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DataSync Snapshot allows you to backup and restore table(s) into the same or different ServiceNow instance. Leveraging the Perspectium DataSync application, you will need to configure the Perspectium properties and apply your Integration Mesh (MBS) credentials. If you choose to restore the table(s) from another ServiceNow instance, you will need to configure the Perspectium properties in the receiving instance with the same Integration Mesh (MBS) credentials.   

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.  

(info) NOTE: You will need to have MBS 3.0 to properly run backup and restore. For more information, contact Perspectium Support.


Prerequisites

(warning) 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

(warning) Then, you will need to have Perspectium DataSync application in your ServiceNow instance.


Procedure

To get started with Snapshot, follow these configurations: 


UI Expand
titleSet up initial configurations


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UI Steps


UI Step

Navigate to General Settings

Log into your  ServiceNow instance and navigate to Perspectium > Control and Configuration > Properties or simply type Control and Configuration in the Filter Navigator on the upper left-hand side of the screen. and then click Properties.

Then, click General Settings.


UI Step

Enter your Perspectium Integration Mesh (MBS) login info

Type your Perspectium Integration Mesh username, password, and server URL in the appropriate fields.

(info) NOTE: In the username field, you will need to prepend the username with your vhost name, i.e. vhost/user.

Then, scroll down to the bottom of the page and click Save.


UI Step

(For restoring to another ServiceNow instance) Repeat Steps 1 and 2

If you are restoring the table(s) in another ServiceNow instance, repeat steps 1 and 2 with the same Integration Mesh (MBS) credentials. 






UI Expand
titleCreate a backup


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UI Steps


UI Step

Access Snapshot

Log into your ServiceNow instance and navigate to Perspectium > Snapshot > Snapshot.


UI Step

Create a new backup 

Next to the Backup Status header, click + New Backup.

 


UI Step

Fill the required fields 

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UI Step

Fill the Name field with the desired name of the backup. 


UI Step

Within the Select an application section, you can either select a table template with the dropdown that will auto populate the list of tables to be shared or manually choose tables with the slushbucket. 

(info) NOTE: These templates are tables available in the global scope. 

(Optionally) If you manually chose tables, you can save those selected tables as a custom application template with the + button next to the dropdown.




UI Step

Apply conditions on the selected tables 

After selecting tables to backup, you have an option to apply conditions to tables that you want to back up. Click Set Filters below the Tables to set up your desired conditions. 

Then, select the table you want to filter and set the conditions with the condition builder. 


UI Step

Enable backup on related tables 

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UI Step

To backup attachments (sys_attachment) along with the tables selected, enable Include attachments. 


UI Step

To backup access controls (sys_security_acl) for all the tables included in the backup, enable Include table components


UI Step

To backup journal fields (sys_journal_field) records related to the tables selected, enable Include journal fields.





UI Step

Enable notifications 

To enable notification for when backups are completed, check Enable notifications. Then, chose which users will receive the notifications or enter an email. 


UI Step

Set a schedule

Instead of executing the backup right away, you can set a up a scheduled back up by enabling Set a schedule. Once activated, you can choose when to run the schedule.


UI Step

Save or execute the backup 

After configuring all the required fields, click Save. 

If you did not set a schedule and want to execute the backup right away, click Execute Now. 






UI Expand
titleExecute a backup


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UI Steps


UI Step

Access Snapshot

Log into your ServiceNow instance and navigate to Perspectium > Snapshot > Snapshot.


UI Step

Select a backup

Under Pending Backups, select the backup you want to execute. Then, click Edit.


UI Step

Execute the backup 

On the bottom of the page, click Execute Now.


UI Step

(Optionally) See backup status 

Navigate back to Snapshot. Under the Backup Status section, monitor the status of your backup. 






UI Expand
titleRestore a completed backup


Once you have created and executed a backup, you now have the option to restore the records in the selected table(s) in your ServiceNow instance or another ServiceNow instance.  

To restore a completed backup, follow these steps:
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UI Steps


UI Step

Access Snapshot

Log into your ServiceNow instance and navigate to Perspectium > Snapshot > Snapshot.


UI Step

Select a backup to restore 

Whether you are restoring in your own instance or another instance, select the completed back up you want to restore. Then, click Restore. You will be prompted to continue and click Ok. 

(info) NOTE: If you are restoring the table(s) in another instance, validate that you have the same Integration Mesh credentials. See set up initial configurations for Snapshot.

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.