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Backup & Restore

This guide covers backup strategies, restore procedures, and disaster recovery for OpenTranscribe deployments.

What to Back Up

OpenTranscribe stores data across several services. Understanding each component helps you prioritize your backup strategy.

ComponentDocker Volume / LocationContentsPriority
PostgreSQLpostgres_dataUsers, transcripts, segments, speakers, settingsCritical
MinIOminio_dataUploaded media files (audio/video)Critical
OpenSearchopensearch_dataFull-text and vector search indicesMedium (rebuildable)
Redisredis_dataTask queue state, cacheLow (ephemeral)
Model Cache${MODEL_CACHE_DIR:-./models}/AI model weights (~2.5GB)Low (re-downloadable)
Configuration.env, docker-compose.*.ymlEnvironment and deployment configCritical
Priority Guide

Critical components contain irreplaceable data. Medium components can be rebuilt from critical data (e.g., reindexing). Low components are automatically regenerated or re-downloaded.

Database Backup

The built-in backup command creates a timestamped SQL dump:

./opentr.sh backup

This creates a file at ./backups/opentranscribe_backup_YYYYMMDD_HHMMSS.sql.

Encrypted Backup

warning

Plain backups contain every user's transcripts in plaintext SQL. Encrypt any backup that leaves the host (offsite copies, cloud storage, USB drives).

./opentr.sh backup --encrypt

This pipes pg_dump directly into GPG symmetric encryption (AES-256) — the plaintext dump never touches disk — and prompts for a passphrase. The result is ./backups/opentranscribe_backup_YYYYMMDD_HHMMSS.sql.gpg.

Restore detects .gpg files automatically:

./opentr.sh restore backups/opentranscribe_backup_YYYYMMDD_HHMMSS.sql.gpg

Store the passphrase in a password manager — an encrypted backup without its passphrase is unrecoverable. (--encrypt requires gpg; install with apt install gnupg / brew install gnupg.)

Manual pg_dump

For more control over the backup process:

# Full database dump
docker compose exec -T postgres pg_dump -U postgres opentranscribe > backup.sql

# Compressed backup (recommended for large databases)
docker compose exec -T postgres pg_dump -U postgres opentranscribe | gzip > backup.sql.gz

# Custom format (supports parallel restore)
docker compose exec -T postgres pg_dump -U postgres -Fc opentranscribe > backup.dump

OpenTranscribe ships a built-in scheduled-backup system that runs on the stack's existing celery-beat service — no host cron, no systemd timer, and no shell scripting. Everything is configured in the admin UI under Settings → System Management → Backups and stored in the database, so schedule changes take effect with no restart.

Start the stack with the backup overlay so a destination is mounted:

# Mounts BACKUP_HOST_PATH (default ./backups) to /backups in the backend + worker
./opentr.sh start dev --with-backup

Then, in the admin UI:

  • Enable scheduled backups and set a cron schedule (default 0 3 * * * — 03:00 daily, UTC).
  • Choose a destination:
    • Local folder — the mounted /backups path (set via BACKUP_HOST_PATH).
    • S3-compatible bucket — any AWS S3 / MinIO / Backblaze-style endpoint. Provide endpoint URL, region, bucket, prefix, and access/secret keys. The secret is encrypted at rest (AES-256-GCM) and never returned by the API; a Test Connection button validates it. This lets backups land off the host machine entirely.
  • Set GFS retention (grandfather-father-son: daily / weekly / monthly counts; default 7 / 4 / 12).
  • Optionally enable gpg encryption (provide a passphrase file path).
  • Use Run Now to take an immediate backup and see the last result.

Under the hood: a lightweight backup.check_schedule beat task fires every few minutes, evaluates the DB-stored cron against the last run, and dispatches backup.run, which executes pg_dump --format=custom directly from the worker (the backend image ships postgresql-client), optionally gpg-encrypts, uploads to the chosen destination, and prunes old backups by the GFS policy. If the destination isn't mounted/reachable the task records a clear status and never crashes.

