Backup

OrbySystems backs up your projects and workbooks to a folder you choose — local and under your control. A backup is one file of every project you made, kept wherever you keep important things. You choose backups when you set up OrbySystems, and change them in Settings → Backup.

Your OrbySystems password

At setup you choose whether OrbySystems has a password of its own. With one, the copies OrbySystems keeps of your statements, your saved API keys and your backups are encrypted with it, and OrbySystems asks for it the first time it needs it after starting: to open a statement, use an API key or make a backup. Settings → Privacy sets, changes or removes it, and Lock now locks OrbySystems again until the password is next needed.

• If your disk is encrypted (FileVault on a Mac, BitLocker on Windows), it already protects your data if the computer is lost or stolen. A password also keeps it from anyone else who uses the same login.
• If it isn't, OrbySystems strongly recommends a password, and asks you to confirm before going on without one.

Setting up backups

• When: every week, automatically while OrbySystems is open, or only when you click Back up now.
• Where: somewhere that survives losing this computer. OrbySystems offers the iCloud Drive, Google Drive, Dropbox, OneDrive or Box folders it finds, each with a folder of its own for backups, and says when a folder you pick is on this computer only. An external disk works too.
• The password: with an OrbySystems password, backups are always encrypted, with the same password or one of their own; changing that in Settings asks for your OrbySystems password. Without one, you can still give backups a password. A backup without a password is allowed in iCloud Drive on a Mac; anywhere else, OrbySystems can't tell whether the folder is encrypted and asks you to confirm. A backup without a password holds your projects and transactions, but not the copies of your statements or your saved PII Redactor configs.
• Save a backup's password in a password manager that syncs to another device, or write it down. OrbySystems keeps it for weekly backups, but if this computer is lost, nobody can open the backups without it — not you, not us.

A backup with a password includes the copies OrbySystems keeps of your statements. If it can't include one, it says so: that statement's transactions are in the backup, but after losing this computer it opens only from its original file.

Which backups are kept

• Weekly backups: OrbySystems keeps the newest of each of the last 6 weeks, 12 months and 7 years, and deletes the rest.
• Backups you make yourself are never deleted by OrbySystems. Settings → Backup lists the backups in the folder, and deletes one when you ask.

A forgotten password

Nobody can reset your OrbySystems password. If you forget it, a backup made with a password of its own gets you back in: choose Forgot your password?, pick the backup, enter its password, and choose a new one. If your backups use the same password you forgot, they can't help.

Without such a backup, Start over deletes what the password protected — your statement copies, saved API keys, saved PII Redactor configs and the backup password — and keeps your projects and their transactions.

Checking and restoring

• Check reads a backup and confirms every file in it is intact, without restoring it — a way to know a backup is good long before you need it.
• Restore brings back every project and workbook in a backup as new projects beside your existing ones. It never overwrites. A restored workbook uses the restored copies of its projects. Backups made by earlier versions restore too.

A backup from the backup folder opens with the password OrbySystems keeps; an older one made with another password asks for it.