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Vtiger CRM Backup Automation

Vtiger Backup Automation is an effective Vtiger extension that allows you to back up your Vtiger files and databases on your local computer or any other server based on your preferences. It supports manual backup locally and automatic backup on any of the cloud-based servers such as S3, FTP, FTPS, SFTP, Google Drive, and Dropbox.

Steps to install Vtiger Automated Backup

  • Login to Vtiger CRM
  • Navigate to Settings -> CRM Settings -> Modules -> Import Module from Zip
  • Follow the onscreen instructions click on Import and select Import Now to finish the installation process.
  • Now access the extension by navigating to Tools -> Automated Backup

Configuration

First, configure your cloud server with the extension. So that all your Vtiger files and databases are seamlessly backed up on the desired server at the scheduled time.

For configuration, navigate to the configuration tab at the top side menu
Select the cloud server from the drop-down in which you need to backup your file or database

Now Click on the edit option

Vtiger Auto Backup configuration 1

S3 Configuration

  • Get the access key and secret key from your S3 account.
  • For that Login to your Amazon S3 account. 
  • Select User and click on IAM. 
  • On the right side click on the My security credentials. Here click on Create key to get your acces key and secret key. 
  • Copy the credentials and paste them into the appropriate field on the configuration page of the Vtiger Automated Backup. 

To get the Region name

  • Moving back to the S3 account, click on the global at the top bar and select your nearby region. 
  • Provide the region name on the configuration page
  • Click on Next

Now all the bucket names of the S3 account will be displayed. Select the desired bucket name from the drop-down 

  • Click on Next
  • Tick the checkbox to mark the S3 server as the primary to back up all the databases and files.
  • Click on save to save the configuration settings.
  • FTP Configuration

    To configure your FTP server with the extension, provide your FTP Host, and FTP Port. 

  • Click on Next
  • Now provide your FTP username & password. And Click Next.
  • Enter the FTP path directory and click Next
  • Here tick the checkbox to mark the FTP as your primary server for data backups.
  • SFTP Configuration

    For SFTP configuration provide the SFTP host, SFTP port, SFTP user name, SFTP password, and SFTP path directory.

    Google Drive Configuration

    To configure Google Drive with the extension, you need to provide the client ID, client secret, and Google Drive path

  • To get the Client ID and Client Secret,
  • Open the Google Developer console
  • First, you need to have the project in the Google developer console. If you don’t have a project yet create one by clicking on the create project.
  • Now select the desired project
  • On the left navigation menu, select the API and Credentials and choose credentials
  • Click on Create credentials from the top side menu and select OAuth client ID.
  • Vtiger Auto backup client Id and client secret

  • The Create Client ID page will be displayed.
  • Select the Application type from the drop-down.
  • Now provide the appropriate redirect URL. 
  • The redirect URL path must be in the format,

    Your Vtiger path directory/ GoogleDriveAuthentication.php

    For example, http://localhost/vtigercrm7.5/GoogleDriveAuthentication.php

  • Once you provide the redirect URL, click on Create.
  • Now the OuAth client ID and Client Secret have been created successfully.
  • Copy the credentials and Paste them on the configuration page of the Automated backup 
  • Now click on Next and click on Authorize Google Drive.
  • Choose your Google account in which you need to back up your databases.
  • Click on Allow. Your Google account has been configured successfully. 
  • Click on Next. Tick the checkbox to mark Google Drive as a primary server to back up all your Databases and Vtiger files.
  • DropBox Configuration

    Provide the App key, App secret, and Dropbox path 

    Authorize the appropriate Dropbox account to configure your Dropbox for the Automated backup.

    Once you are done with the configuration move on to the Backup settings to set the time-frequency for Automatic Backup. 

    Settings 

    Navigate to the settings at the top side menu

    Manual Data Backup

    If you want to manually back up your databases and files click on the Manual option. Now your Vtiger files and databases will be downloaded on your local computer.

    Automatic Data Backup

    Enter the time-frequency and number of backups to retain.

    Vtiger Auto Backup Settings

    Database Backup Schedule

    Select the time frequency from the drop-down for the database backup schedule. That is select the time interval (in how many hours/months/weeks) you need to run the backup. The time frequency includes every hour, every 2 hours, every 4 hours, every 8 hours, every 12 hours, Daily, Weekly, Fortnightly, and Monthly.

     select the number of backups you want to keep 

    Retain how many scheduled backups

    Select the number of database backups you want to keep on your server. 

    If you select 2, only the data backup of the last 2 days will be saved on your primary server and all other backups will be deleted automatically.

    Note: Retaining at least last 7 days of data backup is recommended

    CRON Schedule

    Set up the Cron scheduler in order to run the automatic data backup at the scheduled time interval.

    Enable CRON on your server by adding the following entry:

    *****wget -o /dev/null -q -O /dev/null {site_URL}/BackupCron.php.2>&1

    Audit Logs

    To track the number of data backups and their status, navigate to the Audit Logs at the top side menu. It shows all the success/failure statuses of both the manual and automatic data backups.