Introducing Backup and Restore!

Backup and Restore



Accidents happen. Sometimes you can undo whatever mistake you’ve made, other times you need to go for more drastic measures. This feature, Backup and Restore, is for those times.

There are two parts of Backup and Restore as the name suggests; Backup and Restore. We’ll talk through each separately.

This feature is only available for Super admins. 

Backup


When you execute a Backup of your account, you are doing so to your entire account. All users, apps and data across your entire account will be backed up. 

Backups are discreet, you and your team will be able to use TrackVia as the backup occurs. However, it is a snapshot of the system as is, so for example if you’re doing an import when you run a backup, the backup will only contain information in the system at the time of the backup, so you’ll likely not get all of your imported data (if the import process continues after the backup starts)

What is not backed up:   


Files (documents, voice memos, signatures), Images, Microservices
  • These items are stored externally, so when you delete them from TrackVia, they are deleted from the external system and not recoverable from a restore.
Sandboxes
  • Sandboxes will maintain their current state regardless of backup or restore.

How to access Backup and Restore

To access Backup and Restore, navigate to “My Account”



Where you’ll find Backup and Restore at the end of the “My Account” menu.



Clicking on Backup & Restore, you’ll be brought to this page:


The Backup and Restore page shows you all manual backups that have occurred within the last 7 days.

At this time, the list does not include the backups automatically created every night at midnight. To restore from one of these backups, please contact support. Eventually these automated backups will appear in this list, but not in this first release.

The second tab on the Backup and Restore page is the Activity Log. The Activity Log will show you what activities have happened, ordered chronologically. For example, when you perform a restore of your account, the system will actually back up your account before doing the restore, just in case you need to back out of the restore to the moments just before. 



Which then brings us to…

Restore


A “Restore” of your account is something you will likely do in only the most dire of circumstances. When you perform a restore on your account, you are rolling the entire account back to the time when the backup was performed. 

A couple of caveats about this procedure


  • This process will take your account offline for the entirety of the process. When the process starts, people who are in the system will be signed out and shown the “Maintenance Mode” page. This includes mobile users. 
  • We do not have specifics on how long your account will be in maintenance mode. It will depend on the size of your account and how busy the system is at the time of the restore. It could be several hours.
  • Files, images and microservices are not included in backups, do not restore your account to try to get deleted files back. Restores only include apps and data. 
  • If you’ve added a user after the restore point, you will need to re-add that user. 

Restore failures


There are certain cases when you will temporarily not be able to restore your account. In these instances, the person requesting the restore will try to restore and immediately be presented with an error message, “We’re sorry, we can’t restore that backup right now. Please try again later!”. 

These cases are:
  1. A sandbox is being created.
  2. An import is in progress.
  3. A backup or restore process is already running for the same account.
  4. The maximum number of backups (for all accounts) are happening at this time.
When a restore fails an email will go out to the user who attempted the restore.

What does a restore process look like?


From the Backup and Restore page, you will click on the ‘restore’ link.


After clicking this link, you’ll see a modal to read and confirm. 


And your account will go into maintenance mode. 



As well as your mobile clients




Here’s what the process looks like:




Additional information is available in our knowledge base here.