Off-host backups

For real disaster resilience, point the destination at an S3-compatible bucket on a different machine or provider — a host failure then can't take your backups with it. The bucket can be your own MinIO on another box.

Restore an in-app backup the same way as any custom-format dump — see Restore Procedures below (pg_restore).

OpenSearch snapshots (optional)

The in-app scheduler can also take an OpenSearch snapshot alongside each pg_dump. Enable it in the admin UI under Settings → Backups → "Include OpenSearch snapshot". Because every search index is rebuildable from PostgreSQL, this is a convenience (skip the reindex on restore), not a necessity — leave it off and nothing is lost.

How it works:

  • The snapshot runs only after a successful database dump and its outcome is independent of the dump — a snapshot failure never fails the backup. The result panel shows a separate "OpenSearch snapshot" status (ok / skipped / unsupported / error).
  • Snapshots use a filesystem (fs) repository named opentranscribe_backup. OpenSearch only permits fs repositories whose location is in its path.repo allow-list, so the path must be configured on the OpenSearch container. The --with-backup overlay does this automatically: it sets path.repo on the OpenSearch service and bind-mounts BACKUP_HOST_PATH/opensearch-snapshots into it, so snapshots land beside the .dump files.
  • Snapshot names share the opentranscribe-YYYYMMDD-HHMMSS stem of the dumps and are pruned by the same GFS retention policy.

Requirement: start the stack with the backup overlay so path.repo is allow-listed:

./opentr.sh start dev --with-backup

If you enable "Include OpenSearch" without the overlay, the feature degrades gracefully: the database dump still succeeds and the OpenSearch status is recorded as unsupported with a message that path.repo is not configured.

Restoring an OpenSearch snapshot (only needed if you want to skip a reindex):

# List snapshots in the repository
curl -s "http://localhost:5180/_snapshot/opentranscribe_backup/_all" | python3 -m json.tool

# Close affected indices, then restore a specific snapshot
curl -X POST "http://localhost:5180/_snapshot/opentranscribe_backup/opentranscribe-20260607-030000/_restore?wait_for_completion=true"
S3 destination + snapshots

The shipped OpenSearch image does not include the repository-s3 plugin, so OpenSearch snapshots always use the local fs repository — even when the database dump destination is an S3 bucket. (The .dump files still go to S3; only the OpenSearch snapshots stay on the fs repo path.) Adding the repository-s3 plugin to register an s3 snapshot repository is a possible future enhancement.

MinIO media mirroring

The uploaded media files (MinIO objects) are covered by the in-app Media Mirror — a separate scheduled, incremental, never-deleting copy of the media bucket with its own destination.

Media Mirror (in-app, incremental)

The database dump protects your metadata; the Media Mirror protects the irreplaceable media originals — the audio/video files in MinIO that cannot be rebuilt from anything else. It incrementally copies the media bucket to a second location on its own schedule, using the same celery-beat infrastructure as the database backup. Default OFF — enable it in the admin UI under Settings → System Management → Backups → Media Mirror.

What it copies:

  • Included: uploaded originals (user_*/file_*/…), thumbnails, and speaker avatars — everything irreplaceable in the media bucket.
  • Excluded: regenerable data — preprocessed temp audio (temp/…) and, defensively, the derived/ / bulk/ cache prefixes. (Subtitle-embedded videos and export zips live in the separate processed-videos cache bucket, which is never mirrored — it rebuilds on demand.)

