Working with Snapshots

In this section:


PMF includes a snapshot and restore feature. Taking a snapshot serializes the entire content of the PMF data mart to a set of files in a folder located on your server file system. These files can then be restored to another data mart on any platform or RDBMS that PMF supports.

A Snapshot or Template captures an entire PMF Data Mart. This includes all Scorecards and their components, all pooled Metrics, all Content links, any saved content references (including Analysis Designer views), and any Dashboards you have designed

You can use Snapshots to:

Snapshot Manager lets you more easily work with Snapshots, and automates many functions that used to require manual work. You no longer have to manually copy and move Snapshots from one location to another by accessing the various server file systems. With Snapshot Manager, you can easily move a Snapshot from one PMF environment to another.

Note: If you are moving Snapshots from one environment to another, note the following:

Common Tasks in Snapshot Manager

How to:

To access the Snapshot Manager, click the Manage tab and then click the Data Mart subtab. Then, click Manage Snapshots.

The Manage Snapshots panel opens, as shown in the following image.

Manage Snapshots panel

From the Snapshot Manager, you can:

Procedure: How to Take a Snapshot

When you Take a Snapshot, all content from the PMF Data Mart is copied into a portable file, which can later be Restored to any PMF environment (including the same one).

To take a snapshot:

  1. From the Manage Snapshot pane, click Take Snapshot.

    The Take Snapshot dialog box opens.

  2. Enter a name for the snapshot, or select the text box if you want to use and overwrite a previous snapshot, as shown in the following image.


    • As you type, if a previous and similar name was used, the dialog will display a list of matches, and you can click one of these matches if you want to replace it.
    • Only alphanumeric characters are accepted since this will become a folder and file name. Any spaces or special characters will be edited out.
  3. Click Take. The Snapshot Manager creates the snapshot. Once it is complete. it will appear in the list on the User Snapshots tab.

Procedure: How to Restore a Snapshot

When you restore a Snapshot, all content in the current PMF Data Mart is replaced with the exact state of the Snapshot you select, at the time it was taken. Restoring Snapshots let you preserve the exact state of PMF, including all models, data and content. Snapshots are good for:

  • PMF Data Mart backups.
  • Situations where you want to experiment or create new models and want to be able to preserve them.
  • Moving a PMF Data Mart to a new PMF environment.

To restore a snapshot:

  1. From the Manage Snapshot pane, click the Restore button next to the snapshot you want to restore, as shown in the following image.

    The Restore Snapshot dialog box opens, as shown in the following image.

  2. Click Restore. Snapshot Manager will restore the snapshot and notify you when the process is complete.

    Note: Depending on the size of the metrics warehouse in the snapshot, a restore can take some time.

  3. Refresh the browser once the process is complete.

Procedure: How to Download a Snapshot

You can download a Snapshot to your browser Downloads folder. This lets you upload it to another compatible PMF environment, where it can be restored at will.

To download a snapshot:

  1. From the Manage Snapshot pane, click the Download button next to the snapshot you want to download.

    Snapshot Manager compresses the Snapshot to a single ZIP file, and downloads it to your browser Downloads folder.

You can now upload the Snapshot to another PMF environment, either now or at a future time.

Note: If you periodically clean up your browser Downloads folder, and accidentally delete the Snapshot ZIP file, return to the PMF environment with the Snapshot you want, and download it again.

Procedure: How to Upload a Snapshot

You can upload a Snapshot from your browser Downloads folder to any compatible PMF environment. Any uploaded Snapshots are stored in the PMF environment, and can be Restored at any future time.

To upload a snapshot:

  1. From the Manage Snapshot pane, click the Upload a Snapshot button.

    The Upload Snapshot dialog box opens, as shown in the following image.

  2. Click Choose File to select the file to be uploaded.

    Your browser Downloads folder opens.

  3. Click the compressed (ZIP) PMF Snapshot you want to upload and click Open.

    Note: The dialog box varies depending on your local operating system.

  4. The file name is shown in the Upload Snapshot dialog box. Click Upload.

    Snapshot Manager uploads the file to the PMF environment. The snapshot then appears in the Users Snapshots tab, where you can restore it at will. For more information on restoring snapshots, see Working with Snapshots.

Working with Templates

How to:

PMF ships with a set of pre-defined Templates that represent complete PMF Data Marts for various vertical and horizontal business cases, which you can restore to your PMF environment. You can restore these Templates at any time.


Procedure: How to Merge In a Template

To merge in a template:

  1. From the Manage Snapshots pane, click the Templates tab.

    A list of available templates is displayed, as shown in the following image.

    Templates tab
  2. Find the template you want to restore and click the Merge In button next to it.

    The Merge In dialog box opens.

  3. Click Yes, merge it. Snapshot Manager will merge in the template and notify you when the process is complete.

    Note: Depending on the size of the metrics warehouse in the template, a merge can take some time.

  4. Refresh the browser once the process is complete.

Reference: Considerations for Moving a PMF Snapshot to Another Server

Take the following into consideration before moving a PMF snapshot to another server:

  • You must have the data mart already built using the standard PMF DDL SQL for the target RDBMS. The data mart must be for the same version as the snapshot that you took.
  • Restoring a snapshot will destroy the data in the PMF data mart that is currently being used. This is especially true on Oracle systems; there can only be one PMF data mart in a given database since PMF data definitions use global synonyms. It is advised that you make a backup of the existing data mart.
  • If you are using FTP or similar software to move the snapshot to another physical server, make sure to use ASCII mode for the file transfer. Binary mode will corrupt the file set.

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