the manual backup will be deleted after it is expired.
◦ Extend the expiry date (up to 3 months).
◦ Delete the manual backup (if it is obsolete).
◦ Download the backup first to save it locally, then delete it from your environment.
| | The manual backup will be permanently deleted after the expiry date. |
To edit manual backup details:
Procedure
1. Choose the manual backup that you want to edit.
2. Click the Edit icon. A pop-up opens.
3. Modify the manual backup details.
| | You cannot make a manual backup when the environment is out of disk space. In such a situation, please consider cleaning up older backups or allocating more disk space. After a manual/ automated deletion of a backup, it will take up to 24 hours to free up the disk space. To improve efficiency and for reasons of performance, you can only make a manual backup every two hours. |