How it works:

  • Incremental: objects are compared by size plus ETag (ETags participate only when both sides carry a comparable single-part checksum); up-to-date objects are skipped, so the steady-state nightly delta for write-once media is tiny. The first run copies everything and can take hours for a large library — a Redis lock guarantees runs never overlap, and per-object failures never abort a run (failed objects are retried on the next pass).
  • The mirror NEVER deletes. Files removed from the source bucket — by a fat-fingered bulk delete, a bad migration, or ransomware — remain in the mirror until you remove them yourself. This is an explicit, tested invariant: the destination interface has no delete operation at all. The trade-off is that the mirror grows monotonically; prune it manually if you need the space back.
  • Separate destination from the database dumps (a media mirror is large and often lives on different storage):
    • Local folder — start the stack with the backup overlay (./opentr.sh start dev --with-backup), which mounts BACKUP_MIRROR_HOST_PATH (default ./media-mirror) to /media-mirror in the backend + download-worker containers. Point it at a NAS mount, external drive, or any second disk.
    • S3-compatible bucket — any AWS S3 / MinIO / Backblaze-style endpoint on another machine or provider for a true off-host copy. The secret key is encrypted at rest (AES-256-GCM, write-only, never returned by the API) with a Test Connection button — the same pattern as the dump destination.
  • Schedule is a DB-stored cron (default 30 3 * * * — 03:30 daily, offset from the 03:00 database dump); a configurable throttle (ms of sleep per object) caps I/O pressure on shared disks. The run executes on the download worker (bulk network I/O), never the GPU worker.
  • Observability (same pattern as the failure alerting below): a failed run sends a media_mirror_status WebSocket notification to every admin (clean successes are silent); Prometheus exposes media_mirror_last_success_timestamp_seconds, media_mirror_last_status, media_mirror_runs_total{result}, and per-outcome object counts (media_mirror_last_run_objects{outcome="copied"|"skipped"|"failed"|"excluded"}). The panel shows the last result (objects copied/skipped/failed, bytes, errors) and a Run Now button.

Restoring from the mirror. The mirror preserves the bucket's key layout (user_<id>/file_<id>/…), so restoring is a straight copy back:

# Folder mirror → restore into a (new) MinIO with mc
mc alias set restored http://localhost:5178 $MINIO_ROOT_USER $MINIO_ROOT_PASSWORD
mc cp --recursive /path/to/media-mirror/ restored/opentranscribe/

# S3 mirror → bucket-to-bucket copy
mc alias set mirror https://mirror-endpoint MIRROR_KEY MIRROR_SECRET
mc cp --recursive mirror/my-mirror-bucket/opentranscribe-media/ restored/opentranscribe/

Restore the database dump from the same point in time first, then the media; the MediaFile rows reference objects by these same keys. If the database is not recoverable, python -m app.scripts.reingest_minio can re-register restored objects from storage alone (see the storage-recovery runbook).

Bucket versioning (optional, deployment-level)

The never-delete mirror already protects against source-side deletion. S3/MinIO bucket versioning on the source or mirror bucket is an optional extra — it turns overwrites/deletes into recoverable versions at near-zero steady-state cost for write-once media — but it is a deployment-level choice (enable it with mc version enable <alias>/<bucket>), not required by the mirror and not managed by OpenTranscribe.

Recovery keys travel with the backup

A pg_dump contains AES-256-GCM ciphertext — user API keys, watch-source credentials, email passwords, MFA secrets — whose master key (ENCRYPTION_KEY) lives only in .env. Restore a dump onto a host with a different key and every encrypted column is permanently undecryptable (see the backup-completeness audit). Each successful scheduled run therefore writes a recovery companion into the destination, beside the dumps:

  • Backup encryption ONopentranscribe-recovery.env.gpg: the essential env keys (ENCRYPTION_KEY, JWT_SECRET_KEY, and MINIO_KMS_SECRET_KEY when set), gpg-symmetric-encrypted with the same passphrase as the dumps. Your gpg passphrase (kept in a password manager, never on the backup media) then unlocks both the dump and its keys — the destination alone is sufficient for a full restore. To recover the keys: gpg -d opentranscribe-recovery.env.gpg.
  • Backup encryption OFF — plaintext keys are deliberately not written next to a plaintext dump. Instead a RECOVERY-README.txt names the keys you must preserve separately, with SHA-256 fingerprints (no values) so a restore drill can verify the keys you saved match the ones that wrote the data. A one-time admin notification also warns that the dumps alone are not restorable.

