Module 10 · Advanced · 9 min read

Backups and restore

You will be able to: Take, schedule and test a backup; Restore safely and know what is lost; Apply the 3-2-1 rule.

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A backup is a copy of everything in Zeyto: every company on the computer, with documents, masters, settings and users. Settings ▸ Backup takes manual backups, runs a daily automatic one, copies backups to a cloud folder and restores from any of them.

Take a backup now

  1. Choose where to write it.
  2. Type a Passphrase of at least 12 characters twice. Write it down and keep it away from the backup drive. Zeyto never stores it, and a lost passphrase means the backup can never be opened.
  3. Press Run backup now. The new file shows as Not restore-tested.
The Backup screen with the Run backup now button, the last backup and last restore-tested tiles, the number of backups kept and the retention setting.

Settings, Backup: Run backup now, and the last restore test.

Settings, Backup: Run backup now, and the last restore test.

Prove it works

A backup counts as safe only after someone proves it can be restored. Press Restore… on a row and then Check this backup. Zeyto restores into a temporary copy, counts what is in it, and changes nothing. The row then reads Restore-tested. The Backup screen shows Last restore-tested; Never means nobody has proved it.

Schedule and keep copies elsewhere

  • Tick Run a daily backup automatically, choose where, the Daily time and how often to restore-test, then Save schedule.
  • Automatic backups are kept as daily, weekly and monthly copies; backups you take yourself are never removed automatically.
  • Automatic backups to the computer or a drive are not encrypted, so keep that folder on a disk only trusted people can read.
  • Back up to cloud storage uses a folder that your own cloud app already syncs. It needs the Cloud Backup module. Press Download on a row to take a copy to another computer.

Restore

  1. Choose the file in Backup history, or bring one from another computer (.zbk or .pgdump).
  2. Enter the passphrase if it is encrypted, and press Check this backup first.
  3. Type RESTORE and press Restore over current data.
  4. Zeyto saves a safety copy of today's data first, restores, and everyone signs in again.
Watch outA restore replaces everything for every company on the computer, and anything entered after the backup was made is not in it. Restoring is refused while phones or branches (sync devices) are registered.
How much can you lose?The daily backup runs at 02:00. The disk fails at 16:00 on Wednesday. The newest backup holds Tuesday's work up to 02:00 Wednesday, so up to 14 hours of entries are lost. To lose less, take a manual backup before risky steps such as updates, and re-enter the missing documents from paper or messages.
Tip3-2-1: three copies of your data, on two kinds of storage, with one copy away from the shop. A backup that only sits on the Zeyto computer is lost with it.

Try it in the demo

  1. Open Settings ▸ Backup and read the four tiles: Last backup, Last restore-tested, Backups kept and Retention.
  2. Scroll to Scheduled backup (automatic) and read the options. Do not save on the shared demo.
  3. Read the Backup history columns Status, Made by, Kept and File state.
Open the live demo

Public demo company, sign in as admin / demoAdmin123. Data refreshes nightly.

Key takeaways
  • A backup is trusted only after a restore test.
  • Passphrases are never stored; losing one loses the backup.
  • A restore replaces every company and loses later entries.
  • Follow 3-2-1: keep a copy away from the shop.

Check yourself

3 questions on this lesson. Not timed, not the exam, and you can try again. Score 60% or more, and read the lesson, to complete it.

1. When does Zeyto treat a backup as safe?

2. You lose the passphrase of an encrypted backup. What is the consequence?

3. A backup was taken Monday 02:00. On Thursday you restore it. What happens to the entries made Monday to Thursday?

Practice questions for this module · Printable study sheet