Taking Snapshots and Restoring

This topic describes how to back up and restore application content using a file called a snapshot.

Topics:

Typical Workflow for Taking Snapshots and Restoring

Here are the common tasks to back up and restore your content using snapshots.

Task Description More Information

Take a snapshot

Capture content that users have saved to the catalog and application roles in Oracle Data Visualization Cloud Service at a point in time.

Taking a Snapshot

Restore from a snapshot

Restore the system to a previously working state.

Restoring from a Snapshot

Delete a snapshot

Delete unwanted snapshots.

Deleting Snapshots

Download a snapshot

Save a snapshot to a local file system.

Downloading Snapshots

Upload a snapshot

Upload content from a snapshot that is stored on a local file system.

Uploading Snapshots

Migrate snapshot data

Migrate content to another environment.

Migrating Snapshot Data

About Snapshots

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

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.

Artifacts Saved In a Snapshot Description

Catalog content

A snapshot of the projects that users have saved to the catalog for future use.

Application roles

A snapshot of the application roles defined for your system.

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. This feature is also useful if you want to move content, data models, or application roles from a development or test environment to a production environment. Data that is hosted on external data sources is not included in the snapshot. Always upload snapshots to the same service that created the snapshot.

You can keep up to 10 snapshots online and download as many as you want.

Taking Snapshots and Restoring Information

You can take a snapshot of your system at any time.

Taking a Snapshot

Administrators can take a snapshot of the system at any time.

  1. Click Console.
  2. Click Snapshots.
  3. Click New Snapshot.
  4. Enter a short description for the snapshot to help you remember later why you took it.

    For example, why you created the snapshot and what it contains.

  5. Click OK.

The latest content is saved to a snapshot.

Restoring from a Snapshot

If something goes wrong, you can easily restore your content to a previous working state from a snapshot.

Caution:

  • Restoring from a snapshot overwrites all existing content.

  • Everyone who is currently signed-in has their session terminated.

  • Any content created since the last snapshot will be lost.

  • Large snapshot files take some time to upload and restore.

  • Restored content takes a few minutes to refresh through your system. For large snapshots, allow up to 15–20 minutes.

  1. Click Console.
  2. Click Snapshots.
  3. Select the snapshot that you want to use to restore your system.
  4. Click Manage Snapshot.
  5. Click Restore to return your system to the state when this snapshot was taken.
  6. In the Restore Snapshot dialog, select only those elements you want to restore.

    For example, you may not want to include application roles if you’re restoring a snapshot taken from a pre-production service, to a production service. Pre-production roles often have different members to the production service. If so, deselect Application Roles before clicking Restore.

  7. For auditing purposes, enter the reason why you’re restoring.
  8. Click Restore.

    A warning message is displayed because restoring a snapshot can be very disruptive.

  9. Click Yes to restore the selected snapshot, or click No to abandon the restore.
The time it takes to restore your system depends on the size of your snapshot. After the restore completes, you might need to wait a few more minutes for the restored content to refresh through your system. Sign out, then sign back in after, say, 15 or 20 minutes to inherit newly restored application roles, if any.

Editing Snapshot Descriptions

You can add or update the description for any snapshot.

  1. Click Console.
  2. Click Snapshots.
  3. Select the snapshot you want to edit.
  4. Click Manage Snapshot.
  5. Click Edit.
  6. Update the description, and click OK.

Deleting Snapshots

From time to time, delete snapshots that you don’t need.

  1. Click Console.
  2. Click Snapshots.
  3. Select the snapshot that you want to delete.
  4. Click Manage Snapshot.
  5. Click Delete to delete the snapshot.

    A message displays at the top right hand side of the page. If you change your mind, click Undo.

Downloading, Uploading, and Migrating Snapshots

Download and upload features enable you to save snapshots to your local file system and upload them back to the cloud. Use these features to back up and restore your content or to migrate content between development, test, and production environments.

Downloading Snapshots

Use the Download option to save a snapshot to your local file system. This allows you to locally store and manage snapshots you take of your system.

If you haven't taken the snapshot yet, you’ll need to do that first. See Taking a Snapshot.

  1. Click Console.
  2. Click Snapshots.
  3. Select the snapshot that you want to download.
  4. Click Manage Snapshot.
  5. Click Download.
  6. Enter and confirm a password for the snapshot. The password must contain at least 8 characters.

    Don’t forget this password. You’ll be asked for this password if you try to upload the file in the future. For example, you may want to restore or migrate the content stored in the snapshot.

  7. Click OK.

    What happens next depends on your browser. In Internet Explorer, for example, you browse the Save As dialog, and click Save to save the snapshot in the selected location.

    The snapshot downloads as an Oracle Business Intelligence archive file (.bar).

Uploading Snapshots

You can upload a snapshot that you previously saved on your local file system.

When you upload a snapshot, the file itself is uploaded to your system but the artifacts stored inside the snapshot aren’t immediately available in your environment. Any snapshot you upload displays in the snapshot list. When you’re ready to do so, overwrite current artifacts, such as your catalog, with information from the snapshot. See Restoring from a Snapshot.

  1. Click Console.
  2. Click Snapshots.
  3. Click Upload Snapshot.
  4. Use Browse to locate the snapshot that you want to upload.

    Select the Oracle Business Intelligence archive file (.bar) that contains your snapshot. You can only upload snapshots taken from Oracle Data Visualization Cloud Service.

  5. Enter the snapshot password.

    You set the password during the download process.

  6. Click OK.

The uploaded snapshot is displayed in the list of saved snapshots. To restore from a snapshot, see Restoring from a Snapshot.

Migrating Snapshot Data

You can migrate content users have created in one Oracle Data Visualization Cloud Service environment to another environment, using snapshots. For example, you may want to move pre-production content to a production environment.

  1. Download the snapshot that you want to migrate to your local file system.
  2. Sign in to the target system and upload the snapshot.
  3. Select the newly uploaded snapshot in the list of saved snapshots.

    To migrate content, see Restoring from a Snapshot.