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Backup readiness

A checklist that proves an Exponential site of a public body can be restored - database and files taken together, keys that cannot be recreated, storage and retention, restore tests, recovery objectives and who does…

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Address: https://doc.exponential.earth/exphelp/viewer/help/government/checklists/backup-readiness.md

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Backup readiness

This checklist is for the site administrator and host of a public body. A backup is only proven by a restore. The facts come from Backups: what to back up, Restore and restore tests and 10. After installing.

Contents

  1. What is backed up
  2. How
  3. Where and how long
  4. Restore
  5. Agreements

What is backed up

  • To do: The database, with the tool of its engine (Database backups per engine).
  • To do: var/storage/ and any var/<site>/storage/: uploaded files.
  • To do: settings/override/ and settings/siteaccess/: settings and credentials.
  • To do: Keys that cannot be recreated: settings/override/audit.ini.append.php (audit signing keys), settings/override/mailpreferences.ini.append.php (the e-mail preferences secret), Velocity's TLS keys if used (Keys and secrets).
  • To do: The audit directory var/<site>/log/audit/.
  • To do: Your own extensions and designs, unless they are in a repository you control; composer.json and composer.lock.
  • To do: Caches, var/autoload/ and vendor/ left out: they are rebuilt.

How

  • To do: Database and files taken at the same moment, with maintenance mode or with the accepted small gap (Taking database and files together).
  • To do: A SQLite database copied with SQLite's online backup, never by copying a busy file.
  • To do: Automated, with a failure alert to a person.

Where and how long

  • To do: Stored off the server, in a second location.
  • To do: Encrypted; readable only by named people (the backup holds database passwords).
  • To do: Retention matches your records and privacy rules (Backup schedules and retention).
  • To do: Data location of backups stated in the hosting contract.

Restore

  • To do: A restore test at least once a year on another machine (A restore test on another machine).
  • To do: After the restore: sign-in, a page with images, a form, the audit chain (./console exp:audit verify).
  • To do: The time it took recorded: that is your real recovery time.
  • To do: The runbook Restore from backup followed and improved.

Agreements

  • To do: RPO (how much data may be lost) and RTO (how long a restore may take) agreed with your own figures (SLA options).
  • To do: Who starts a restore and who decides to.
  • To do: Backup copies returned or deleted at the end of the hosting contract (Exit readiness).

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

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