Backing up telephone system and configuration data

Before installing the new version of software on the designated new server, you must back up telephone system and configuration data on the old Enterprise Server. If you are installing on top of an existing Enterprise Server, store the backup files in a location outside of the Enterprise Server in order to maintain essential data in the case of a hardware failure or catastrophic event.

The Enterprise Server configuration backup includes configuration items such as employees, agents, agent groups, queues, and security roles.

Note:

You must be licensed as a System Administrator to back up telephone system and configuration data.

To back up telephone system and configuration data

  1. In Contact Center Client, click Tools > Management.
  2. In Management Console, click Configuration > Back up/Restore configuration data.
  3. Select Back up and click Next.
  4. Next to Save, click the drop-down button and select Save as.
  5. Select a location to save the file and click Save.
  6. Close the View Downloads window and, in the Backup and Restore Wizard, click Finish.

    A .zip file is created that contains an XML file with the entire configuration. The file size will vary depending on the amount of data that needs to be backed up, but will typically be between 1 and 20 MB. This .zip file name contains the date on which the file was created. For example, a backup file created on June 24, 2015 will contain ‘20150624’.