Back up and restore

This page covers the server's database and keys. It does not cover files that apps keep in their own data directories.

Prerequisites

SSH access with sudo on the server.

What you get by default

The installer turns on a nightly backup between 03:00 and 04:00 server time and keeps the newest 7 in /opt/automaton-server/backups/nightly. Each holds a PostgreSQL dump and the keys that decrypt it. Admin → Installation → Backups in Studio lists them with the restore command.

Take or list a backup

sudo bash /opt/automaton-server/backup.sh            # back up now
sudo bash /opt/automaton-server/backup.sh --list     # list backups
sudo systemctl list-timers automaton-backup.timer    # next scheduled run

These backups live on the same server. Also turn on your hosting provider's backups and copy /opt/automaton-server/backups/nightly and /etc/automaton to encrypted storage elsewhere.

Restore

Restoring replaces the whole database and keys. Everything written after that backup is lost.

sudo bash /opt/automaton-server/restore.sh automaton-20261101T031500Z

It verifies checksums, asks you to type the server's domain (for automation, --confirm example.com), saves the current state as a new backup, stops the services, restores, starts and checks Studio. A backup from an older server version restores onto a newer one; the reverse is not supported.

To move to a new server, install the same release there, copy a backup folder into /opt/automaton-server/backups/nightly/, restore it, and copy /etc/automaton if existing sessions and Runners must keep working.

Verify it worked

curl -fsS https://api.example.com/health
automaton installation-status

Expected: ok, and your users and apps are counted. Restoring onto a clean second server is not yet proven; see Current limitations.

Common errors

• Studio shows a Backups error. The last backup failed or is over 36 hours old. Check sudo journalctl -u automaton-backup.service.
• Restore refuses. Pick a name from --list; it must match a folder in backups/nightly.

Details: operator reference.