botserver/templates/backup.gbai/backup.gbkb/backup-guide.md

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Backup Management Guide

Overview

The Backup Manager helps you protect your important files by archiving them to secure server storage. Regular backups ensure business continuity and data protection.

Features

Automated Backups

  • Schedule automatic backups at regular intervals
  • Archive files based on age criteria
  • Maintain backup rotation policies

Manual Backups

  • On-demand backup of specific files or folders
  • Selective backup based on file types
  • Priority backup for critical data

Restore Operations

  • Browse archived files by date
  • Restore individual files or entire folders
  • Preview files before restoration

How to Use

Running a Backup

To start a backup, you can:

  1. Say "Run backup now" or select the backup option
  2. Specify which files or folders to back up
  3. Confirm the backup operation

Viewing Archived Files

To see your backup history:

  1. Say "View archived files" or "List backups"
  2. Browse by date or file name
  3. Select files to view details or restore

Restoring Files

To restore from backup:

  1. Say "Restore a file" or select restore option
  2. Search for the file by name or date
  3. Confirm the restoration location

Backup Best Practices

Frequency Recommendations

Data Type Recommended Frequency
Critical business data Daily
Documents and files Weekly
System configurations Before changes
Archives and logs Monthly

What to Back Up

Always include:

  • Business documents
  • Customer data
  • Financial records
  • Configuration files
  • Email archives

Consider excluding:

  • Temporary files
  • Cache directories
  • Downloaded installers
  • Duplicate files

Storage and Retention

Retention Policies

  • Daily backups: Kept for 7 days
  • Weekly backups: Kept for 4 weeks
  • Monthly backups: Kept for 12 months
  • Annual backups: Kept for 7 years

Storage Locations

Backups are stored on:

  • Primary: Secure server storage
  • Secondary: Offsite replication (if configured)

Data Integrity

Verification

All backups include:

  • MD5 checksums for integrity verification
  • File count validation
  • Size comparison checks

Monitoring

The system logs:

  • Backup start and completion times
  • Files included in each backup
  • Any errors or warnings
  • Storage utilization

Troubleshooting

Common Issues

Backup fails to start:

  • Check storage space availability
  • Verify file permissions
  • Ensure no files are locked

Restore not finding files:

  • Verify the backup date range
  • Check file name spelling
  • Ensure the backup completed successfully

Slow backup performance:

  • Reduce backup scope
  • Schedule during off-peak hours
  • Check network connectivity

Frequently Asked Questions

Q: How long does a backup take? A: Depends on data volume. Initial backups take longer; subsequent backups are incremental.

Q: Can I backup while working? A: Yes, the system handles file locking gracefully.

Q: Where are backups stored? A: On the configured server storage with optional offsite replication.

Q: How do I know if backups are working? A: Check backup status or ask "Backup status" to see recent backup logs.

Q: Can I exclude certain files? A: Yes, specify exclusion patterns when configuring backups.

Support

For backup-related issues:

  • Check the backup logs for error details
  • Verify storage availability
  • Contact your system administrator