About Snapshots

A snapshot captures the state of your environment at a point in time. Snapshots don’t include data that's hosted on external data sources.

Backup and Restore

Take a snapshot of your environment before people start using the system and again at suitable intervals so you can restore the environment if something goes wrong. You can download and store snapshots on a local file system and upload them back to your system if they’re required to restore content. The snapshot file that you download is a compressed archive file (BAR file).

You can keep up to 40 snapshots online and download as many as you want.

Oracle Analytics Cloud automatically takes a snapshot when someone publishes changes to the data model and keeps the 5 most recent snapshots in case you unexpectedly need to revert to an earlier model version. The minimum interval between these automatically generated snapshots is one hour.

Content Migration

Snapshots are also useful if you want to migrate your content to another environment. For example, you might want to :
  • Migrate content you created in a development or test environment to a production environment.
  • Migrate content you created in a different Oracle product and exported to a snapshot (BAR file).

    You can generate BAR files from several Oracle products, for example, Oracle Analytics Cloud, Oracle Analytics Server, Oracle Business Intelligence Cloud Service, Oracle Data Visualization Cloud Service, and Oracle BI Enterprise Edition.

When you restore a snapshot taken from a different environment:

  • The snapshot must be taken from an environment at the same version as or an earlier version than the target environment.
  • Catalog objects that your target environment doesn’t support aren't migrated.

  • In most cases, you must upload the data associated with your data sets on the target environment.

Options When You Take a Snapshot

When you take a snapshot you choose the content you want to include in it. You can take a snapshot of your entire environment (everything) or specify only specific content that you want to back up or migrate (custom).

  • Everything - Saves your entire environment in the snapshot. This option is useful if you want to:
    • Back up everything in case something goes wrong.
    • Migrate everything to a new environment.
    • Clone an existing environment.
  • Custom - You select which content to save in the snapshot. Some content types are always included while others are optional.
    Snapshot Option Description Optional?
    Data Data visualization content that users create (Data tab).  
    • Data Sets
    Data sets that users create for data visualizations and data flows. Always included
    • File-based Data

    File-based data that users upload to create data sets. For example, data uploaded from a spreadsheet.

    Optional
    • Connections
    Data connections that users create so they can visualize their data. Always included
    • Data Flows
    Data flows that users create for data visualization. Always included
    • Sequences
    Sequences that users create for data visualization. Always included
    • Data Replications
    Data replications that users create for data visualization. Optional
    Machine Learning Machine learning models that users create from data flows. Optional
    Jobs

    Jobs that users schedule for data flows, sequences, data replications, and pixel-perfect reports.

    Optional
    Plug-ins and Extensions

    Extensions that users upload to implement custom visualizations and custom maps.

    Optional
    Configuration and Settings

    Service configuration and settings configured through Console. For example, mail settings, database connections, safe domains, data connectivity configurations, and more.

    Optional
    Application Roles
    • Custom application roles that administrators create through Console.
    • Membership details for each application role, that is, the users, groups, and other application roles assigned to each application role.
    Always included
    Credentials
    • Data connections: Credentials and other connection parameters, such as host, port, user name, and password. If you exclude credentials, you must reconfigure the connection details after you restore the snapshot.
    • Cloud storage: Credentials required to access cloud storage where file-based data that users upload is stored. If you include file-based data in your snapshot, include the storage credentials if you plan to migrate the content to another environment. If you exclude credentials, you can use the Data Migration utility to download and then upload your data files separately.
    Optional
    Classic Content

    Content that users create using Classic tools in Oracle Analytics Cloud, such as analyses, dashboards, and pixel-perfect reports.

    Always included
    • Data Model and Subject Areas
    Data models and subject areas that users create. Always included
    • Catalog Content
    Catalog containing content that users create and save for future use, such as analyses, dashboards, reports, deliveries, agents, and so on. Always included
    • Shared Folders and Projects

    Content that is being shared, that is, content that everyone with access to Classic tools can see.

    This includes any data visualization projects saved in the shared folders.

    Always included
    • User Folders and Projects

    Content stored in user folders. Content that users create and store for their private use.

    This includes any data visualization projects users saved in their private folders.

    Optional

Options When You Restore a Snapshot

When you restore content from a snapshot you have several options. You can restore only the content that's inside the snapshot, restore everything in your environment, or restore a specific set of items in the snapshot (custom).

  • Replace Snapshot Content Only - Everything in the snapshot that's supported in your environment is restored. Any content type excluded from the snapshot remains unchanged in your environment.
  • Replace Everything - Replaces your entire environment using information in the snapshot.

    Any content type excluded from the snapshot is restored to its default state, that is, "no content". For example, if you chose not to include data flows in the snapshot, any data flows that exist on your system are deleted when you restore the snapshot and the data flow component is restored with default settings. There are some exceptions; if the snapshot doesn’t contain any file-based data sets, plug-ins, or extensions these items are left unchanged.

    This option is useful if you want to:

    • Replace everything after something went wrong.
    • Migrate from another service.
    • Clone an existing service.
  • Custom - You select the content you want to restore. If you don’t want to restore certain content types, exclude them before you restore.

    In most cases, the options on restore are the same as the options when you take a snapshot. Some content types are always restored, while others are optional.

    If your snapshot contains items that your environment doesn’t support, you see the message "Not supported in this environment".

Restoring a Snapshot Taken from a Different Product

You can take snapshots in several Oracle products; Oracle BI Enterprise Edition 12c, Oracle Analytics Cloud, and Oracle Analytics Server.

  • Unsupported Content

    If you take a snapshot in one product and try to restore it in a different Oracle product, you might find the snapshot contains some items that the target environment doesn’t support. When Oracle Analytics detects unsupported content, warning icons display on the Custom page to highlight unsupported items in the snapshot that won't be restored.Not supported icon

    For example, you take a snapshot in Oracle Analytics Cloud and include data replications, file-based data sets, plug-ins and extensions in the snapshot. When you restore the snapshot in Oracle Analytics Server, you notice that these items are marked not supported. Oracle Analytics Server doesn’t allow you to include data replications, file-based data sets, plug-ins and extensions in an Oracle Analytics Server snapshot or import them from snapshots you created in other products.