There is exactly one companion per destination, refreshed on every successful run — the keys must match the current database ciphertext, so an always-current copy is the correct semantic. The last-run panel in the admin UI shows a "Recovery keys" status (included / not included / error); a companion failure never fails the backup itself.

Failure alerting (metrics + notifications)

A silently failing backup is worse than none. Every recorded run is surfaced proactively:

  • Admin notifications — a failed run (pg_dump error, unmounted destination, unreachable bucket) sends a backup_status WebSocket notification to every admin with the persisted error message. A run that succeeds with warnings (retention pruning failed, OpenSearch snapshot failed, recovery companion failed) sends a warning notification — the dump itself is still recorded as successful.

  • Prometheus metrics (scraped from the backend's /metrics; see Monitoring):

    • backup_last_success_timestamp_seconds — Unix time of the last successful run (0 = never). Alert on staleness: time() - backup_last_success_timestamp_seconds > 2 * 86400.
    • backup_last_status — 1 = last run succeeded, 0 = failed.
    • backup_runs_total{result="success"|"failure"} — cumulative run counter.

    The backup executes in a Celery worker, so these are persisted to the database by the run task and projected onto the API's collectors at scrape time — they survive backend restarts.

  • Admin UI — the Backups panel shows the full last result, including the error message, prune warnings, OpenSearch snapshot status, and the recovery companion status.

Automated Backup with Cron (alternative)

If you prefer OS-level scheduling instead of the in-app scheduler, set up automatic daily backups with cron:

# Edit crontab
crontab -e

# Add daily backup at 2:00 AM
0 2 * * * cd /opt/opentranscribe && ./opentr.sh backup

# With log rotation (keep last 30 days)
0 2 * * * cd /opt/opentranscribe && ./opentr.sh backup && find ./backups -name "*.sql" -mtime +30 -delete

Automated Backup with systemd Timer

For systems using systemd:

# /etc/systemd/system/opentranscribe-backup.service
[Unit]
Description=OpenTranscribe Database Backup

[Service]
Type=oneshot
WorkingDirectory=/opt/opentranscribe
ExecStart=/opt/opentranscribe/opentr.sh backup
ExecStartPost=/usr/bin/find /opt/opentranscribe/backups -name "*.sql" -mtime +30 -delete
# /etc/systemd/system/opentranscribe-backup.timer
[Unit]
Description=Daily OpenTranscribe Backup

[Timer]
OnCalendar=*-*-* 02:00:00
Persistent=true

[Install]
WantedBy=timers.target
# Enable the timer
sudo systemctl daemon-reload
sudo systemctl enable --now opentranscribe-backup.timer

# Check timer status
sudo systemctl list-timers opentranscribe-backup.timer

MinIO / Storage Backup

Prefer the in-app Media Mirror

The scheduled, incremental, never-deleting Media Mirror covers this automatically — the manual mc approaches below remain useful for one-off copies and non-standard destinations.

MinIO stores all uploaded media files. Back up using the MinIO Client (mc):

# Install mc (if not already available)
docker run --rm -it --entrypoint /bin/sh minio/mc

# Or use mc from within the MinIO container
docker compose exec minio mc alias set local http://localhost:9000 $MINIO_ROOT_USER $MINIO_ROOT_PASSWORD

# Mirror all buckets to a local directory
docker compose exec minio mc mirror local/ /backup-destination/

# Or from the host with mc installed
mc alias set opentranscribe http://localhost:5178 $MINIO_ROOT_USER $MINIO_ROOT_PASSWORD
mc mirror opentranscribe/ ./backups/minio/

Volume-Level Backup

Alternatively, back up the Docker volume directly:

# Stop MinIO to ensure consistency
docker compose stop minio

# Copy volume data
docker run --rm -v opentranscribe_minio_data:/data -v $(pwd)/backups:/backup \
alpine tar czf /backup/minio_data_$(date +%Y%m%d).tar.gz -C /data .

