Frequently Asked Questions
Frequently Asked Questions
M-Files Server Software Backup Procedures
Posted by Ramez Mohsene (M-Files) on 25 July 2019 08:36 PM

1     Overview

We cover how to backup vault databases in the following link here, however the purpose of this document is to go over options for M-Files Server software backup processes. In general, there is no true "software" backup for M-Files. The core of the content is in the vault databases, but they must match the version of M-Files Server from which they originated from. There are only a couple options here in case an upgrade were to fail or there should arise a need to backup and restore the software.

2     Option 1 (Best Solution)

Clone the server machine prior to the upgrade. If it is a true standalone server, then you can use disk imaging software to clone the disks so that it is a good snapshot of what the environment was prior to the upgrade. If it is a VM, then use the VM hosting technology to create a full snapshot of the system so that you can restore back to that point.

3     Option 2

Take full M-Files vault backups along with the Filedata backups. This is covered here. However, if the upgrade were to fail, your fall back is to completely remove M-Files from the system, and manually reinstall the original build, and restore the vaults back as if it were a new system, along with the extra environmental changes (such as SSO, web access, etc).

(0 vote(s))
This article was helpful
This article was not helpful

Help Desk Software by Kayako case