1. Purpose
Describe backup and recovery expectations for Vertex CRM deployments operated by OctaVertex Media.
2. What is backed up
Primary application database (SQLite volume or PostgreSQL, depending on deployment) and required configuration needed to restore service. Object/file uploads associated with the app are included when stored on backed-up volumes.
3. Frequency & retention
Production targets a regular backup schedule (at least daily for database volumes in standard hosted setups) with a rolling retention window. Exact RPO/RTO may be stated in the customer order form. Deleted data may remain in backups until the retention window expires.
4. Testing
Restore procedures are exercised periodically or after major infrastructure changes. Customers on dedicated deployments may request restore drill evidence under NDA.
5. Customer export
Customers should periodically export critical lists (CSV where available) as an additional safeguard. Workspace deletion and Meta deletion callbacks do not instantly purge all backup generations.
6. Related
Retention · Deletion · Incident response
Last updated: August 2026.