Application management : Cloud : Environment Management Gadget : Understanding the Environment Management gadget : Environment Management details : Backups : Restoring a backup
Restoring a backup
You can restore a backup from the list of backups available on the gadget.
Diagram showing the pre-restore and restore processDiagram showing the pre-restore and restore process
Procedure
1. Select a backup that you want to restore and click Restore Restore icon.
The Restore backup pop-up appears.
2. Click Restore backup.
3. Select the instance (DTAP) the backup should be restored to.
4. If available for the selected instance, you can decide not to include Files in your restore.
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If you clear the Files check box, the restore will be much faster because only the database is restored. The files will be purged, when you clear the check box, a warning message will appear to notify you of the impending file purge.
5. In the Restore all user passwords to the initial password option, select:
◦ Yes, if you want to reset all user passwords to the default password. When logging on, users will be prompted to change their password.
◦ Select No to retain the users' password.
What this means
Suppose you are restoring a backup from PROD to DEV.
Yes: this will reset all the user passwords to the default password of the DEV environment. Users will then be prompted to change their password when logging into DEV for the first time after the restore.
No: the passwords which are currently in PROD will remain and the user would use their PROD password to log in to DEV once the restore is completed.
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If Single-Sign-On (SSO) is enabled in the production environment but the database is restored to a development environment where SSO is not activated, users may not know the passwords stored in the Planon database. Therefore, we recommend you can log in and access the supervisor accounts for both environments before performing a restore.
6. Click Restore backup to complete the process.
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While the backup restore is in progress, access to the environment where the backup is restored to is disabled.
Please note: Restoring a backup to a non-production environment (Acceptance / Test / Development) will:
• disable all scheduled tasks and restore the original license.
• disable all User extensions
• deactivate all active Platform Apps, unless the app developer explicitly indicated in the app that the app can remain 'Active'. Apps with other statuses than 'Active', such as 'Failed', 'Install', and so on will retain their current status.
• The access key used to encrypt and decrypt passwords for connections to external systems, such as WebDAV, Connect for AutoCAD, Connect for Calendars (C4C), and default user passwords, is unique per installation. This prevents interference from DTA to Prod. Consequently, you need to re-enter passwords if you restore Prod to DTA.
If you restore a backup to a production environment, active apps will not be deactivated. They will retain their 'Active' status.
Restoring files from a backup
You can restore a specific set of files, for example when a WebDAV file has been overwritten with a wrong version.
Procedure
1. Select the backup that contains the working version of your file and click the Cloud download iconbutton. The Download a backup pop-up appears.
2. Click Prepare: Download files. The pop-up closes. The status will show Conversion requested.
3. After a few minutes refresh the page and wait until the status changes to Finished.
4. Click the Cloud download icon button and click Download files to download a zip archive containing your files.
Other backup settings
Field
Description
Retention period (in days)
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Retention defines the period a backup is retained and can be restored. The maximum retention period is 365 days.
For each environment there is an allowed minimum number of retention period:
• Development - 1 day
• Test - 1 day
• Acceptance - 1 day
• Production - 7 days
Save disk space
Select the Save disk space check box to enable incremental backups. This splits backups into smaller chunks during the backup process to save lot disk space.
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This procedure, takes more time while downloading the backups, because merging chunks into a whole backup takes extra time.
Always click Save backup settings to save your changes.
Frequently asked questions
The following list provides an overview of Frequently Asked Questions.
Question
Answer
File settings are copied over automatically, which is good to know. These need to be set back to the URL for the Acceptance environment. Is that a manual change that needs to be done afterwards?
All file locations/configurations are set correctly for the specific environment. Cloud takes care of all the configuration.
The Enterprise Talk locations will have the values as specified in the Environment delivery information for that specific environment, the same for Web configuration.
Regarding URLs, no manual action is required after restoring a backup.
Will the 'Acceptance icon' at the top of the screen be replaced by a DB restore from Production, and be replaced by a different icon and name?
The Acceptance environment will always have Acceptance icon at the top of the screen. Test and Development each have their own icons, no matter what backup you restore.
Your Production environment will not display an icon.