Backup and Restoration#
The Identity Server provides comprehensive backup and restoration capabilities to ensure configuration data integrity and system availability. This documentation covers the supported methods for creating, managing, and restoring configuration backups.
Overview#
Configuration backup and restoration is essential for maintaining operational continuity and facilitating system recovery. The configuration interfaces allow you to work with parts or the whole configuration at any time. This is quite handy when it comes to backing up the system or migrating configuration from one environment to another.
Using a backup is a simple way to migrate the configuration from one environment to another.
The Identity Server supports multiple backup methodologies to accommodate different operational requirements and deployment scenarios.
All backup operations produce XML-formatted configuration files that are compatible across restoration methods, ensuring maximum flexibility in recovery scenarios.
Supported Methods#
The Identity Server provides three primary approaches for configuration backup and restoration:
Web-Based Administration Interface#
The Administrative Web UI provides an intuitive interface for configuration backup operations through the management console.
Use Cases:
- Interactive configuration exports
- Ad-hoc backup operations
- Administrative tasks requiring manual oversight
Documentation: Web UI Configuration Backup
Command-Line Interface Tools#
Command-line utilities (idsvr, idsh) enable programmatic backup operations suitable for automation and scripting workflows.
Use Cases:
- Automated backup scheduling
- Scripted configuration management
- Local system administration
- Development environment management
Documentation: CLI Methods
REST API Interface#
RESTful endpoints provide programmatic access for integration with external systems and automation platforms.
Use Cases:
- CI/CD pipeline integration
- Custom management applications
- Remote system integration
- Bulk operations and batch processing
Documentation: REST API Methods
Factory Configuration Restoration#
Factory reset capabilities restore the system to its initial configuration state, providing a clean baseline for troubleshooting and system initialization.
Use Cases:
- System troubleshooting and diagnostics
- Clean installation setup
- Recovery from configuration corruption
- Development and testing environment preparation
Documentation: Factory Reset Procedures
Implementation Guidelines#
Backup Strategy#
Establish a comprehensive backup strategy that includes:
- Regular Scheduled Backups: Implement automated backup procedures as part of routine maintenance operations
- Pre-Change Snapshots: Create configuration snapshots before implementing system changes
- Version Management: Maintain multiple backup versions with appropriate retention policies
- Validation Procedures: Regularly verify backup integrity through restoration testing
Best Practices#
- Backup Frequency: Schedule regular backups based on configuration change frequency and business requirements
- Storage Considerations: Store backup files in secure, accessible locations with appropriate access controls
- Testing Protocol: Establish regular testing procedures to validate backup and restoration processes
- Documentation Standards: Maintain detailed records of configuration changes and backup operations
Restoration operations replace existing configuration data. Ensure proper backup procedures are in place before performing restoration activities.
Technical Specifications#
- Format: XML-based configuration files
- Compatibility: Cross-method restoration support
- Scope: Complete configuration database backup
- Authentication: Standard Identity Server authentication mechanisms