Backup Overview

In the Environment Operations Center, you can create and restore backups for your applications. Backup functionality is available for both the Identity Data Management and Identity Data Analytics applications. Backups are managed within the detailed view of each application, under the Backups tab. This guide provides an overview of the Backups tab and its features.

To navigate to the Backups tab for a specific application, select Backups from the top navigation in the application's detailed view.

This brings you to the Backups view that provides a chronological overview of all backups that have been performed on the application.

From the Backups tab, you can review all backups that have been performed on the application. For each backup, the backup name, creation date, and version are listed.

If you have set a scheduled backup for the application, a "Scheduled" notification appears at the top of the workspace indicating the frequency and time of the scheduled backup.

For more information on scheduling backups, see the schedule backups guide.

You can create backups manually by clicking the Backup button or schedule an automated backup workflow by selecting the gear icon.

For details on creating manual backups and restoring backups, see the create a backup guide. For details on scheduling automated environment backups, see the schedule a backup guide.

You can restore your backed up Identity Data Management and Identity Analytics applications from the Backups tab. To restore an existing application (Identity Data Management or Identity Analytics application) using a backup, click the Options (...) menu and select Restore. In the confirmation dialog, confirm that you would like to proceed with the Restore option. After a few minutes, the restore process will complete and the application data will be restored to the backed up version.

Selecting Delete will permanently delete the backup.

In an Identity Data Management application, you can use the back up file to restore a new application. Each backup has an Options (...) menu that allows you to either Download a backup, Restore a backup or Delete a backup.

Selecting Download will download the configuration file of that backup to your system. The download option is only available in Identity Data Management applications.

To use the backup in a new Identity Data Management application, download the backup file that you would like to use by clicking the options menu and selecting Download. Next, create a new Identity Data Management application and use the downloaded backup file by following the steps outlined here. Note that if you use this backup to restore the application in a new environment, the endpoint URLs of the application will be different than that of the original application.

If you have read-only access to the environment, you will still be able to view the list of backups that have been performed and the backup schedule if an automated backup has been created. You will not be able to create new backups or modify existing backups.

The gear icon, Restore, and Backup buttons will be deactivated and the Options (...) menu for each backup wil be hidden.

After reading this guide you should have an understanding of how to navigate the Backups tab and its main features. To begin creating a backup, review the documentation on creating a backup.