Set up an Automatic Backup Schedule

Yeastar P-Series PBX System supports to automatically back up specific configuration data at the scheduled time. This topic describes how to set up an automatic backup schedule.

Prerequisites

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

Procedure

  1. Log in to PBX web portal, go to Maintenance > Backup and Restore, click Backup Schedule.
  2. In the pop-up window, enable Backup Schedule.
  3. Configure an automatic backup schedule.
    1. Set the automatic backup period. This can be a daily, weekly, or monthly backup.
      • Frequency: Choose to make a daily, weekly, or monthly backup.
        • Daily: If you choose the option, select a time from the drop-down list. The system backs up the settings at this time of the day.
        • Weekly: If you choose the option, choose a day of week and select a time from the drop-down list. The system backs up the settings at this time of the week.
        • Monthly: If you choose the option, choose a day and select a time from the drop-down list. The system backs up the settings on this day and time of the month.
    2. In the Storage Location drop-down list, select where you want 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).
    3. In the The backup file will include section, choose 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
  4. Click Save.

Result

The system will back up the specified configuration data at the scheduled time. The automatic generated backup file will be displayed in the Backup and Restore list.

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.