Create an On-Demand Backup

Prerequisites

Before backing up configuration data, you need to decide the followings:

Where - Whether to save the backup file to local drive, external device, or network drive. If you want to save the file to external device or network drive, you need to set up an external device or add a network drive on the system first. For more information, see the following topics:
What - Whether to back up custom prompts, CDR, or company contacts and phonebooks settings.

Procedure

Log in to PBX web portal, go to Maintenance > Backup and Restore, click Backup.
Configure backup settings.
- File Name: Retain the default name or enter a name to help you identify it.
- Comments: Add a note to the backup file.
- Storage Location: Select a location to save the backup file.
  
  Note: To prevent backup failure in case of disconnection to external device or network drive, we recommend that you save the backup file on the local flash (LOCAL).
- The backup file will include: Select the items that will be backed up.
  - System Configuration: All the configurations on the system.
  - Custom Prompts
  - CDR
  - Company Contacts and Phonebooks Settings
    Note: The option is available for Enterprise/Ultimate Plan.
  - Company Contacts
    Note: The option is available for Basic Plan.
  - Chat Data for External Chat
Click Save.

Result

The created backup file is displayed in Backup and Restore list and is stored in the selected location.

Tip: You can archive the backup file to external servers via FTP, SFTP, Amazon S3, and Google Cloud Storage services for less space occupying and minimized data loss risk on PBX, as well as easier file management on external server. For more information, see Yeastar P-Series PBX System Remote Archiving Overview.