Product Release Notes

  1. iOS Mobile App v5.2.4 - Sync Upload Maintenance
  2. iOS Mobile App v.5.2.3 - Resolve App Crash for Album Permissions
  3. Android Mobile App v3.3 - Chart Labels, Maintenance, and Performance
  4. iOS Mobile App v5.2.2 - EXIF, GPS, and Photos
  5. August 2020 Web Maintenance
  6. Android Mobile App v3.2 - Sandboxes: App Admin Access and Flows! Proceed through Empty Grids
  7. iOS Mobile App v5.2.1 - Stability Improvement
  8. iOS Mobile App v5.2 - Performance Improvements and Maintenance
  9. Introducing App Admin Access to Sandbox!
  10. Dashboard Tabs
  11. July 2020 Web Maintenance
  12. iOS Mobile App v5.1: Dashboards and Dates
  13. Android Mobile App v3.1: General Maintenance
  14. June 2020 Platform Maintenance
  15. TrackVia Mobile - Dashboards Reimagined!
  16. TrackVia's New Look
  17. Update to Flows - New Exit Button And More!
  18. Advanced Link to Parent
  19. New and Improved Lanes View!
  20. Introducing Backup and Restore!
  21. View Filters + Web Maintenance
  22. Android Mobile App v2.24.1: Resolved Workflow Decision Conflict
  23. February 2020 Web Maintenance
  24. iOS Mobile App v4.5: Voice Memo, Barcodes, Manual Sort, and Charts
  25. iOS Mobile App v4.4.2: Resolve Unintentional Logouts from the App
  26. Web Maintenance January 2020
  27. Web v20.10: New Permission & Enhancements to Bulk Select
  28. Android Mobile App v2.23: Side by Side Multi-Select and Maintenance
  29. December 2019 Web Maintenance
  30. Microservices Update
  31. iOS Mobile App v4.4.1: Login to Sandbox Environment
  32. iOS Mobile App v4.4: Locations, Directions, and Maintenance
  33. October 2019 Web Maintenance
  34. iOS Mobile App v4.3.1: Logout Issue Resolved
  35. October 2019 Platform Maintenance
  36. Introducing Pivot Views!
  37. Android Mobile App v2.21.7: Maintenance Release
  38. iOS Mobile App v4.3: Sync Center Enhancements and Maintenance Release
  39. September 2019 Platform Maintenance
  40. September 2019 Web Maintenance
  41. iOS Mobile App v4.2 Maintenance Release
  42. August 2019 Platform Maintenance
  43. Android Mobile App v2.21.6: Maintenance Release
  44. Introducing TrackVia Integrations!
  45. Android Mobile App v2.21.5: Maintenance Release
  46. August 2019 Release Notes: Web Maintenance
  47. iOS Mobile App v4.1: Updates to Grid Views, Multi Select Widgets and Date/Time Stamps
  48. June 2019 Maintenance
  49. New in Mobile: iOS v4.0 - Simplified Offline Data Sync
  50. iOS Mobile App v4.0: Release Notes
  51. May 2019 Release Notes: Web Maintenance 2
  52. May 2019 Release Note: Web Maintenance
  53. App Script Constants!
  54. April 2019 Release Notes: API Maintenance
  55. Entity Relationship Diagram Improvements
  56. Improved Lanes View!
  57. December 2018 Release Notes: Web Maintenance
  58. Custom Mail Settings!
  59. November 2018 Release Notes: Platform Maintenance
  60. October 2018 Release Notes: Maintenance
  61. Improved User Management
  62. Views & Quick Filter Updates
  63. July 2018 Release Notes: Maintenance
  64. June 13, 2018 Release Notes: Maintenance
  65. May 25, 2018 Release Notes: Sandbox Environments
  66. May 2018 Release Notes: Deprecating TLS 1.0 & 1.1
  67. April 23rd Release Notes: Maintenance
  68. April 18th Release Notes: Maintenance
  69. April 10th Release Notes: Maintenance
  70. March 2018 Release Notes: Maintenance
  71. February 2018 Release Notes: More Intelligent Saving & Other Notes
  72. January 2018 Release Notes: Maintenance
  73. December 2017 Release Notes: Offline Editing on Android
  74. November 2017 Release Notes: Timeline | Calendar and Conditional Formatting
  75. September 2017 Release Notes: Maintenance
  76. August 2017 Release Notes: Maintenance
  77. July 2017 Release Notes: Maintenance
  78. June 27, 2017: TrackVia Introduces Flows!
  79. May 22, 2017: TrackVia Apple Watch App
  80. May 2017 Release Notes
  81. May 5, 2017: Better Connectivity Handling
  82. April 2017 Release Notes
  83. March 2017 Release Notes
  84. March 27, 2017: Single Sign On
  85. February 23, 2017: Winter Polish
  86. February 2017 Release Notes: Session Timeouts
  87. January 2017 Release Notes: Number Display Options & Min / Max

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