Performing backup and restore procedures when the policy source is not a Forcepoint appliance

If the deployment uses a non-appliance policy source (a software installation of Policy Broker and Policy Server), complete the following steps to do a full system backup:
  1. Before you begin, make sure that all appliance and off-box components are running normally. Restart services, if needed.
  2. Use the Backup Utility to back up the policy source (Policy Broker) machine. See Running the Backup Utility on Windows or Linux.

    The utility can be used to schedule regular backups to coincide with appliance backups, or to initiate the backup process manually.

  3. 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 initiate the backup process. See Running the appliance backup utility.

  4. Use the Backup Utility to back up any other off-appliance components (not running on the policy source machine).

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, including those on the policy source (Policy Broker) machine.
  2. Use the Backup Utility to restore the configuration on the policy source (Policy Broker) machine. See Restoring your web protection configuration.

    If necessary, restart the Forcepoint services or daemons on the machine.

  3. 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.
  4. Use the Backup Utility to restore the configuration of all other off-appliance components. If necessary, restart the web protection services or daemons manually.
  5. Log on to the CLI for each appliance to verify that all services are running correctly.
  6. Log on to the Web Security module of Forcepoint Security Manager and confirm that there are no alert messages indicating stopped services.