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), Gadgets, 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.
To access the Snapshot Manager, navigate to the Manage page, click the Data Mart subtab, and then click Manage Snapshots.
The Manage Snapshots panel opens, as shown in the following image.
From the Snapshot Manager, you can:
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:
The Take Snapshot dialog box opens.
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 lets you preserve the exact state of PMF, including all models, data, and content. Snapshots are good for:
The Restore button is available on the following tabs: Your Snapshots and Demo and Utility Snapshots.
To restore a snapshot:
The Restore Snapshot dialog box opens, as shown in the following image.
Note: Depending on the size of the metrics warehouse in the Snapshot, a restore can take some time.
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:
Snapshot Manager compresses the Snapshot to a single ZIP file, and downloads it to your browser Downloads folder.
You can 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.
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:
The Upload Snapshot dialog box opens, as shown in the following image.
Your browser Downloads folder opens.
Note: The dialog box varies depending on your local operating system.
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 How to Restore a Snapshot.
PMF ships with a set of predefined Templates that represent complete PMF Data Marts for various vertical and horizontal business cases, which you can merge in to your PMF environment. You can merge in these Templates at any time.
To merge in a Template:
A list of available Templates is displayed, as shown in the following image.
The Merge In dialog box opens.
Note: Depending on the size of the metrics warehouse in the Template, a merge can take some time.
PMF ships with 10 self-standing demonstrations and other utility Templates, which you can restore to your PMF environment. These Snapshots come with Measures, Sources, Dimensions, Scorecards, and content for the common subject matter areas, such as:
To restore a demo:
A list of available demos displays, as shown in the following image.
The Restore Snapshot dialog box opens.