UpdraftPlus is one of the most popular plugins for WordPress and is an excellent tool to help you backup, restore, or even migrate your website. There are plenty of features including backup scheduling and multiple storage options to choose from, and the plugin can be expanded through add-ons.

Of course a tool is only useful if you know how to use it. This article will guide you through creating backups, restoring, and migrating your WordPress website using UpdraftPlus.

The Dashboard

dashboard

All of the adjustments for UpdraftPlus are done in its customized dashboard. To access the dashboard go to Settings > UpDraftPlus Backups. You can also access this menu from the drop-down from the admin menu bar at the top of your screen.

Setup

setup

Before making backups I recommend going through the settings and choose the backup schedule, where the backups will be stored, and the files that will be included in the backup. In the UpdraftPlus dashboard select the Settings tab and make your choices. You must save the settings before they can take effect. Let’s take a closer look at the settings.

Files Backup Schedule and Database Backup Schedule

files-backup-schedule-and-database-backup-schedule

Choose how often to create backups of files and databases and the number of backups to store. The backup schedule can be manual, every 4 hours, 8 hours, 12 hours, daily, weekly, fortnightly, or monthly.

Remote Storage

remote-storage

UpdraftPlus can save your backups to your server, an offline account, or even email them to you. Unless you just want to store them on your server you’ll need to set up your offline storage locations before performing backups.

UpdraftPlus recommends storing your files on a remote storage. Here you can select the service you wish to store your backups with. Your choices include:

  • UpdraftPlus Vault
  • Dropbox
  • Amazon S3
  • Rackspace Cloud Files
  • Google Drive
  • Microsoft OneDrive
  • FTP
  • Microsoft Azure
  • SFTP/SCP
  • Google Cloud
  • WebDAV
  • S3-Compatible
  • OpenStack
  • DreamObjects
  • Email

Many of these choices are external premium services. Once you select a service you’ll have to connect to it using the information provided by the service. This includes any access keys, user names, etc. Some options will require an UpdraftPlus add-on.

Some of these choices allow you to download or upload in chunks. This is helpful so you don’t have server time-out issues. I only recommend email storage for small files. Email servers often have attachment size limits so you might never receive your files.

If you don’t select a remote storage location then your files will be stored on your server. One problem with this is if something happens to your website you might not be able to access the files because they’re on the same server. Another problem is they can take a lot of space and slow your server down.

If you prefer not to use a remote storage service then I recommend downloading the files to store offline and then deleting the files on your server. Out of the box you’ll only get to choose one storage location. If you want to send your files to more than one location you’ll need a premium add-on.

For the examples in this tutorial I’ve selected Dropbox.

Include Files in Backup

include-files-in-backup

These settings let you choose the types of files to include in the backup. Choices include plugins, themes, uploads, and other directories within the wp-content folder. You can also tell which individual files to exclude.

Database Encryption Phrase

database-encryption-phrase

To improve security you can decrypt an encrypted database. Enter a decryption key and then drop the zipped database file into the decryption box.

Email

email

The email selection box allows UpdraftPlus to send you a basic report in your email.

Expert Settings

expert-settings

Selecting this will show the expert settings. Settings include:

  • Debug mode
  • Split archives
  • Delete local backup
  • Backup directory
  • Use the server’s SSL certificates
  • Do not verify SSL certificates
  • Disable SSL entirely where possible

Creating Backups

creating-backups

Create manual backups in the Current Status tab. Your options here are Backup Now, Restore, and Clone/Migrate. Clicking Backup Now will start the backup process. Clicking Restore or Clone/Migrate will take you to their respective tabs.

Backup to Server

backup-to-server

Clicking the Backup Now button opens a modal popup with several choices. Here you can choose to include the database and files, and decide if the backup is sent to remote storage.

backup-to-server-2

Click Backup Now to start the backup process. Unless you’ve set up a remote location the backup will be stored on your server. Depending on the size of your website this can take a while to complete. Once the backup is complete you can download the files and store them offline.

Backup to Dropbox

backup-to-dropbox

If you’ve connected a remote storage such as Dropbox then remote storage will automatically be selected.

backup-to-dropbox-2

After connecting my Dropbox account the next backup I performed appeared in a folder within my Dropbox account that it automatically made for UpdraftPlus.

