How to use Clearwell with different backup types

Description

Different  Clearwell Backup Types

Creating a backup routine is a critical aspect of system administration. Clearwell data can be backed up by case, appliance, and system. Cluster backups are performed through a combination of backup types.
Note: Clearwell does not back up source case files (such as PST, NSF, Loose Files, and converted files) in either a case or appliance backup. Source files must be backed up using a separate backup method.

The following diagram illustrates the difference between case, appliance, and system backups.



Collections Backups
Creating a backup for collections is a critical aspect of collections administration. Backup Clearwell data by running an on-demand, or scheduled backup. Change the default backup location destination.
For information about regular collections administrative tasks, refer to the section "Collection Administration and Maintenance" in the Identification and Collection Guide.
Note: Only Clearwell's catalog of collections, tasks, data map sources, custodians, and destinations are backed up, not the data preserved at your storage destinations. Data map and collection areas cannot be viewed or modified while the backup job is running.

Case Backups
Case backups contain all the index and database information related to the selected case, including user-generated tags and notes. Case backups are used to checkpoint a case, that is, restore a case to a previous state. Case backups can also be used as a tool to transfer cases to different appliances. See “Creating Case Backups” in the System Administration Guide.
Note: For more information about case backups in a distributed environment, refer to the Distributed Architecture Deployment Guide.

Appliance Backups
Appliance (or node) backups include all index and database information for all cases (including Legal Hold information) on the appliance. Node / Appliance backups enable the administrator to restore an appliance and are the backup option to guard against appliance failure. See “Creating Appliance Backups” in the System Administration Guide.
Note: When using the appliance backup the entire appliance is restored. An appliance backup cannot restore a specific case.

System Backups
System backups include the system files on the master appliance required to restore a cluster on a new master appliance. System backups do not include all system data. The following data is not included in a System backup:
• System statistics and logs
• List of data sources enabled for each cluster appliance
• Schedules or history of system-level jobs (such as backup/restore)
• Backups or exported results stored on the master appliance
System occur as part of a node backup and can be included when performing a case backup, See “Creating System Backups” in the System Administration Guide.

Cluster Backups
Cluster backups are a combination of backups that enable the administrator to restore the cluster. There are two backup combinations that can result in a successful cluster backup.
• Appliance backups for each appliance (which include a system backup)
• Case backups for all cases AND a system backup For more information in this guide, see “Backing up a Cluster” in the System Administration Guide.
Note: For more information about node backups in a distributed environment, refer to the Distributed Architecture Deployment Guide.

For more information, please refer to the Backup and Restore section of the System Administration Guide for your version of eDiscovery.