Backup: tweak steps (#36676)

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@ -30,7 +30,7 @@ Before creating a backup, check if you can reduce the size of the backup. This i
### Setting up an automatic backup process ### Setting up an automatic backup process
The automatic backup process creates a backup on a predefined schedule and also deletes old, redundant backups. It is recommended to create a backup daily. The automatic backup process creates a backup on a predefined schedule and also deletes old, redundant backups.
1. Go to {% my supervisor_backups title="**Settings** > **System** > **Backups**" %}. 1. Go to {% my supervisor_backups title="**Settings** > **System** > **Backups**" %}.
2. Under **Automatic backups**, select **Configure automatic backups**. 2. Under **Automatic backups**, select **Configure automatic backups**.
@ -38,13 +38,14 @@ The automatic backup process creates a backup on a predefined schedule and also
4. Define the backup schedule. It is recommended to back up daily. 4. Define the backup schedule. It is recommended to back up daily.
5. Define how many backups you want to keep. 5. Define how many backups you want to keep.
- Older backups will be automatically deleted. - Older backups will be automatically deleted.
- For example: if you back up daily, and select 3 backups, then the backup from 4 days ago and older will be deleted. - For example: if you back up daily, and select 7 backups, then the backup from 8 days ago and older will be deleted.
6. Define the data you want to backup. 6. Define the data you want to back up.
- It is recommended to disable media and the share folder to reduce the size of the backup. - It is recommended to disable media and the share folder to reduce the size of the backup.
- A large backup also takes longer to restore. - A large backup also takes longer to restore.
- Some add-ons may also be quite large. - Some add-ons may also be quite large.
7. [Define the location for backups](#defining-backup-locations). 7. [Define the location for backups](#defining-backup-locations).
8. Backups that are stored on Home Assistant Cloud are always encrypted. To be able to restore encrypted backups, download the emergency kit and store it somewhere safe. 8. To be able to restore encrypted backups, download the emergency kit and store it somewhere safe.
- Backups that are stored on Home Assistant Cloud are always encrypted.
- To learn more, refer to the documentation on the [backup emergency kit](/more-info/backup-emergency-kit/). - To learn more, refer to the documentation on the [backup emergency kit](/more-info/backup-emergency-kit/).
### Defining backup locations ### Defining backup locations
@ -69,7 +70,7 @@ This creates a backup instantly. You can create a manual backup at any time, irr
1. Go to {% my supervisor_backups title="**Settings** > **System** > **Backups**" %} 1. Go to {% my supervisor_backups title="**Settings** > **System** > **Backups**" %}
2. In the lower-right corner, select **Backup now** and select **Manual backup**. 2. In the lower-right corner, select **Backup now** and select **Manual backup**.
3. Define the data you want to backup. 3. Define the data you want to back up.
- It is recommended to disable media and the share folder to reduce the size of the backup. - It is recommended to disable media and the share folder to reduce the size of the backup.
- A large backup also takes longer to restore. - A large backup also takes longer to restore.
- Some add-ons may also be quite large. - Some add-ons may also be quite large.
@ -147,15 +148,15 @@ You can use a backup during the onboarding process to restore your configuration
- The login credentials of the device from which you made the backup. - The login credentials of the device from which you made the backup.
- If your backup is encrypted: the [backup emergency kit](/more-info/backup-emergency-kit/) that contains the key needed to decrypt the backup. - If your backup is encrypted: the [backup emergency kit](/more-info/backup-emergency-kit/) that contains the key needed to decrypt the backup.
- **Required storage capacity**: If you migrate the installation to a new device, make sure the new device has more storage capacity than the existing device. - **Required storage capacity**: If you migrate the installation to a new device, make sure the new device has more storage capacity than the existing device.
- Before migrating, on the old system, check how much storage you used. - Before migrating, on the old system, check how much storage you used.
- Go to **{% my system_health title="Settings > System > Repairs -> ... -> System Information" %}**, and under **Home Assistant Supervisor**, look at the **Disk used** value. - Go to **{% my system_health title="Settings > System > Repairs > ... > System Information" %}**, and under **Home Assistant Supervisor**, look at the **Disk used** value.
