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DataSync Snapshot reliably, comprehensively backs up ServiceNow objects and data without impacting performance, and all from within the Perspectium DataSync application.
Once you have created and executed a backup, you will have the option to restore the records in the selected table(s) in your ServiceNow instance or another ServiceNow instance.
NOTE: You will need to have MBS 3.0 to properly run backup and restore. For more information, contact Perspectium Support.
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Prerequisites
You will need the following information from Perspectium Support:
- Perspectium Integration Mesh (MBS) server URL
- Integration Mesh (MBS) vhost
- Integration Mesh (MBS) username
- Integration Mesh (MBS) password
Then, you will first need to install the Perspectium application into your ServiceNow instance by installing update sets in the following order::
- Perspectium Core update set
- Perspectium Snapshot update set
Follow the link to Get Started with DataSync for ServiceNow.
Initial Setup
Before you begin, you will need set up the initial configurations in Perspectium's General Settings:
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Upgrading a ServiceNow application
Learn how to setup and execute backup to prepare your ServiceNow instance for an upgrade.
General Configurations
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Once the tables are backed up, you can upgrade the application. Let’s say something went wrong or the upgrade removed a core functionality, time to restore that backup! UI Expand | | |||||||||||||||||||||||||||||||||||||||||||||
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Log into your ServiceNow instance and navigate to Perspectium > Snapshot > Snapshot. |
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Select the completed back up you want to restore. Then, click Restore. You will be prompted to continue and click Ok. Once restore is complete, your ServiceNow instance will start receiving inbound messages (Perspectium > Messages > Inbound) and the restored records in the selected table(s) will appear in your instance. |
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When to use Snapshot
How to configure Snapshot for different uses are listed below. These listed are just some examples of how you can use Snapshot and if you have any questions about how you can best use it, contact Perspectium Support.
Upgrading a ServiceNow application
Learn how to setup and execute backup to prepare your ServiceNow instance for an upgrade.
Upgrading across different instances
Learn how to backup and restore table(s) when upgrading your application across different instances.
NOTE: Before you begin, validate that you have the same Integration Mesh credentials across the different instances.
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In cases where you have two instances, i.e. one test environment and one developer environment, and you want to upgrade the test environment, you will need to execute a backup.
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Log into your ServiceNow instance and navigate to Perspectium > DataSync > Snapshot. |
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Next to the Backup Status header, click + New Backup. |
Fill the required fields:
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Fill the Name field with the desired name of the backup. |
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Within the Select an application section, and choose the tables needed for the application upgrade. (Optionally) If you manually chose tables, you can save those selected tables as a custom application template with the + button next to the dropdown. |
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After configuring all the required fields, click Execute Now. |
Let's say you decided you wanted to upgrade developer environment as well, but mid-upgrade, you decided not to do so. You can restore the backup from the test environment to the developer environment.
title | Restore a completed backup |
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Log into your ServiceNow instance and navigate to Perspectium > Snapshot > Snapshot. |
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Select the completed back up you want to restore. Then, click Restore. You will be prompted to continue and click Ok. Once restore is complete, your ServiceNow instance will start receiving inbound messages (Perspectium > Messages > Inbound) and the restored records in the selected table(s) will appear in your instance. |
Scheduling backups
Learn how to schedule a backup in your ServiceNow instance.
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To prepare for cases where you are experiencing technical difficulties Before you upgrade your application, you will need to back up the tables in your ServiceNow instance , i.e. environment breaks, you can set a scheduled backup.
Once you experience an issue, i.e. environment breaks, and you feel the need to restore previous table(s), you can restore the latest backup.
Once the tables are backed up, you can upgrade the application. Let’s say something went wrong or the upgrade removed a core functionality, time to restore that backup!
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Upgrading across different instances
Learn how to backup and restore table(s) when upgrading the application across different instances.
NOTE: Before you begin, validate that you have the same Integration Mesh credentials across the different instances.
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In cases where you have two instances, i.e. one test environment and one development environment, and you want to upgrade the test environment, you can first execute a backup before doing the upgrade.
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General Configurations
Let's say you now you wanted to upgrade the development environment as well. However during the upgrade, you run into issues because of conflicts with other applications on this instance. You can restore the backup from the test environment to the development environment.
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Backing up continuously changing environments
For instances where you are continuously making changes to, such as a development environment, you can schedule backups to automatically run on a repeated interval so you can restore at different points in time.
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To schedule a backup on a repeated interval, do the following:
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Once you experience an issue and you feel the need to restore previous table(s), you can restore one of your previously executed backups. Divbox | | |||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Log into your ServiceNow instance and navigate to Perspectium > Snapshot > Snapshot. |
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Under Pending Backups, select the backup you want to execute. Then, click Edit. |
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On the bottom of the page, click Execute Now. |
(Optional) Navigate back to Snapshot. Under the Backup Status section, monitor the status of your backup.
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