legacy system backup upload

  • Updated

overview

This article explains how authorized firm representatives can upload their legacy system data and document backup files to the AWS S3 bucket required for the migration and implementation process.

These backups allow Neostella Team to securely transfer data and documents into Neostella platform.

The backup files must be generated by the authorized firm representative and uploaded to the AWS S3 bucket provided by Neostella Team.

Two types of backup processes may be required for the migration: the Data Backup Upload and the Document Backup Upload.

Both processes are similar, but the upload method may vary depending on the type and volume of files. Data backup files are typically uploaded through the AWS S3 interface, while document backups may require a different method when transferring a large number of files.

this article is intended for

  • Authorized firm representative who is responsible for obtaining and providing the data and documents backup files from their legacy system.
  • Neostella Team responsible for managing the migration process.

prerequisites

Before starting the upload process, ensure the following requirements are met.

  • The authorized firm representative is responsible for generating and extracting the backup files from their legacy system and preparing them before the upload.
  • Supported file formats for the data backup upload  include:
    • .bak (SQL Server database backup file).
    • .csv (Comma-separated values).
  • Document backups upload support all file formats and may contain a large volume of files.
  • Do NOT compress the data backup files.
  • Once your backup files are ready, proceed with the upload described below. 

how to upload data backup files

Follow these steps to upload the data backup files from your legacy system to the AWS S3 bucket provided by your Neostella point of contact.

20 STEPS

1. To upload the data backup files from your legacy system to the AWS S3 bucket, open the received email from Neostella.

2. Then click the Onetime Secret link that contains the AWS S3 Bucket credentials and the folder path where the backup files should be uploaded.

3. Next press the Click to reveal → button to display the shared credentials.

4. Shared credentials are:
Link and Credentials to access the AWS Console: AWS S3 Bucket URL, AWS Account ID, IAM Username, and One-time use password.
And Credentials to set up the AWS CLI: AWS Access Key ID, and AWS Secret Access Key.

5. Remember, the secure message is a one-time access link valid for 24 hours and cannot be reused after it has been opened.
If the link expires or access fails, request a new link from Neostella Team.

6. Then, copy the AWS S3 Bucket URL to paste it into an incognito or private browser window.
You will be directed to the AWS S3 Bucket login page.

7. Now, sign in using the provided credentials: the Account ID or alias, IAM Username, and Password, and then click Sign In.

8. In the Password reset page, enter the Old Password, create a New Password, confirm it, and click Confirm Password Change.

9. Then click Continue to sign in.
Remember to store your new password securely.

10. The Amazon S3 dashboard is displayed.
If a cookie pop-up appears on your screen, accept it. You may also be instructed to change the region.

11. Remember, the AWS S3 bucket URL is a one-time access link that is valid for 24 hours and cannot be reused after it has been opened.
If the link expires or access fails, request a new link from the Neostella team.

12. Now, navigate to the correct folder path specified in the email. In this case, click legacy-database/.

13. And then click the 2026-03-26/ folder.
Ensure you navigate to the correct folder.

14. Now, let's upload the data backup files. Click Upload.

15. And then click Add files.
A modal window to choose your legacy system data backup file(s) is displayed.
Choose the data backup file(s) (in .bak or .csv format) from your device, and click Open.

16. Selected files are displayed here.

17. After adding the files, click Upload to start the transfer.

18. Once the upload is completed, a message is displayed and the files appear in the destination folder.

19. Finally, click Close.
Once you’ve done that, remember to notify your Neostella Team that the data backup upload is complete and indicate the file(s) name and size.

20. That's it. You're done.

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Next step

  1. Open the credentials email

Open the email received from Neostella with the Onetime Secret link (that contains the AWS credentials) and the folder path where the backup files must be uploaded.

  1. Reveal the shared credentials

Open the Onetime Secret link and press the Click to reveal → button to display the shared credentials.

Shared credentials include:

  • Link and Credentials to access the AWS Console: AWS S3 Bucket URL, AWS Account ID, IAM Username, One-time use password.
  • Credentials to set up the AWS CLI: AWS Access Key ID, AWS Secret Access Key.

  1. Open the AWS S3 bucket link

Copy the AWS S3 Bucket URL and paste it into an incognito or private browser window.

The AWS S3 Bucket URL is a one-time access link valid for 24 hours and cannot be reused after it has been opened. If the link expires or access fails, request a new link from Neostella Team.

  1. Sign in to AWS

Sign in using the provided credentials: Account ID or alias, IAM Username, Password, and click Sign In.

  1. Reset the temporary password

In the Password reset page, enter the Old Password, create a New Password, confirm it, and click Confirm Password Change. Then click Continue to sign in.

Store your new password securely.

  1. Navigate to the upload folder

In the Amazon S3 dashboard, navigate to the folder path specified in the email from the Neostella Team to upload the data backup files.

  • The folder path for uploading the data backup and the folder path for uploading the documents backup are different. 
  • Ensure you navigate to the correct data backup folder.

  1. Upload the data backup files

  • Click Upload, and then click Add files, choose the legacy system data backup file(s) (in .bak or .csv format) from your device, and click Open.
  • Selected files are displayed.
  • After adding the files, click Upload to start the transfer.

  1. Confirm completion

  • Once the upload is complete and the files appear in the destination folder, notify Neostella Team that the backup upload is complete, indicating the uploaded files name and size. 

How to upload document backup files

The upload process may vary based on file size and where the backups are stored. Always upload document backup files to the designated document folder in the AWS bucket specified by the Neostella Team.

For more information about the process for uploading document backups, please contact Neostella Team.