openproject/doc/operation_guides/manual/backup-guide.md

Backup Guide

We advice to backup your OpenProject installation regularly — especially before upgrading to a newer version.

Backup the Database

###OpenProject Version 3.0.15 and newer

Execute the following command in a shell in the directory where OpenProject is installed:

RAILS_ENV=production bundle exec rake backup:database:create

The command will create dump of your database which can be found at

OPENPROJECT_DIRECTORY/backup/openproject-production-db-<DATE>.sql (for MySQL) or OPENPROJECT_DIRECTORY/backup/openproject-production-db-<DATE>.backup (for PostgreSQL).

Optionally, you can specify the path of the backup file. Therefore you have to replace the /path/to/file.backup with the path of your choice

RAILS_ENV=production bundle exec rake backup:database:create[/path/to/backup/file.backup]

Note: You can restore any database backup with the following command. Be aware that you have to replace the /path/to/backup/file.backup path with your actual backup path.

RAILS_ENV=production bundle exec rake backup:database:restore[/path/to/backup/file.backup]

If your database dump is from an old version of OpenProject, also run the following command after the restore:

RAILS_ENV=production bundle exec rake db:migrate

to migrate your data to the database structure of your installed OpenProject version.

OpenProject prior Version 3.0.15

Determine which Database you are using. You can find the relevant information in the OPENPROJECT_DIRECTORY/config/database.yml file. It looks similar to this:

production:
  adapter: postgresql
  database: openproject-production
  host: localhost
  username: my_postgres_user
  password: my_secret_password
  encoding: utf8
  min_messages: warning

Locate the database entry for your production database. If your adapter is postgresql, then you have a PostgreSQL database. If it is mysql2, you use a MySQL database. Now follow the steps for your database adapter.

PostgreSQL

You can backup your PostgreSQL database with the pg_dump command and restore backups with the pg_restore command. (There might be other (and more convenient) tools, like pgAdmin, depending on your specific setup.)

An example backup command with pg_dump looks like this:

pg_dump --clean --format=custom --no-owner --file=/path/to/your/backup/file.backup --username=POSTGRESQL_USER --host=HOST DATABASE_NAME

Please, replace the path to your backup file, the username, host, and database name with your actual data. You can find all relevant information in the database.yml file. Consult the man page of pg_dump for more advanced parameters, if necessary.

The database dump can be restored similarly with pg_restore:

pg_restore --clean --no-owner --single-transaction
--dbname=DATABASE_NAME --host=HOST --username=POSTGRESQL_USER
/path/to/your/backup/file.backup

Consult the man page of pg_restore for more advanced parameters, if necessary.

MySQL

You can backup your MySQL database for example with the mysqldump command and restore backups with the mysql command line client. (There might be other (and more convenient) tools, like phpMyAdmin, adminer, or other tools, depending on your specific setup.)

An example backup command with mysqldump looks like this:

mysqldump --single-transaction --add-drop-table --add-locks --result-file=/path/to/your/backup/file.sql --host=HOST --user=MYSQL_USER --password DATABASE_NAME

Please, replace the path to your backup file, the MySQL username, host and database name with your actual data. You can find all relevant information in the database.yml file. Consult the man page of mysqldump for more advanced parameters, if necessary.

The database dump can be restored similarly with mysql (on a *nix compatible shell):

mysql --host=HOST --user=MYSQL_USER --password DATABASE_NAME < /path/to/your/backup/file.sql

Consult the man page of mysql for more advanced parameters, if necessary.

Backup your Configuration Files

Please make sure to create a backup copy of at least the following configuration files (all listed as a relative path from the OpenProject installation directory):

Gemfile.local (if present) Gemfile.plugins (if present) config/database.yml (if present) config/configuration.yml (if present) config/settings.yml (if present)

Some OpenProject options can be given as environment variables. If you have configured environment variables for OpenProject, consider to backup them too.

Backup Files Uploaded by Users (attachments)

Files uploaded by users (e.g. when adding an attachment to a WorkPackage) are stored on the hard disk. The directory where those files are stored can be configured in the config/configuration.yml via the attachments_storage_path setting (or an appropriate environment variable).

If you have not changed the attachment_storage_path setting, all files will be uploaded to the files directory (relative to your OpenProject installation).

Make sure to backup this directory.

Backup Repositories

You can manage Repositories with OpenProject — so one or more of your projects may have a repository. Please make sure to backup these too. The path to a project’s repository can be found in the repository settings of the respective project (it can be individually defined for every project). Each of the defined locations has to be backed up.