Downloading, Uploading, and Restoring Backups

downloading-uploading-and-restoring-backups

You can see your available backups in the Existing Backups tab. From this tab you can restore, delete, and upload files. If the backups you’re looking for are not here you can rescan your local folder or remote storage for backups.

Downloading Backup Data

downloading-backup-data

You can download the files from your list of existing backups. Simply click on the file you want to download and then choose to download the file from the box that appears above the list of files. The download starts automatically.

This is a great way to store your files on your own computer or save them in another location such as a USB drive. Large files will be broken into smaller files. Once the files are downloaded you have the option to delete them from your server if you prefer.

Restore

restore

Click Restore for the backup you wish to restore. If you’re not sure which you want you can select View Log to get more information about the files.

Selecting the Restore button opens a modal popup where you can choose which files to restore. Using these options you can restore just your images or plugins without making changes to your database. The options and files work the same regardless of whether they are stored on your server or an offline service.

restore-2

Make your selections and click Restore. It will now process the information and give you one more chance to cancel before restoring. These files will overwrite the files on your website. If you’re sure then click Restore again.

restore-3

It’s important to wait for the restore to complete before closing your browser.

restore-4

Once the backup is fully restored you’ll get a message that shows the restore was a success.

Upload

upload

You can also upload files to restore from. FTP and several other choices will let you upload in chunks. Once the files have uploaded they will appear in the list of existing backups. You can then select and restore from them.

Migrating

There are multiple methods to performing the migration. If one method doesn’t work for you then try one of the others. All of the methods are just different ways of getting the files to the new site. You can import them, upload them through the built-in uploader, connect to an offline storage service, or upload via FTP.

Premium Plugin

premium-plugin

Migrating to a new location requires the premium migrator add-on. This will cost between $30-49 per year depending on the features you want. This is a replacement plugin that requires you to deactivate and delete the WordPress.org version.

Be sure to follow the installation instructions closely as the migration add-on will not appear automatically. Once you’ve authenticated your account UpdraftPlus will alert you that the authentication was successful. If there is an update available a message will appear across the top of the screen.

Note – deleting the plugin will not delete your backups.

The Migration Process

Once you’ve activated your premium account go back to the Current Status tab and click Clone/Migrate.

the-migration-process

Migrating and restoring are virtually the same thing with the exception of where the files are restored to. You can’t just take files from one site and upload them to another because the files are made for a specific site. The migrator add-on modifies those files to work on the new site.

Migrating will create a clone of the original site. Any content on the site you’re migrating to will be lost. You must have the premium edition of UpdraftPlus installed and activated on both sites.

The Test Sites

For this example I’m doing an imported migration. Here’s a look at the sites that I’m using for this walkthrough.

The Receiving Site

the-receiving-site

The site that I’m migrating into is a fresh installation of WordPress. It has no posts or pages beyond the samples that WordPress creates on install. The only thing I’ve added is UpdraftPlus with the migration add-on.

The Migrating Site

the-migrating-site

The site that I want to migrate from uses the Small Business Layout Pack from Divi 100. I created each page, created the menu, and set the home page as the static front page.

Importing from the Original Site

The goal is to get the files to the site you want to migrate to.

Step 1

step-1

In the site you want to send the files to, go to Current Status and click Migrate/Clone.

step-1-2

Next you need to create a key. Enter a name for the key in the field labeled Enter your chosen name. Next choose the encryption size you want for the key from the drop-down box. The larger the size the better the encryption, but it will also take longer to migrate. Once you’re ready click Create key. The key will appear in the field labeled Your new key. Copy this key to paste into the sending site.

Step 2

step-2

In the site you want to migrate from or to create a clone of, go to Current Status and click Migrate/Clone. Paste the key into the first field and click Add site.

step-2-2

The site the key is from will appear in a drop-down box labeled Send to site. Select it and click Send.

step-2-3

It will then test the connection. If the connection is good you’ll get a screen with boxes where you can select what items to migrate. You can migrate:

  • Database
  • Plugins
  • Themes
  • Uploads
  • Any other directories within the wp-content folder

Once you’ve made your selections click Send.

step-2-4

UpdraftPlus will start the migration process.

step-2-5

Once the files are sent to the other site you’ll get a message that remote send has completed and to log into the remote site to restore the backup set.

step-2-6

The receiving site will now show the files as an existing backup.

