Home > SI Documentation (v12) > Administrator Guide > Backup/Restore

Backup/Restore

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Feature

 

Backing up your SI data regularly is a good idea. You can also want to use this feature to move your SI Server to another machine.

Details

 

You must have proper permissions in order to access the SI Server Manager, see User Groups and Permissions.

 

If you want custom Reports to be backed up in this archive, you must export your custom Reports to your SI Server prior to running the backup. You can do this in the Standard Report Designer via the "Publish and Export to Server" feature, or you can do this via the Export button in the Report Explorer.

 

If you want custom Visio Stencils or AutoCAD blocks to be backed up, you must export your custom Stencils/Blocks to your SI Server.

Backup

 

In the SI Server Manager, click the [Backup SI Server] button.

 

server manager ui.png

You will be prompted to confirm that all users have checked-in their Projects and are not currently working in the SI Client. 

 

Confirm and click [Continue]:

 

confirm operation.png

 

On the next form, browse to where you want the backup to be created and click [Backup SI Server]:

 

backup location selection.png

 

You will be notified when the backup is complete.

 

backup confirmation.png

Restore

 

In the SI Server Manager, click the [Restore SI Server] button.

 

server manager ui.png

You will be prompted to confirm that all users have checked-in their Projects and are not currently working in the SI Client. Confirm and click [Continue]:

 

confirm operation.png

 

On the next form, browse to where your backup is and click [Restore SI Server]:

 

restore path.png

 

You will be notified when the restore is complete.

 

restore si server confirmation.png

 

 

You can also use Windows Task Manager to set up scheduled backups for your SI Server.

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