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Restore test

Why an owner should ask for a regular restore test of the site's backups, what a good test checks, how to keep the restored copy from mailing real people, and the record to keep.

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Address: https://doc.exponential.earth/exphelp/viewer/help/customers/healthy/restore-test.md

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Restore test

"A backup you have never restored is a hope" (Operating a site). This page is for the owner who wants proof instead of hope: what to ask for, what a good restore test checks, and what to keep as a record. The step-by-step drill is in Restore drills and, for hosts, in Restore and restore tests.

How often

The sources set a minimum: restore "on another machine at least once and after every major upgrade", and the weekly checklist of the operating guide asks that a recent backup "has been restored at least once on another machine" (Restore drills). The backup checklist for businesses asks for a restore on another machine "in the last quarter" (Backups that restore). Choose a rhythm, put it in the calendar and name the person who reports the result to you.

What to ask for

Ask the host or operator to restore a recent backup on a machine that is not public, and to send you:

ItemWhy
The date and the backup usedShows which copy was tested
How long the restore tookYour real recovery time
The newest content found in the copyYour real recovery point
The results of the checks belowProof the copy works
Anything that went wrongWhat to fix before a real emergency

Checks that prove a restore

From Restore drills:

CheckGood result
The front page, a deep page, an image, a downloadThey load, images included
Sign in to the administrationThe dashboard opens
Setup > System informationThe expected release; no failed health check
The cache status commandEnds in PASS
The audit trail verificationExit status 0
Publish a test itemIt appears on the test copy
A formIt submits; the mail is written to a file, not sent
The newest content you expectIt is there

For a shop, add: the newest order you expect is in the order list.

Keep the copy quiet and private

A restored copy is a full site with real accounts and real e-mail addresses. The drill page names four rules (Restore drills):

  1. Mail is written to files, not sent ([MailSettings] Transport=file on the test machine).
  2. The crontab is not installed on the test machine, so no notifications or newsletters run.
  3. The copy is kept off the public internet.
  4. The copy is removed when the test is done, database and files included.

Warning

A forgotten test copy that sends a newsletter to all members, or stays online with real customer data, turns a test into an incident. Ask your host to confirm all four rules in the report.

A record to keep

Restore test record
Date:                     ____
Done by:                  ____
Backup used (date/time):  ____
Restore time:             ____ (start) to ____ (end)
Newest content found:     ____
Checks passed:            front page / deep page / image / sign-in / system information /
                          cache status / audit verify / publish / form / shop
Problems found:           ____
Actions agreed:           ____ (who, by when)
Test copy removed on:     ____

Keep the records together. They are evidence for an audit, an insurer or a customer who asks how you protect their data (Compliance evidence from the audit trail).

When a test fails

A failed test is a success of the process: you learned it on a quiet day. Agree the fix, a date and a new test. Common findings, from the drill page: images missing because the files half was not backed up, errors about missing tables because the backup is from another release, old content because caches were not cleared, and a restore that takes far longer than expected because the site has grown (Restore drills). Fix the cause, update the written procedure, and test again.

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This documentation is free documentation, licensed under the GNU Free Documentation License 1.3 or later.

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