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BACKUP_STRATEGY.md

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Backup strategy for Paperless-ngx bare metal instance

Here is a example that demonstrates my personal backup flow that is crisis-tested ;) but maybe a little bit overengineered. My situation is this: Paperless runs as a LXC container on a Proxmox VE host and the media dir is mounted on a NAS.

  • Run the sanitizer module to check for inconsistencies
  • Create a Proxmox LXC backup of the complete machine state
  • Run the document_exporter module to have a backup of the documents and meta data
  • Stop all Paperless-ngx services
  • Create a backup of the /media directory that is sitting on a NAS
  • Upgrade the app (is done by the role)
  • Start all services (is done by the role)
  • Run the sanitizer module to check for inconsistencies