This article will cover a number of different aspects for backing up the Clearwell environment.
Here are the different sections this article will go over:
The following tips represent common best practices when performing back ups of both cases and appliance.
Important: Please make sure that users are aware of the backup schedule start time. Overlap of case processing runs with backups and vice versa, can cause interference and delays in both backups and processing, as files can become locked and or unavailable, and data processing slowed due to resources being allocated to the backup process.
Note: Symantec strongly recommends a high bandwidth, low latency network connection between the Clearwell appliance and the destination backup directory if a network location is chosen.
Note: Do not attempt to back up cases manually by copying the case data store folders on the appliance. Case information is stored in multiple locations.
Implement a range of different backup strategies based on end-user requirements for check-pointing and sensitivity to recover in the event of a failure. The following scenarios describe how the (intensity of use) could impact the backup routine. These examples are on opposite ends of the spectrum. The environment in question will most likely fall between these cases.
Recommendation: Schedule case backups nightly and appliance backups for every weekend.
Recommendation: Schedule case backups every day and appliance backups monthly or as needed
This section describes setting the location for collection backups and how to run a backup of data map and collections.
On Demand Collections Backups
On-demand backups are a convenient way to backup collected data should that data or the source data become unusable or unavailable. Running a Collections Backup will also backup any legal holds. It is typical to perform an on-demand collections backup after collecting new data and before the case management workflow begins.
Note: Before beginning, please verify that no one is currently accessing the collection. Also, to backup a collection, the user must have the Collections Admin role with collection management permissions.
Scheduled Collections Backups
- To schedule a collection backup
Note: Before beginning to backup a collection, the user must have the Collection Admin role with Collection Management permissions.
- To view the collection backup schedule