Step 3

Click Restore to install the migrated files onto the new location.

step-3

Before performing the restore you’ll get the chance to choose which files you want to install. Select all of the files you want to install and click Restore. After the restore is complete all of the files on this site will have been replaced by the files in this restore set.

To migrate the database you’ll also need to select the box that says Search and replace site location in the database. This will move all of the references to the site location to this site. This is a crucial step. If you don’t select this then all of the URL’s will point to the original site. This is the same code as the searchandreplaceb2.php script.

step-3-2

You’ll see one final warning that all of your files are about to be replaced. If you’re ready then click Restore.

step-3-3

UpdraftPlus will now start the restoration. Leave the browser open to this page.

step-3-4

UpdraftPlus will display the progress as it performs the migration. It’s important to wait for the restoration to complete. The time it takes will vary depending on the size of the files but it can take a while. The site will be placed in maintenance mode until the migration is complete. It will tell you when it’s finished. If you have any issues you might have to restore each set individually. Once the migration is complete you will have to login again.

Note – the login credentials will be from the site you migrated from.

The Result

result

All of the content imported (pages, menus, even the home page was set as the front page), but it was obvious that I needed to activate Divi (which also imported). Once Divi was activated the site migration was complete and the site needed no other adjustments.

result-2

Other Methods

If the files fail to migrate to the new site (caused by server time-out issues, etc.) you will need to use one of the other methods to get the files to your website. All of these processes work practically the same. Your options include:

Download and Upload the Files Manually

One option is to download and upload the files by hand.

Download

download-and-upload-the-files-manually-download

In the site you want to migrate from, create backups and then click on each backup set (Database, Plugins, Themes, Uploads, and Others). Click Download to your computer for each file.

Upload

download-and-upload-the-files-manually-upload

In the site you want to migrate to go to Existing Backups and select Upload backup files. Drag and drop the files just like any media. Once the upload is complete you can restore from the uploaded files just like performing the migration. Be sure to select search and replace site location just like before.

Connect to Offline Storage

connect-to-offline-storage

Connect your site to offline storage and your files will appear as an existing backup. If they don’t appear then select Rescan remote storage. You can migrate the site by selecting Restore as normal. The only difference is where the files are physically located. You can also download the files from these links.

Upload Files Via FTP

upload-files-via-ftp

To set up FTP you’ll need an FTP server with a remote path. Alternately you can use an FTP client such as FileZilla or the one provided by your host and send the files to wp-content  > Updraft. Once you’ve uploaded your files you might need to rescan the local server. Your files will now appear and you can restore (or migrate) as normal. The regular edition of Updraft only supports non-encrypted FTP. For increased security you’ll need an add-on.

Help

The UpdraftPlus dashboard includes links for support and FAQ. The support page (which runs on Divi btw) includes FAQ, forums (the WordPress support forum for the free version and a paid support forum for the premium version), and a YouTube channel with video tutorials.

Add-ons

Add-ons include the offline storage services and several other upgrades. Additional add-ons include:

  • Automatic backups
  • Network/multisite (UpdraftPlus is multisite compatible, however it will only import to another multisite without this add-on)
  • Backup time and scheduling
  • More files
  • Multiple storage destinations
  • No ads
  • Support
  • Reporting
  • Importer
  • More database options
  • Lock settings

Final Thoughts

UpdraftPlus is a great tool to backup, restore, or migrate your website. Performing these tasks can be crucial for keeping your website running. With a few simple steps you can maintain a recent backup in case your site needs to be restored or moved to another location.

Do you have any UpdraftPlus tips to share?

Featured Image via Julia Tim / Shutterstock.com

The post The Ultimate Guide to UpdraftPlus: How to Backup, Restore, or Migrate Your WordPress Website appeared first on Elegant Themes Blog.

Powered by WPeMatico

Canadian Web Hosting [Ad]

Canadian Web Hosting [Ad]