Using OT Backup
This guide explains how to use OT Backup day to day — managing equipment, backing up a device and restoring a device from a previous backup.
It is written for end users. You do not need to know how the application is built; you only need access to the web interface and the right permissions.
Finding your way around
After signing in you land on the Dashboard. The navigation menu gives you access to every area of the application:
| Menu item | What it is for |
|---|---|
| Dashboard | Overview of recent and in-progress jobs |
| Equipment | The list of devices you can backup and restore |
| Backups | Every backup that has been taken, newest first |
| Jobs | The history and live status of backup and restore jobs |
| Audit trail | A record of who did what and when |
| Configuration | Users, accounts, storage, schedules and other admin settings |
| Profile | Your identity details, local-account password and authenticator settings |
| Docs | This documentation |
Common tasks
- Managing Equipment — create, edit and delete equipment.
- Configuring Backup and Restore Sequences — build the ordered steps used by backup and restore jobs.
- Creating a Backup — save the current state of a device.
- Restoring a Backup — write a saved backup back onto a device.
- Configuring OT Backup — manage equipment types, accounts, variables, agents, backup storage and settings.
- User profile and administration — local sign-in, invitation setup, profile details and user access.
flowchart LR E[Equipment] -->|Backup| B[(Backups)] B -->|Restore| E B --> J[Jobs] E -->|Backup| J J --> D[Dashboard]
A backup reads from a device and stores a copy. A restore takes one of those stored copies and writes it back to the device. Both run as jobs, which you can follow on the Jobs page and the Dashboard.
Permissions: The buttons described in this guide only appear if your account has the matching permission. If you cannot see a Backup or Restore action, ask your administrator to grant you access.
Next steps
- Creating a Backup
- Restoring a Backup
- Managing Equipment
- Configuring Backup and Restore Sequences
- Configuring OT Backup
- Adapters — device-specific setup and configuration