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How to test the restore process

Written by ProBackup

Testing the restore process helps you know exactly what to do when you accidentally lose or change data. This article explains a safe, risk-free way to test a restore in ProBackup.

Test the restore

  1. In the top menu bar, click the icon of the app you want to test.

  2. Select a data type tab (e.g. tasks, comments, or files).

  3. Navigate to any project, list, or board in the left sidepane.

  4. Select one or more records and click Restore [n] [records] in the bar at the bottom of the screen (e.g. Restore 2 tasks).

  5. In the Confirm Restore pane, review the restore options (see below) and click Restore.

  6. The restore report opens automatically. Check that the restore is completed. You can reopen it later via Reports > Restore Reports.

  7. Open your cloud app and search for the restored items.

  8. Compare them with the original items.

  9. Once reviewed and approved, delete the restored items so you keep only the original records.

Restore options

After you click restore, the Confirm Restore pane opens on the right. Review and configure these options before confirming:

  • Restore Location: shows where the record will be restored. This is set automatically based on the record's original location.

  • Snapshot Date: the date of the backup version that will be restored. Change it to restore the record as it existed on a different date.

  • Restore Method: choose how the data is restored.

    • Restore as new records (Recommended): creates new copies of the selected records in the original location. This is the safest option for testing a restore and does not affect any existing data.

    • Overwrite existing records: updates existing records with the backed-up field values. Use this to roll back changes to a record that still exists in your app. When you select this option, you choose which fields to overwrite. This option is only available for some data types.

  • Important: lists any limitations that apply to the selected data type.

Tips

  • Type a keyword in the search field above the table to quickly search the current table. This only searches the selected project, list, or board, so make sure the correct one is selected in the left sidepane.

  • To find items that have been deleted, open Reports > Recently Deleted, or pick a date in the date picker: the table then also shows records that were deleted after that date.

Notes:

  • When you restore a lot of data, it can take a while before everything is restored.

  • When you restore a board or project, a new board or project is added with "(restored" and the date and time in its name.

  • For records, you can often sort by creation date to find the newly created items. In several apps, restored records also get a comment "Restored from backup, original id: …".

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