Heratio Help Center article. Category: Admin & Settings.

Backup & Restore

User Guide

Create backups of your archive database and restore from previous backups when needed.


Overview

BACKUP&RESTOREBACKUPRESTORESavecurrent◄►Returntodatabasestatepreviousstate

When to Use

CREATEBACKUPSBEFORE:📥Largeimports-Bulkdataloading🔄Systemupdates-Softwareupgrades🗑️Bulkdeletions-Removingmanyrecords⚙️Configurationchanges-Systemsettings📋Majoredits-Large-scalemodifications

How to Access

MainMenuAdminAHGSettingsBackup&RestoreCreateBackup(savecurrentstate)ViewBackups(listallbackups)Restore(returntobackup)Download(savetocomputer)

Creating a Backup

Step 1: Open Backup Tool

Go to Admin → AHG Settings → Backup & Restore

Step 2: Click Create Backup

CREATENEWBACKUPDescription:[Pre-importbackupJanuary2026]Include:[✓]Database[✓]Uploadsfolder[]Searchindex[CreateBackup]

Step 3: Wait for Completion

Creatingbackup...Exportingdatabasetables...✓Compressinguploads...✓Generatingchecksum...✓✅Backupcomplete:backup_2026-01-10_143215.sql.gz

Viewing Existing Backups

Your backups are listed with details:

AVAILABLEBACKUPSDateDescriptionSizeActions10Jan2026Pre-importbackup245MB⬇️🔄🗑️05Jan2026Weeklybackup240MB⬇️🔄🗑️01Jan2026Monthlybackup235MB⬇️🔄🗑️25Dec2025Beforeupdate230MB⬇️🔄🗑️⬇️Download🔄Restore🗑️Delete

Restoring from Backup

⚠️ Warning

⚠️RESTOREWILLREPLACEALLCURRENTDATAAnychangesmadeafterthebackupdatewillbeLOST.Considercreatingabackupofcurrentstatefirst.

Steps to Restore

  1. Select the backup you want to restore
  2. Click the Restore button (🔄)
  3. Confirm you want to proceed
  4. Wait for restoration to complete
Restoringbackup...Stoppingservices...✓Importingdatabase...✓Restoringuploads...✓Rebuildingsearchindex...✓Restartingservices...✓✅Restorecomplete

Downloading Backups

To save a backup to your computer:

  1. Find the backup in the list
  2. Click the Download button (⬇️)
  3. Save the file to a secure location

Store downloaded backups in a separate location for disaster recovery


Best Practices

✓DO✗DON'TBackupbeforemajorchangesSkipbackupsUsedescriptivenamesUsegenericnamesDownloadcopiesoffsiteKeepallbackupsonserverTestrestoresperiodicallyAssumebackupsworkDeleteoldbackupsKeepunlimitedbackupsScheduleregularbackupsOnlybackupmanually

Troubleshooting

ProblemSolutionBackuptakestoolongLargedatabasesarenormalRunduringquietperiodsBackupfailsCheckdiskspaceContactadministratorRestoreseemsstuckLargerestorestaketimeDonotinterruptMissingrecentdataYourestoredanoldbackupDataafterbackupisgone

Need Help?

Contact your system administrator if you experience issues.


Part of the Heratio AHG Framework


Scheduled Backups

Backups can be scheduled to run automatically at regular intervals.

Creating a Schedule

  1. Go to Admin > Backup & Restore
  2. In the Schedules card (left sidebar), click the + button
  3. Configure:
    • Name — descriptive label (e.g. "Daily DB Backup")
    • Frequency — Hourly, Daily, Weekly, or Monthly
    • Time — when to run (24-hour format)
    • Day of Week — for weekly schedules (Sunday–Saturday)
    • Day of Month — for monthly schedules (1–28)
    • Retention — how many days to keep old backups
    • Components — which parts to include (Database, Uploads, Plugins, Framework)
  4. Click Create Schedule

Managing Schedules

  • Toggle active/paused — click the green check / grey pause button
  • Delete — click the red trash button (with confirmation)
  • Schedules show last run time and next run time

Cron Setup (Required)

Scheduled backups require a cron job to check and execute due schedules:

This runs every hour and checks if any schedules are due.

CLI Options


Incremental Backups

An incremental backup saves only files that changed since the last full backup. The database dump is always complete.

How It Works

  1. System finds the most recent completed full backup
  2. Database is dumped fully (always)
  3. File components (uploads, plugins, framework) use tar --newer to capture only modified files
  4. If no full backup exists, falls back to a full backup automatically

Creating an Incremental Backup

  1. Go to Admin > Backup & Restore
  2. Click Incremental Backup in the Quick Actions card
  3. Confirm the operation

Incremental backups are smaller and faster than full backups, making them ideal for daily runs between weekly full backups.


Email Notifications

Backup notifications can be sent on success and/or failure.

Configuration

  1. Go to Admin > Backup & Restore > Settings
  2. Set Notification Email to the recipient address
  3. Enable Notify on Success and/or Notify on Failure
  4. Save settings

Notifications include: backup name, ID, size, server hostname, and timestamp. Failure notifications include the error message.


Backup Strategy Recommendations

Strategy Schedule Type Retention
Minimal Daily at 02:00 Database only 30 days
Standard Daily DB + Weekly full Full weekly, DB daily 90 days
Production Daily incremental + Weekly full + Monthly archive Mixed 365 days

Example Production Setup

Create 3 schedules:

  1. Daily DB — frequency: daily, time: 02:00, components: DB only, retention: 30 days
  2. Weekly Full — frequency: weekly, day: Sunday, time: 03:00, all components, retention: 90 days
  3. Monthly Archive — frequency: monthly, day: 1, time: 04:00, all components, retention: 365 days

Scheduled Backups

Backups can be scheduled to run automatically at regular intervals.

Creating a Schedule

  1. Go to Admin > Backup & Restore
  2. In the Schedules card (left sidebar), click the + button
  3. Configure:
    • Name — descriptive label (e.g. "Daily DB Backup")
    • Frequency — Hourly, Daily, Weekly, or Monthly
    • Time — when to run (24-hour format)
    • Day of Week — for weekly schedules (Sunday-Saturday)
    • Day of Month — for monthly schedules (1-28)
    • Retention — how many days to keep old backups
    • Components — which parts to include (Database, Uploads, Plugins, Framework)
  4. Click Create Schedule

Managing Schedules

  • Toggle active/paused — click the green check / grey pause button
  • Delete — click the red trash button (with confirmation)

Cron Setup (Required)

Scheduled backups require a cron job:

CLI Options

  • — Run all due schedules
  • — Show what would run
  • — Run all active schedules now

Incremental Backups

An incremental backup saves only files changed since the last full backup. The database dump is always complete.

  1. Go to Admin > Backup & Restore
  2. Click Incremental Backup in Quick Actions
  3. Confirm the operation

If no full backup exists, it falls back to a full backup automatically.


Email Notifications

  1. Go to Admin > Backup & Restore > Settings
  2. Set Notification Email
  3. Enable Notify on Success and/or Notify on Failure
  4. Save

Backup Strategy Recommendations

Strategy Schedule Type Retention
Minimal Daily 02:00 DB only 30 days
Standard Daily DB + Weekly full Mixed 90 days
Production Daily incremental + Weekly full + Monthly archive Mixed 365 days