UCRM - Backup and Migration

Overview


This guide explains how to backup UCRM manually or how to migrate UCRM to another machine.

UCRM data is stored in two locations:

  • /home/ucrm/data - images, pdf invoices, encryption key
  • /home/ucrm/data/postgres - postgres database - all other UCRM entities such as clients, payments, etc.

Table of Contents


  1. What Needs to be Migrated
  2. Database Backup
  3. How to Backup UCRM Data Folders
  4. Related Articles

What Needs to be Migrated


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If you want to migrate the UCRM app to another machine, you should ensure the database and other data are migrated. A database backup can be created and downloaded in System > Tools > Database Backup while other data, such as invoice pdf files, SSL and encryption keys can be found in the UCRM data directory /home/ucrm/data.

Database Backup


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Creating a backup, or migrating a database can also be processed in the UCRM app, which might be easier for some users. See System > Tools > Database backup. Using this tool you can backup and restore the database instead of moving the /home/ucrm/postgres folder.

How to Backup UCRM Data Folders


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For data backup, you must first pause the running containers. Go to directory, where your docker-compose.yml is located (it will probably be in /home/ucrm). Then archive the data and save it somewhere safe and finally "un-pause" the containers.

Go to your UCRM home directory

cd /home/ucrm

Pause running containers

docker-compose pause 

Pack the data directory

sudo tar -cvjSf ucrm-data.tar.bz2 data 

 

Un-pause running containers

docker-compose unpause

This set of commands will create separate archives for UCRM data (e.g. invoice PDFs) and database. Then you can move them to another machine or archive.

Related Articles


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