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You can create knowledgebase backups and set up a backup schedule using the Backup wizard in the  Admin Console admin console. The Backup wizard creates an export file of the KB that can be imported to restore the backup in an emergency. Creating backups is essential to safeguarding data against catastrophe or accidental deletion. You can also use the manual backup process to create an export file of the KB, subject to some prerequisites.

 

Companyname
 uses XML to represent the data, then compresses the file with tar and gzip. All backups have a file extension of .xml.tar.gz, but to distinguish that it's an export file, the extension of .ew is used in place of .tar.gz.

KBs with a status of Invalid or Disabled cannot be backed up.

Note

This article applies only to on-premise customers. Hosted customers do not need to configure backups.

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  1. In the admin console, go to KB Management > Backup.
  2. Select the knowledgebases you want to back up.
  3. Click Run Backup Now.
  4. On the Data Source tab, select the destination for the backup files.
  5. On the Data Format tab, select the
    Companyname
     format.
  6. On the Options tab, choose whether to disable the KB during the process. This can be helpful to prevent users from accessing the KB and modifying files during backup Disabling the KB prevents users from making changes to the content being exported, which is useful, but requires a certain window of time where no users need KB access. For large KBs, the process can take a long time, so plan accordingly.
  7. Choose whether to strip file attachments. Removing file attachments can significantly reduce the size of the backup file.
  8. Click Finish.

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By default, the 

Companyname
 system runs backups on all KBs once a day at 11 p.m. PM in the Admin Console admin console time zone, also called server time. You can override the default so that the system only runs backups on KBs in which someone has logged in within the last 24 hours, using the Backup Active KBs Only global variable. This can prevent unnecessary backups on KBs that aren't actively used.

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  1. In the admin console, go to Setup > Backup.
  2. Edit the KB you want to schedule for automatic backups.
  3. Set the destination for the backup files. The default location is the server's home directory.
  4. On the Frequency tab, configure how often you want automatic backups to run. The frequency may range from hourly to never. Since creating a backup of a large KB can be resource-intensive, plan KB backup frequencies accordingly.

    Tip

    The Maximum Concurrent Backups global variable determines the maximum number of simulataneously simultaneously running backups allowed at any one time.


  5. Select options for how often backups are overwritten. There are options for overwriting hourly, daily, weekly, monthly and yearly backups. The first backup at the beginning of each time period is considered by the system to be the anchor point for the system’s schedule of overwriting backups. For example, the term “hourly backup” refers to the first backup of the hour. The term “monthly backup” refers to the first backup of the month.

  6. Select whether backups are created on weekends. If weekends are excluded from the backup schedule, backups created on Friday are considered to be one day old on the following Monday. For large KBs, weekend backups can minimize the impact on productivity for users in the system.

  7. Choose the backup behavior for attached files. The system default is to back up all attached files with every backup, but this can strain the system, especially in KBs with large quantities of files. Consider changing the default to weekly or even monthly if server load is a concern.

  8. Select the backup start time. For example, if the start time is 12 a.m. AM with a frequency of 4 hours, the first backup occurs at midnight and the second backup occurs a 4 a.mAM.

Complete these steps for each KB you want to back up automatically.

Tip

Regular backups are important to make sure new data is protected, and to make sure there is a backup file for the KB's current version of 

Companyname
.



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