4.7.5. Procedure – Creating data backups

To configure data backups, assign a backup policy to the connection.

Note

When exporting the configuration of PSM, or creating configuration backups, always use encryption. Handle the exported data with care, as it contains sensitive information, including credentials. For details on encrypting the configuration, see Procedure 4.7.6, Encrypting configuration backups with GPG.

Prerequisites: 

Steps: 

  1. Navigate to [Your chosen protocol] Control > Connections.

  2. Select the connection you want to back up.

  3. Select a backup policy in the Backup policy field.

  4. Click .

  5. Optional: To start the backup process immediately, click Backup or Backup ALL. The Backup and Backup ALL functionalities work only after a backup policy has been selected and committed.