Backup and Recovery
Backup and recovery planning defines how production data, configuration, and operating evidence can be restored after a failure or operational mistake. The exact implementation depends on deployment model, customer hosting responsibilities, database and storage architecture, and compliance requirements.
Prerequisites
Confirm the deployment model, data classification, customer retention policy, hosting owner, backup owner, recovery owner, and production support path before approving a recovery plan.
Recovery planning flow
Inputs
| Input | Why it matters |
|---|---|
| Protected assets | Databases, object storage, uploaded files, configuration, integration settings, audit records. |
| Recovery objective | Expected recovery point and recovery time for the business process. |
| Deployment model | Determines whether DataMesh, customer IT, or hosting provider operates backups. |
| Retention policy | Determines how long backups and operational evidence should be kept. |
| Restore approval | Defines who can request and approve recovery actions. |
| Validation data | Defines how restored data and workflows are verified. |
Backup scope
| Scope | Include in planning |
|---|---|
| Tenant configuration | Tenant settings, product packages, roles, project settings, integration configuration. |
| Operational data | Assets, work orders, inspection records, documents, datasets, workflow records, audit evidence. |
| Files and media | ECM documents, uploaded resources, generated reports, media files, import artifacts. |
| Integration state | Connector schedules, sync status, service identities, external source mapping. |
| AI workflow evidence | Run records, prompts or inputs where retained by policy, validation handoff, action records. |
Restore validation
- Select a restore scenario, such as accidental deletion, environment failure, or integration corruption.
- Confirm the backup point and restore target.
- Restore into the approved target environment.
- Validate user login and tenant access.
- Validate product data, file access, connector state, and representative workflows.
- Record restore time, data point, differences, and owner sign-off.
Expected result
The recovery plan is acceptable when the customer and DataMesh team know what is protected, who can request restore, who approves restore, which environment is used for restore validation, and what evidence proves recovery succeeded.
Routine review
Review backup and recovery expectations after deployment model changes, major releases, integration changes, data retention changes, customer audit requests, and production incidents. Schedule restore tests according to the customer's operational risk and compliance requirements.
Troubleshooting recovery gaps
| Symptom | Check |
|---|---|
| Backup ownership is unclear | Deployment model, hosting owner, database owner, storage owner, and support contract. |
| Restore test cannot start | Restore target, approval owner, backup point, credentials, or test data scope. |
| Restored data is incomplete | Protected asset list, object storage, external source dependency, or retention window. |
| Recovery objective is unrealistic | Data volume, network path, restore automation, business priority, and validation steps. |
Related pages
- Use Operations and Maintenance for routine backup checks.
- Use Go-Live and Handover to include recovery expectations in production handoff.
- Use ECM Permissions and Governance for document governance and audit expectations.