Backup and Restore
This document explains the data backup mechanism of ERPNext and the procedures for manual backup and restoration.
The Importance of Backups
ERPNext stores important company information such as financial data, customer information, and inventory data. Regular backups are the most important measure to protect against data loss.
Automatic backup
ERPNext automatically takes backups every day.
How to check
- In the search bar
バックアップのダウンロードtype - A list of backup files will be displayed.
Items included in the backup
| File | Contents |
|---|---|
| Database Backup | All DocType (report) data |
| File Backup | Attached Files / Uploaded Images |
| Private File Backup | Private Uploaded Files |
Manual Backup
Before making major configuration changes or updates, be sure to manually create a backup.
Method A: From the screen
- In the search bar
バックアップのダウンロードtype - Click "Get a new backup"
- A download link will be displayed, so save the file.
Method B: Command line (for server administrators)
Log in to the server via SSH and execute the following command:
bench --site your-site.local backupBackup filessites/your-site.local/private/backups/ It will be saved to [location].
Cloud Backup
Settings to automatically save backups to cloud storage:
- In the search bar
S3バックアップ設定type - Enter connection information for Amazon S3 or compatible storage.
- Check "Enabled"
Supported services: Amazon S3, Google Cloud Storage, Dropbox
Restoring from Backup
Method: Command line (for server administrators)
bench --site your-site.local restore /path/to/backup.sql.gz⚠️ Caution: Restoring will overwrite your current data. Be sure to create a backup of your current data before restoring.
Backup Best Practices
| Item | Recommendation |
|---|---|
| Frequency | Daily (automatic) + Before important changes (manual) |
| Storage Location | At least one location other than the production server |
| Cloud | Set up automatic forwarding to AWS S3, etc. |
| Testing | Regularly perform recovery tests |
| Retention Period | A minimum of 30 days' worth is retained |
All sections completed
Great job! You've now studied all the role-specific manuals.
- Return to basic operations - Sales Manual - Purchasing Manual - Manufacturing manual - Accounting manual