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.

    File-based data and map files 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). empty
    • Datasets
    Datasets that users create for data visualizations and data flows. Always included
    • File-based Data

    File-based data that users upload to create datasets. For example, data uploaded from a spreadsheet. This option captures references to your data files. Actual data files aren't included in the snapshot.

    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
    • Semantic Models and Subject Areas
    Semantic models that users develop (SMML) and semantic models that users deploy (RPDs). Always included
    Machine Learning Machine learning models that users create from data flows. Always included
    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 so on.

    Note: System settings aren't included in the snapshot.

    Optional
    Day by Day

    Day by Day content such as the "For You" feed, bring backs, comments, and shared cards.

    Optional
    Application Roles
    • User-defined 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 in Oracle Analytics Cloud, such as workbooks, analyses, dashboards, and pixel-perfect reports.

    Always included
    • Catalog Content
    Catalog containing content that users create and save for future use, such as workbooks, analyses, dashboards, reports, deliveries, agents, and so on. Always included
    • Shared Folders (including Workbooks)

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

    This includes any workbooks saved in the shared folders.

    Always included
    • User Folders and Personalizations (including Workbooks)

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

    This includes any workbooks that users save in their private folders and any personalizations that they make to these workbooks.

    Optional