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vantage-docs/docs/operations/backups.md
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mrhid6 f564dd0479 docs: Reconcile backups and backup-and-restore pages
backups.md kept its store-level table and danger note but now points to
vantagectl as the supported path, with mongodump/mongorestore demoted to
an explicit fallback and a warning that a plain dump records no key
fingerprint. backup-and-restore.md links back for the store-level
overview.
2026-09-07 14:32:31 +00:00

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backups Backups Backups

Two things matter: MongoDB and KEY_ENCRYPTION_KEY. A backup missing either one restores to something unusable.

What holds what

Store Contents Back up
MongoDB Everything durable: servers, keys, assignments, workflows, runs and their logs, monitors, incidents, secrets, settings, audit Yes
Redis Sessions only No. Losing it signs everyone out and nothing else
KEY_ENCRYPTION_KEY Not stored anywhere by the app Yes, separately

:::danger The database alone is not a backup Private keys, vault secrets, OIDC client secrets and console credentials are encrypted with KEY_ENCRYPTION_KEY, which lives in your environment file and nowhere in the database. Restore the database without it and every one of those values is permanently unreadable.

Store the key somewhere other than the server it protects. :::

:::info Use vantagectl Backup and restore is the supported way to take and restore a backup. It writes an archive that carries a fingerprint of KEY_ENCRYPTION_KEY — never the key — so a restore taken with the wrong key refuses rather than silently producing a database whose secrets nobody can read. It also checksums every archive member before writing anything, and refuses to restore into a database that already holds data. A plain mongodump does none of that: it records nothing about which key the data was encrypted under, so a restore from one succeeds even when the key is wrong and the failure only shows up later, as unreadable secrets.

The rest of this page, past the table above, describes the mongodump / mongorestore fallback for an operator who does not have vantagectl available. Prefer the linked page. :::

Backing up MongoDB (fallback, without vantagectl)

With the bundled Mongo container:

docker compose exec -T mongo mongodump --archive --gzip --db vantage \
  > /backups/vantage-$(date +%F).archive.gz

:::warning This archive records nothing about which KEY_ENCRYPTION_KEY it was taken under. Restoring it with the wrong key produces a database that looks intact and is not — every secret in it is silently unreadable until something tries to decrypt one. :::

Restoring:

docker compose exec -T mongo mongorestore --archive --gzip --drop \
  < /backups/vantage-2026-07-28.archive.gz

--drop replaces existing collections. Stop the server container first, so nothing writes during the restore.

Backing up the environment file

cp /opt/vantage/.env /secure-location/vantage.env

Treat it as a credential in its own right, since it holds the encryption key.

What a restore gives you

Everything: server, keys, assignments, workflows and their history, monitors and incidents, secrets, settings and the audit log.

What it does not do is reconcile the world. After a restore:

  • Agents reconnect with their existing tokens, since the token hashes are in the database.
  • If the restore is older than an enrolment, that server's token hash is missing and the agent will fail to authenticate. Re-enrol it.
  • The next agent poll rewrites authorized_keys to match the restored desired state, which may remove keys added since the backup.

A workable schedule

What When
Backup Nightly, retained per your policy
Environment file On change, held in a password manager or secret store
Restore rehearsal Occasionally, into a throwaway host

Rehearse a restore now and again. It is the step most often skipped, and the one that finds the problems. See Backup and restore for the drill, and for verify, which checks a backup is real without a restore.

Cloud instances

We back these up. You do not need to.