8.1 Recommendations

Thanks to the synchronization rules, not all the data are synchronized with the synchronization server. This means that the synchronization server is not a backup solution. To avoid data loss because of a crash or any other problems, backups must be created to save 2 kinds of data:

  • Data not supposed to be synchronized
  • Data not pushed yet

Backups must not be saved in the local instance’s hard drive as it could be lost if the hard drive crashes or if the machine gets stolen.
As for confidentiality issues, if one comes into possession of a backup, she/he would have access to all the information saved into the database backup and would be able to read it.
However, she/he will not be able to synchronize data with the synchronization server if she/he does not also possess the synchronization password or if the instance has been invalidated at the synchronization server level.
The UniField backup and restore password should be complex and be transmitted only to key staff.
There should be a safe place with:

  • the All-in-one used for the installation
  • the configuration files after having changed the super admin password (normally done after the installation)
  • the backups
8. Procedures for Backup / Restore
8.2 Backing up the Local Instance Configuration Files.