# Restart MinIO
docker compose start minio
warning

Volume-level backups require stopping the MinIO container to ensure data consistency. Use mc mirror for online backups.

OpenSearch Backup

OpenSearch indices can be rebuilt by reindexing from PostgreSQL, but backing them up avoids reindex time.

Snapshot Repository

# Register a snapshot repository (filesystem-based)
curl -X PUT "http://localhost:5180/_snapshot/backup_repo" -H 'Content-Type: application/json' -d '{
"type": "fs",
"settings": {
"location": "/usr/share/opensearch/backup"
}
}'

# Create a snapshot
curl -X PUT "http://localhost:5180/_snapshot/backup_repo/snapshot_$(date +%Y%m%d)?wait_for_completion=true"

# List snapshots
curl -s "http://localhost:5180/_snapshot/backup_repo/_all" | python3 -m json.tool
note

For filesystem snapshots, you need to mount a backup directory into the OpenSearch container and add path.repo to the OpenSearch configuration. For most deployments, simply reindexing after a restore is simpler.

Rebuilding Instead of Restoring

If you skip OpenSearch backups, you can rebuild indices after restoring PostgreSQL:

  1. Start all services
  2. Go to Admin Settings in the UI
  3. Use the Reindex All function to rebuild search indices from the database

Configuration Backup

Always back up your environment configuration:

# Back up .env (contains secrets - store securely)
cp .env ./backups/.env.$(date +%Y%m%d)

# Back up any custom compose overrides
cp docker-compose.local.yml ./backups/ 2>/dev/null
cp docker-compose.gpu-scale.yml ./backups/ 2>/dev/null
danger

The .env file contains database passwords, API keys, and encryption keys. Store configuration backups securely and never commit them to version control.

Model Cache

The model cache (${MODEL_CACHE_DIR:-./models}/) contains downloaded AI model weights (~2.5GB total). These are automatically re-downloaded on first use, so backing them up is only necessary for offline/air-gapped deployments.

# Only needed for offline deployments
tar czf backups/models_$(date +%Y%m%d).tar.gz -C ${MODEL_CACHE_DIR:-./models} .

Automated Backup Schedule

Here is a recommended backup schedule combining all components:

#!/bin/bash
# /opt/opentranscribe/scripts/full-backup.sh
set -euo pipefail

BACKUP_DIR="/opt/opentranscribe/backups/$(date +%Y%m%d_%H%M%S)"
mkdir -p "$BACKUP_DIR"

cd /opt/opentranscribe

# 1. Database (critical)
docker compose exec -T postgres pg_dump -U postgres opentranscribe | gzip > "$BACKUP_DIR/database.sql.gz"
echo "Database backup complete."

# 2. Configuration (critical)
cp .env "$BACKUP_DIR/.env"
cp docker-compose.local.yml "$BACKUP_DIR/" 2>/dev/null || true

# 3. MinIO media files (critical, can be large)
docker run --rm -v opentranscribe_minio_data:/data -v "$BACKUP_DIR":/backup \
alpine tar czf /backup/minio_data.tar.gz -C /data .
echo "MinIO backup complete."

# 4. Cleanup old backups (keep 30 days)
find /opt/opentranscribe/backups -maxdepth 1 -type d -mtime +30 -exec rm -rf {} +

echo "Full backup complete: $BACKUP_DIR"
# Cron: run full backup weekly, database-only backup daily
# Daily database backup at 2:00 AM
0 2 * * * cd /opt/opentranscribe && ./opentr.sh backup

# Weekly full backup at 3:00 AM on Sundays
0 3 * * 0 /opt/opentranscribe/scripts/full-backup.sh

Restore Procedures

Restoring the Database

Using opentr.sh:

./opentr.sh restore backups/opentranscribe_backup_20260310_020000.sql

This command automatically:

  1. Stops backend and all Celery workers
  2. Restores the SQL dump into PostgreSQL
  3. Restarts all stopped services

Manual restore:

# Stop services that use the database
docker compose stop backend celery-worker celery-download-worker \
celery-cpu-worker celery-nlp-worker celery-embedding-worker celery-beat

