Bench Notes · Home Lab Series
Vol. 09 · Digital Guide
Bench Notes · Vol. 9

Home Assistant
Backup & Migration
Blueprint

A repeatable backup process and a step-by-step hardware migration workflow for Home Assistant. What backups actually contain, what they don’t, and how to move your entire setup to new hardware without losing anything.

Home Assistant Backup & Restore Hardware Migration Disaster Recovery
3
Backup Layers
25+
Integrations
10
Chapters
4
Appendices
By HomeLabGuides · v1.3.0 · Verified against HA 2026.4
benchnotes.net
★ Quick Start

Protected in 30 minutes.

If you do nothing else from this guide today, do this. It will not cover every scenario, but it will get you out of the worst one: total loss with no recoverable backup.

Applies To

Install types: Home Assistant OS, Supervised, Container/Core, Proxmox VM. Some commands and add-ons apply only to HAOS/Supervised; Container/Core users may need manual storage paths or rclone workflows directly. Where it matters, this guide flags the difference.

Assumes: you can reach Settings → System → Backups, and you can store the backup encryption key outside Home Assistant. Both are non-negotiable; everything else is detail.

Verified against: Home Assistant 2026.4.

The three things that need backing up

Most people think “Home Assistant backup” is one thing. It is three things, and missing any of them turns a recovery into a rebuild.

  1. HA configuration — your automations, scenes, scripts, dashboards, integrations list. This is what the built-in Backup integration captures.
  2. Add-on data — Z-Wave JS pairings, ZHA database, Mosquitto retained messages, Node-RED flows. Some of this is included in HA backups by default; some is not.
  3. The credentials and tokens that don’t survive a backup — Cloudflare tunnel tokens, OAuth integrations, anything you typed into a UI form that wasn’t in secrets.yaml. These are documented in Appendix B.

Minimum viable backup: 30 minutes, two locations

If you have nothing today, this is the smallest setup that will save you from disaster:

  1. Enable HA’s built-in Backup integration if it isn’t already on. Set it to run nightly. (Chapter 03.)
  2. Add one off-host destination. Any of these works: a Samba share on your NAS, a Google Drive folder via the community Google Drive Backup add-on, or rclone to Backblaze B2. (Chapter 04.) Same-disk backups are not backups.
  3. Take one full backup right now, copy it to a USB drive, and put the USB drive somewhere your house fire can’t reach. This is your nuclear-option recovery.
  4. Download the backup emergency kit from Settings → System → Backups → the three-dot menu. It contains the encryption key needed to restore. Store it in your password manager and one offline location — both outside Home Assistant.
Warn

An untested backup is a hope, not a backup. Chapter 06 covers the 15-minute restore drill. Run it once, today. Most people learn their backups don’t restore the way they thought during a real outage.

The restore test you should do today

Spin up a Home Assistant VM, virtual machine, or even a spare Raspberry Pi. Restore your most recent backup to it. Notice what works, what doesn’t, and what asks you to log in again. The answers are the contents of Appendix B — the integration re-auth tracker.

This is the chapter most guides skip. It is the only chapter that matters when something is actually broken.

How this guide is organized

Chapter 01

What HA backup
actually includes.

Most people learn this the hard way mid-migration: an HA backup is not a snapshot of your entire smart home. It is a snapshot of most of it. The gap is where guides fail people, and it’s where this one starts.

§ 1.1 · The contents of the backup file

What’s in the .tar.

An HA backup is a single .tar archive containing a structured snapshot of your installation. The default full backup includes:

What is “full” vs “partial”

HA gives you two backup types. The naming is misleading.

Neither version is “everything that exists in your HA instance.” The next page documents what neither of them captures.

§ 1.2 · What backups don’t restore

What you’ll need to redo.

This list is the most-printed page of this guide for a reason. None of these are bugs. They’re design choices that make sense individually and collectively turn a restore into a chase.

Tokens, OAuth, and credentials

Anything you authorized through a browser-based OAuth flow generally survives the backup as a configuration entry, but the actual token is rotated by the provider and may need to be re-authorized after restore. The list of integrations in Appendix B documents which providers do this.

Anything you typed into a UI form that wasn’t backed by secrets.yaml is stored in /config/.storage/core.config_entries. This file is in the backup — but the credentials inside it may be encrypted with a key that’s tied to your installation, not your user. Restore on a fresh install, and some of those entries decode to empty.

Hardware-bound state

This is where most migrations break.

Tunnels, certificates, and external services

Cross-Reference

The complete integration-by-integration breakdown is Appendix B. That table is a working reference: keep it open during a migration and tick off each integration as you confirm it’s working.

◆ End of the sample chapter ◆

The other 9 chapters are in the PDF.

You've read what HA backup actually covers. The full blueprint covers the three-layer safety net, native HA backups done right, where backups should land, when HA-native isn't enough, restore testing, full hardware migration, SD-vs-SSD durability, pre-update safety, and disaster recovery. About ~70 pages.

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Inside the PDF
02Three Layers, One Safety Net
03Native HA Backups, Set Up Right
04Where Backups Should Land
05When HA-Native Isn't Enough
06An Untested Backup Is Just Hope
07The Hardware Migration: Step by Step
08SD Cards Die. SSDs Don't (Much).
09Backup Before You Update
10When the Server Is Gone