# Backups & restore
URL: https://openship.io/docs/guides/backups-restore.md

Keep safe copies of your app's data, back it up on a schedule, and roll it back when something goes wrong — from the dashboard or the terminal.

import { Step, Steps } from 'fumadocs-ui/components/steps';

A backup is just a spare copy of your data, kept somewhere else, so that if today's copy gets lost or broken
you can go back to a good one. Think of it like photocopying an important document and leaving the copy in a
safe at another address — if the original burns, you still have the copy.

Openship does two jobs here. First, it copies your data to a storage place you choose (a **destination**).
Second, it does that on a schedule you set (a **policy**) so you never have to remember. And when you need it,
it puts a copy back (a **restore**).

<Callout title="What you need first">
- Openship up and running, and a project with at least one **service** that holds data (like a database).
- Somewhere to keep the copies — an S3 bucket, an SFTP server, an existing server, or a folder on disk. We set
  this up in the first step below.
</Callout>

## Step 1 — Add a place to keep backups

Before Openship can back anything up, it needs to know **where** to put the copies. That place is called a
destination. You add destinations once, on the **Backups** page, and every project can then use them.

<Steps>

<Step>

### Open the Backups page

In the left sidebar, click **Backups**. If you have no destinations yet, you'll see a "No backup destinations
yet" screen with an **Add Your First Destination** button. Otherwise, press **Add Destination** in the top
right.

<Callout title="Screenshot">The Backups page empty state, with the **Add Your First Destination** button and the four supported destination types. *(screenshot pending)*</Callout>

</Step>

<Step>

### Pick the kind of storage

Openship asks which type of destination this is. Pick the one that matches what you have:

- **S3-compatible** — any S3-style bucket (AWS S3, Cloudflare R2, Backblaze B2, Wasabi, MinIO).
- **SFTP** — push copies over SSH to any host, using new credentials you provide.
- **Existing server** — reuse the SSH login from a server you've already added to Openship.
- **Local disk** — write to a folder on the machine running Openship. (Not available in cloud mode.)

</Step>

<Step>

### Fill in the details

The fields change depending on the kind you picked. Fill in what applies:

<Tabs items={['S3-compatible', 'SFTP', 'Existing server', 'Local disk']}>
<Tab value="S3-compatible">

- **Name** — a label for you, like "Production R2".
- **Endpoint** — leave empty for AWS S3. For Cloudflare R2 it looks like
  `https://<account>.r2.cloudflarestorage.com`.
- **Region**, **Bucket**, and an optional **Path prefix** (a folder inside the bucket).
- **Access key ID** and **Secret access key** — the credentials for the bucket.

</Tab>
<Tab value="SFTP">

- **Name**, **Host**, **Port** (default `22`), and **User**.
- An optional **Path prefix** — the folder on the remote host to write into.
- Authenticate with either a **Password** or a **Private key (PEM)** (paste the key). Leave the password blank
  when you use a key.

</Tab>
<Tab value="Existing server">

- **Name** and the **Server** to reuse — pick one of the servers already saved under **Servers**. Openship
  reuses that server's SSH credentials, so there's nothing new to enter.
- An optional **Remote path** for where to store the copies.

</Tab>
<Tab value="Local disk">

- **Name** and an **Absolute path** — a filesystem path on the machine running Openship, like
  `/var/backups/openship`.

This kind is disabled when Openship runs in cloud mode.

</Tab>
</Tabs>

<Callout title="Your secrets are safe" type="info">
Keys and passwords are **encrypted at rest** — Openship stores them scrambled, not in plain text. When you
edit a destination later, secret fields show up blank; leave them blank to keep the stored value.
</Callout>

Press **Save destination**.

</Step>

<Step>

### Check that it works

Back on the list, each destination has a **Verify connection** button (the circular arrows icon). Click it —
Openship writes a tiny test file, reads it back, and deletes it. A green **Verified** badge means the login and
address are correct. Do this now, before you rely on it.

