This article explains your options to backup your OnePlan data, and backup best practices.
OnePlan is a cloud-based service hosted by Microsoft Azure services (not servers). This means your data is very secure and thoroughly backed up.
For disaster recovery, we have you covered with Microsoft and OnePlan's resiliency measures. See our Business Continuity articles for more information about OnePlan business continuity practices.
For regular, non disaster related backups, users have several options available:
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Users can manually generate backups of their OnePlan group using the OnePlan backup tools.
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Use the Admin Backup Tool for environments with fewer than 100 plans. See How do I save and restore backups? for instructions to use the backup tool.
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Use the Backup Utility for environments with 100 or more plans. See Use the OnePlan Backup Utility for instructions to use the backup utility.
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Versioning and Templates in the work plan are methods in OnePlan to backup and save your work plan data, which safeguards you from losing your work.
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See Work Plan Versioning Overview for instructions to save and manage versions of your work plan.
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See Work Plan Templates Overview for instructions to save and manage templates of your work plan.
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Check with your IT department to learn about your company's existing backup processes.
Use versioning and templates to regularly safeguard your work plan data.
OnePlan backup/restore process is designed to allow customers to backup their group and restore to another group for troubleshooting purposes.
Backup/Restore was not intended to be used to revert an existing group to a previous point in time. If data has been lost, you may use the Import Backup function to copy over your group to a new site and copy the data back. See How do I save and restore backups? for instructions to use the backup tool.
For a full group recovery the following may need to be done:
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Create a new blank group
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Restore your backup to that group
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Test and verify that all data and information has been restored
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Delete the old group and notify users of the use of the new group
Notice
Note: If OnePlan has been integrated with an external source, further actions must be taken to restore those links
Important
The following data is backed up with your individual group backups:
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Resources
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Plans
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Tasks
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Resource Plans
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Financial Plans
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Status Reports
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Dependencies
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Models
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Insights
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Templates
The following data is NOT backed up with your individual group backups at this time:
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Timesheets
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TimeOff Requests
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Rate Tables
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