- The target device must have more free space than the source device. - The target device must have more free space than the source device.
- If your target device is a Home Assistant Yellow, note that it is the size of the eMMC that is relevant. - If your target device is a Home Assistant Yellow, note that it is the size of the eMMC that is relevant.
- The restore process mainly uses the eMMC, not the NVMe. - The restore process mainly uses the eMMC, not the NVMe.
- The size of the backup file is no indication of the size of your installation. To know the size of your installation, you need to check the **Disk used** value mentioned above. - The size of the backup file is no indication of the size of your installation. To know the size of your installation, you need to check the **Disk used** value mentioned above.
- If you are migrating to a new device: - If you are migrating to a new device:
- You do not need to transfer the backup to a USB or SD card to bring it to your device. - You do not need to transfer the backup to a USB or SD card to bring it to your device.
- You will be able to upload the backup file from the device you are accessing the onboarding from. - You will be able to upload the backup file from the device you are accessing the onboarding from.
##### To restore a backup during onboarding ##### To restore a backup during onboarding
@ -165,17 +166,19 @@ You can use a backup during the onboarding process to restore your configuration
- Then, select **Upload backup**. - Then, select **Upload backup**.
- The file explorer opens on the device on which you are viewing the Home Assistant User interface. - The file explorer opens on the device on which you are viewing the Home Assistant User interface.
- You can access any connected network drive from there. - You can access any connected network drive from there.
3. Select the backup file, then, in the dialog, select **Full backup** or in case of a partial backup, select what you want to restore. 3. Select the backup file, then, in the dialog, select all parts you want to restore.
- If the backup is encrypted, under **Backup password**, enter the encryption key stored in the [backup emergency kit](/more-info/backup-emergency-kit/). - Your current system will be overwritten with the parts that you choose to restore.
- To start the process, select **Restore**. - If you want to restore the complete configuration with all directories and add-ons, select everything.
4. If the backup is encrypted, under **Backup password**, enter the encryption key stored in the [backup emergency kit](/more-info/backup-emergency-kit/).
5. To start the process, select **Restore**.
- The restore may take a while, depending on the amount of data. - The restore may take a while, depending on the amount of data.
- To see if the restore is complete, reload the page from time to time. - To see if the restore is complete, reload the page from time to time.
- If your previous installation had certificates enabled directly for the [`http` integration](/integrations/http), when the restore is complete, it will no longer respond to `http://` requests. In this case, use `https://` (added `s`) instead. - If your previous installation had certificates enabled directly for the [`http` integration](/integrations/http), when the restore is complete, it will no longer respond to `http://` requests. In this case, use `https://` (added `s`) instead.
4. On the login screen, enter the credentials of the system from which you took the backup. 6. On the login screen, enter the credentials of the system from which you took the backup.
- Your dashboard should show all the elements as they were when you created the backup. - Your dashboard should show all the elements as they were when you created the backup.
- If some devices are shown as unavailable, you may need to wake the battery powered devices. - If some devices are shown as unavailable, you may need to wake the battery-powered devices.
5. If you had [network storage](/common-tasks/os/#network-storage) connected on the previous system, you may need to reconnect those. 7. If you had [network storage](/common-tasks/os/#network-storage) connected on the previous system, you may need to reconnect those.
6. If you had Zigbee devices, and you migrated to a new device with its own Zigbee radio built-in: 8. If you had Zigbee devices, and you migrated to a new device with its own Zigbee radio built-in:
- Because this is now a different Zigbee radio, you need to [migrate Zigbee](/integrations/zha/#migrating-to-a-new-zigbee-coordinator-adapter-inside-zha). - Because this is now a different Zigbee radio, you need to [migrate Zigbee](/integrations/zha/#migrating-to-a-new-zigbee-coordinator-adapter-inside-zha).
#### To restore a backup on your current system #### To restore a backup on your current system