Managing Document Account Backups

Control how, where, and when Document account backups occur

Document enables the backup of any account on a nightly basis. This feature permits backup across different cloud storage providers and on local systems. Essentially, any account is a valid target for the backup of another account.

The backup process is not limited to a single backup destination. It is possible to have multiple redundant backup locations specified if this is a desired approach. For example, the backup of an internal server to another server may be one location with a second backup sent to Amazon S3 for off-site storage.

By using the prefix feature, it’s possible to have a single backup account contain the backups from multiple other accounts. Each account backup set begins its top level folder(s) with a different prefix, making it easy to distinguish the originating location and the restoration process. For example, if you have three different Document accounts but want to set their backup destination to the same location, using a prefix would allow all three accounts to properly backup without the fear of a name collision.

Reviewing Current Backup Settings

  1. Go to Document > Manage Accounts
  2. Select the backup icon for the account you wish to review

Creating a Backup Set

  1. Go to Document > Manage Accounts
  2. Select the backup icon for the account for which to create a backup
  3. Select the New Backup Set button
  4. Complete the required fields
  5. Select the Create button

The backup process is now scheduled to run nightly (US Time).

Updating a Backup Set

  1. Go to Document > Manage Accounts
  2. Select the backup icon for the account for which to edit a backup
  3. Select the edit icon of the desired backup set
  4. Adjust the desired information
  5. Select the Update button

Deleting a Backup Set

  1. Go to Document > Manage Accounts
  2. Select the backup icon for the account for which to edit a backup
  3. Select the delete icon of the desired backup set
  4. Select the Delete button
Last modified November 27, 2023 at 12:56 PM EST: Restructured the file structure/a few changes (f6c58b8)