Performing backup and restore procedures when the policy source is a Forcepoint appliance

If the deployment includes an appliance configured as a Full policy source, complete the following steps to do a full system backup:
  1. Before you begin, make sure that all components on and off the policy source appliance are working as expected. Restart services, if needed.
  2. Back up each Forcepoint appliance in the following order:
    1. Full policy source
    2. User directory and filtering
    3. Filtering only

    Use the appliance CLI to run an immediate backup or schedule backups at regular intervals. See Running the appliance backup utility.

  3. Use the Backup Utility to back up all off-appliance (software only) components. You can either run an immediate backup, or schedule backups to coincide with appliance scheduled backups. See Running the Backup Utility on Windows or Linux.

After completing this process, you have a time-compatible set of backups on all machines hosting Forcepoint Web, Data, and Email protection components in the network.

To restore a previous configuration:
  1. Stop all off-appliance (software only) components.
  2. Restore the appliances the following order:
    1. Full policy source
    2. User directory and filtering
    3. Filtering only
      See Restoring your appliance configuration.
      Important: Make sure you select time-compatible backup files for the restore process.
  3. Use the Backup Utility to restore your web protection configuration on each non-appliance machine. See Restoring your web protection configuration. The off-box web protection services or daemons may need to be restarted manually.
  4. Log on to the CLI for each appliance to verify that all services are running correctly.
  5. Log on to the Web Security module of the Forcepoint Security Manager and confirm that there are no alert messages indicating stopped services.