Keep-Last-N Retention

Define how many recent backups to keep in addition to days-based cleanup, both locally and on SFTP.

SHA-256 Integrity Checks

Each backup includes a checksum sidecar for audit-grade verification and optional remote size checks.

Backup Logs & One-Click Run

Smart button to view history, plus a "Run Backup Now" action for immediate archiving and testing.

SFTP Test & Upload Verification

One-click SFTP connectivity test with auto-create of target folders and optional size verification after upload.

Email Alerts on Failure

Send concise notifications to your operations inbox when a backup run fails.

Unified Backup Control Center

Monitor local archives, SFTP transfers, and Treys.ai insights from a single dashboard with live KPIs.

Policy-Based Scheduling

Define cron intervals, retention windows, and off-site mirroring rules per environment with full audit trails.

Retention Automation

Keep the newest recovery points while pruning aging archives automatically across local and remote storage.

Secure SFTP Mirroring

Paramiko-based transfers verify directories, enforce permissions, and retry failures with configurable timeouts.

One-Click Manual Backups

Trigger ad-hoc snapshots directly from the form view with live progress indicators and log capture.

Integrity Safeguards

Validates disk paths, storage quotas, and connection credentials before each run to prevent silent failures.

Health KPIs & Smart Buttons

Jump to recent logs, scheduled actions, and Treys.ai assessments from contextual smart buttons.

Automated Cleanup Windows

Configure grace periods and time-to-live rules to reclaim storage without manual intervention.

Multi-Company Isolation

Protect sensitive schedules with company-aware record rules and per-company cron duplication.

Installation & Setup

1. Install the module: Go to Apps -> Search for "oe_backup_scheduler" -> Click Install
2. Configure permissions: Grant OE Backup: User or OE Backup: Manager access under Settings -> Users & Companies
3. Initial configuration: Open Backups -> Configure Backups and review default cron, retention, and notification settings

Basic Usage

1. Create configurations: Add entries for each database with local path, retention limits, and optional SFTP destination
2. Validate connectivity: Use the Test SFTP button to confirm credentials and remote directory permissions
3. Run manual backups: Trigger Run Backup Now to collect an immediate snapshot and review the activity log
4. Review insights: Launch the Treys.ai assessment smart button to confirm resilience scores and overdue alerts

Tips & Best Practices

• Align retention settings with regulatory requirements (SOX, HIPAA, SEC, etc.)
• Schedule quarterly restore rehearsals to confirm archive integrity
• Monitor disk capacity and rotate credentials on a recurring cadence
• Enable email notifications so operators are alerted the moment a failure occurs

Important Notes

Requires base, mail, and oe_ai_job_base. Tested on Odoo 12.0 Community. Ensure the Odoo worker has write access to local backup directories and outbound network access to SFTP targets.

Q: Which Odoo versions and dependencies are required?

A: OE Backup Scheduler supports Odoo 12.0 (Community or Enterprise) and depends on base, mail, and oe_ai_job_base. No additional third-party libraries are needed.

Q: How do I enable Treys.ai resilience analysis?

A: After installing oe_ai_job_base, open any backup configuration and click Assess with Treys.ai. The AI job queues instantly and returns a payload with overdue counts, failure summaries, and recommended actions.

Q: Can I customize retention rules and destinations?

A: Absolutely. You can define independent local and SFTP retention counts, set per-destination credentials, duplicate crons per company, and extend the models via standard Odoo inheritance for additional storage providers.

Why Choose Odoo Engineering