<Callout title="Screenshot">The Backups list with one destination and its **Verified** badge after a successful connection check. *(screenshot pending)*</Callout>

</Step>

</Steps>

<Callout title="Tip" type="info">
You can mark one destination as the **default** (the star / **Set as default** action). It's a handy label for
"the one I usually use" — you still pick a destination explicitly when you create a policy.
</Callout>

## Step 2 — Set a backup schedule

A **policy** is the rule that says "back this up, to that destination, on this schedule, and keep this many
copies." You set policies **per service**, inside the project.

<Steps>

<Step>

### Open the project's Backup tab

Open your project and go to the **Backup** tab. You'll see your destinations, a list of the project's
**services**, and the recent backup runs.

</Step>

<Step>

### Create a policy for a service

Find the service you want to protect and press **Create policy**. (If that button is greyed out, you don't have
a destination yet — hovering it shows "Add a destination first." Go back and finish Step 1.) A panel opens with
these choices:

- **Destination** — where the copies go.
- **Schedule** — pick a preset (**Hourly**, **Daily**, **Weekly**, **Monthly**, or **Manual only**), or type
  your own five-field cron expression. "Manual only" means it never runs on its own — you trigger it by hand.
- **Retain count** — keep the N most recent successful backups (older ones are pruned automatically).
- **Retain days** — drop backups older than N days.
- **Pre-deploy trigger** — when ticked, Openship also backs up automatically right before each new deploy goes
  live. This is your safety net for bad deploys.
- **Pre-hook / Post-hook** — optional shell commands. A pre-hook runs *before* the copy is taken (databases
  often use `pg_dump` here); if it fails, the run is aborted. A post-hook runs *after* upload for cleanup.
- **Webhook trigger** *(optional, advanced)* — generates a private URL you can `POST` to from an outside
  scheduler or CI so something else can kick off this backup.

<Callout title="Screenshot">The Create backup policy panel showing the destination dropdown, schedule presets, retain-count/retain-days fields, and the pre-deploy checkbox. *(screenshot pending)*</Callout>

Press **Create policy**.

</Step>

</Steps>

<Callout title="Per service or whole project" type="info">
The dashboard sets a policy **per service**. From the terminal you can also make a **project-level** policy that
covers the whole project — just leave off `--service` when you run `openship backup policy create` (see below).
</Callout>

## Step 3 — Run a backup now

You don't have to wait for the schedule. On the **Backup** tab, any service that has a policy shows a **Backup
now** button — press it and the copy starts immediately.

A **Live backup** card appears at the top with real-time progress. The backup itself runs on the server, so it
keeps going even if you close the tab. When it finishes, the run shows up in **Recent backups** with a green
status and its size.

## Step 4 — Protect a copy from being deleted

Retention (the "keep N copies" rule) automatically prunes old backups to save space. If you have one copy you
never want deleted — say, the last known-good state before a big change — you can **protect** it.

In **Recent backups**, each successful run has a small lock icon. Click it to **Protect from retention**; the run
gets a **Protected** badge and pruning will skip it. Click again to **Allow retention to prune** and release it.

## Step 5 — Restore a backup

Restoring puts a saved copy back in place of the current data. It's the whole point of having backups — but it
**overwrites** what's there now, so Openship walks you through it carefully.

<Steps>

<Step>

### Start the restore

In **Recent backups**, find a successful run and click its **Restore** icon (the circular counter-clockwise
arrow). The **Restore backup** wizard opens.

</Step>

<Step>

### Review

The first screen shows which backup you're restoring and warns that current data will be overwritten. Leave
**Protect the latest backup from retention prune** ticked (it's on by default) — this keeps the backup you're
restoring from safe from automatic pruning, so that known-good copy stays around. Press **Continue → Prepare**.

