In this article, we will review how to restore data from the created backup.
There are two pages where you can launch the restore process, Operation Details and Data Protection.
Data Protection page allows quickly restoring the required project/user. It is also possible to open the full backup summary and select more data to restore.
To launch the restoration of a single project, perform the following:
1. Open the Data Protection page and select the project you need to restore right now.
You can select to review all backups of the projects/users on the page or select to review only Completed or Failed backups using the buttons at the bottom of this section.
Use the date range option to select the required date for the state in which you need to restore the project. Use the Search option to find the needed Project/User by name. Also, you can sort the columns by Project title or Team.
Click on the completed backup status of the required project, the Backup Summary page will be opened. You can review the information for the selected backup of a single project and resource it at once by clicking the Restore button.
Choose the restore parameters and click the Restore Now button.
To select more data for restore click the Full Backup Summary option.
Review the summary for the backup and click the Restore button at the bottom.
The Restore page will be opened where you can select what data you need to restore from this backup.
Click on the pencil-like button next to each element to select data.
Select the restore mode:
With the 'Restore a copy..' project mode selected a copy of the project will be created with the same 'Project name and backup date'.
With the ‘Merge with an existing project or create new if does not exist’ restore mode the existing project will be found by name and ID, and in case it is not found, a new project is created from the backup.
In case an existing project is found by the same ID and Name, the project data is updated, merging with the data from the backup during the restore operation. See how the data will be updated:
Project Element |
Updated? |
Notes |
Project Name |
+ |
|
Project Owner |
+ |
|
Project Start and Due dates |
+ |
If the backed-up project did not have dates and then dates were added, they will not be removed during restore. |
Project Members |
+ |
|
Project Owners |
+ |
|
Project Permissions |
− |
Permissions will not be changed |
Project default layout |
+ |
|
Project Custom Fields |
+ |
Missing fields will be created, existing fields will be found by Name and Type. |
Project Tasks |
+ |
Missing tasks will be created, existing tasks will be found by name and ID. |
Project Sections |
+ |
|
Task Collaborators |
+ |
|
Task Assignees |
+ |
Only existing assignees are set during restore |
Subtasks |
+ |
Missing subtasks will be created for their parent tasks, existing subtasks will be found by name and ID. Subtask name and data will be updated. |
Task changed to Subtask/ |
+ |
|
Milestones, Approvals |
+ |
|
Field Values | ||
Start and Due dates |
+ |
|
Assignees |
+ |
Only existing assignees are set during restore |
Dependencies |
+ |
Deleted dependent tasks outside the currently restored project will not be set. |
Tags |
+ |
|
Single Select |
+ |
Renamed and deleted field labels will not be restored |
Multi Select |
+ |
Renamed and deleted field labels will not be restored |
Number |
+ |
|
Text |
+ |
|
|
|
|
If the ‘Delete project before restore’ restore mode is selected, the existing project found by name and ID will be deleted and a new project created from the backup.
When the data is selected, click the Restore Now button.
Operation Details page allows you to open the full backup summary at once and select the required data for restore. Use filters on the page to quickly find the required backup operation.
Click on the completed backup operation to open its summary. Click Restore.
Clicking on the pencil-like buttons next to each element select the required projects for restore and restore mode. Click the Restore Now button.
The restore operation will be launched at once and will appear on the Operation Details page where you can check its status and progress.
