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 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.
File-based data, plug-ins, or extensions that users upload aren’t included in the snapshot.
- 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). 
- Datasets
Datasets that users create for data visualizations and data flows. Always included - 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 Machine Learning Machine learning models that users create from data flows. Always included Jobs Jobs that users schedule for data flows, sequences, and pixel-perfect reports.
Optional Configuration and Settings Service configuration and settings configured through the Console. For example, mail settings, safe domains, and so on.
Note: System settings aren't included in the snapshot.
Optional Application Roles - User-defined application roles that administrators create through the 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, such as analyses, dashboards, and pixel-perfect reports.
Always included - Semantic Model and Subject Areas
Semantic 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 Workbooks
Content that is being shared, that is, content that everyone with access to Classic tools can see.
This includes any data visualization workbooks saved in the shared folders.
Always included - User Folders and Workbooks
Content stored in user folders. Content that users create and store for their private use.
This includes any data visualization workbooks that users saved in their private folders.
Optional