<Callout title="Want a copy of the data as it is right now?" type="info">
Restoring **overwrites** the current data, and Openship does **not** take a fresh backup of the live state for
you first — the "protect" tick above only shields the backup you're restoring *from*. If you might want today's
data back, run **Backup now** (Step 3) *before* you start the restore.
</Callout>

</Step>

<Step>

### Prepare (a safe check)

Openship downloads and verifies the backup at the destination to make sure it's actually usable. Nothing
destructive happens yet — your service keeps running normally during this step.

</Step>

<Step>

### Confirm

Once verified, you're asked to **type the service's name exactly** to confirm. This is the "are you really
sure?" gate, because the next step permanently replaces the current data. Type the name and press **Apply
restore**.

<Callout title="Screenshot">The Restore backup wizard on the Confirm step, showing the "type the service name to confirm" box and the red **Apply restore** button. *(screenshot pending)*</Callout>

</Step>

<Step>

### Apply

The service stops briefly, the data is swapped in, and it restarts. Keep the window open until it says **Restore
complete**.

</Step>

</Steps>

## Prefer the terminal?

Everything above works from the CLI. The base command is `openship backup`, with four groups: `destination`,
`policy`, `run`, and `restore`.

```bash
# 1. Add a destination (S3-compatible example) and verify it
openship backup destination create \
  --name "Production R2" --kind s3_compatible \
  --endpoint https://<account>.r2.cloudflarestorage.com \
  --bucket my-backups --region auto \
  --access-key-id <id> --secret-access-key <key>

openship backup destination list
openship backup destination preflight <destinationId>

# 2. Create a daily policy for one service, keeping 7 copies
openship backup policy create \
  --project <projectId> --destination <destinationId> \
  --service <serviceId> --cron "0 3 * * *" \
  --retain-count 7 --pre-deploy

# 3. Run it now and watch it finish
openship backup policy run <policyId> --follow

# 4. See runs, and protect one from pruning
openship backup run list --project <projectId>
openship backup run protect <runId>            # or --release to unprotect

# 5. Restore — a two-step, on-purpose flow
#    'restore' stages it and prints a restoreId + confirmation token…
openship backup run restore <runId>
#    …then apply it with that token (this is destructive)
openship backup restore apply <restoreId> --token <confirmationToken> --follow
```

<Callout title="Restore is deliberately two steps" type="info">
`backup run restore` only *prepares* the restore and hands you a confirmation token — it doesn't change
anything yet. You must run `backup restore apply` with that token to actually swap the data in. This mirrors the
"type the name to confirm" gate in the dashboard.
</Callout>

## If something goes wrong

<Callout title="A destination won't verify" type="error">
Click **Verify connection** and read the reason it shows. The usual causes are a wrong access key or password, a
bucket or path that doesn't exist, or a host/port that isn't reachable. Fix the field and verify again — a
destination that can't verify can't back anything up.
</Callout>

<Callout title="The “Create policy” button is greyed out" type="warn">
That service has no destination to send backups to yet. Add and verify at least one destination on the
**Backups** page first (Step 1), then come back to the project's **Backup** tab.
</Callout>

<Callout title="A backup run failed" type="error">
Open the run in **Recent backups** — a failed run shows its error message inline. If you set a **pre-hook**, a
common cause is that command failing (for example a `pg_dump` that can't connect); a failing pre-hook aborts the
whole run on purpose, so the copy is never half-made.
</Callout>

<Callout title="I need to undo a restore" type="warn">
There's no one-click undo — a restore overwrites the data in place, and Openship doesn't auto-capture the live
state beforehand. Your safety net is a backup taken *before* the restore: if you ran **Backup now** first (or an
earlier run still holds the state you want), open that run in **Recent backups** and **Restore** from it.
</Callout>

## What next?

<Cards>
  <Card title="Multi-service apps" href="/docs/guides/compose-multi-service" description="Understand services — the parts of your app that policies back up individually." />
  <Card title="Environment variables" href="/docs/guides/environment-variables" description="Give backup hooks the database credentials they need, safely." />
  <Card title="Custom domains" href="/docs/guides/custom-domains" description="Put your app on your own address with automatic HTTPS." />
</Cards>