# Restore from plain SQL
docker compose exec -T postgres psql -U postgres opentranscribe < backup.sql

# Or from compressed backup
gunzip -c backup.sql.gz | docker compose exec -T postgres psql -U postgres opentranscribe

# Or from custom format
docker compose exec -T postgres pg_restore -U postgres -d opentranscribe backup.dump

# Restart services
docker compose start backend celery-worker celery-download-worker \
celery-cpu-worker celery-nlp-worker celery-embedding-worker celery-beat

Restoring MinIO Data

# Stop MinIO
docker compose stop minio

# Restore volume from tar backup
docker run --rm -v opentranscribe_minio_data:/data -v $(pwd)/backups:/backup \
alpine sh -c "rm -rf /data/* && tar xzf /backup/minio_data.tar.gz -C /data"

# Start MinIO
docker compose start minio

Restoring OpenSearch

If you have a snapshot:

# Close indices first
curl -X POST "http://localhost:5180/_all/_close"

# Restore from snapshot
curl -X POST "http://localhost:5180/_snapshot/backup_repo/snapshot_20260310/_restore?wait_for_completion=true"

If you do not have a snapshot, reindex from the database using the Admin UI after PostgreSQL is restored.

Restoring Configuration

# Restore .env (review before applying - may contain stale values)
cp backups/.env /opt/opentranscribe/.env

# Restart all services to pick up configuration
docker compose down
docker compose up -d

Disaster Recovery

Full System Recovery from Scratch

If you need to rebuild the entire system from backups:

# 1. Install Docker and Docker Compose on the new server

# 2. Clone or copy the OpenTranscribe repository
git clone https://github.com/attevon-llc/OpenTranscribe.git /opt/opentranscribe
cd /opt/opentranscribe

# 3. Restore configuration
cp /path/to/backup/.env .env

# 4. Start infrastructure services only
docker compose up -d postgres minio redis opensearch

# 5. Wait for PostgreSQL to be ready
until docker compose exec postgres pg_isready -U postgres; do sleep 2; done

# 6. Restore the database
docker compose exec -T postgres psql -U postgres opentranscribe < /path/to/backup/database.sql

# 7. Restore MinIO data
docker run --rm -v opentranscribe_minio_data:/data -v /path/to/backup:/backup \
alpine sh -c "tar xzf /backup/minio_data.tar.gz -C /data"

# 8. Start all remaining services
docker compose up -d

# 9. Reindex OpenSearch (via Admin UI or API)
# The backend will run Alembic migrations automatically on startup

# 10. Verify the system
curl -f http://localhost:5174/api/health

RTO/RPO Considerations

MetricTargetHow to Achieve
RPO (max data loss)24 hoursDaily database backups
RPO (aggressive)1 hourHourly database backups + WAL archiving
RTO (time to recover)1-2 hoursDocumented recovery runbook + tested backups
RTO (aggressive)15-30 minutesPre-staged infrastructure + automated restore scripts

For lower RPO, consider PostgreSQL WAL (Write-Ahead Log) archiving for point-in-time recovery.

Testing Backups

Untested backups are not backups. Verify your backups regularly:

# 1. Create a test database
docker compose exec postgres createdb -U postgres opentranscribe_test

# 2. Restore backup into test database
docker compose exec -T postgres psql -U postgres opentranscribe_test < backups/opentranscribe_backup_latest.sql

# 3. Verify row counts
docker compose exec postgres psql -U postgres opentranscribe_test -c "
SELECT 'users' as table_name, count(*) FROM \"user\"
UNION ALL
SELECT 'media_files', count(*) FROM media_file
UNION ALL
SELECT 'transcripts', count(*) FROM transcript_segment;
"

# 4. Clean up test database
docker compose exec postgres dropdb -U postgres opentranscribe_test
tip

Schedule a quarterly disaster recovery drill where you restore from backup onto a separate machine to validate the entire recovery process end-to-end.