Backup and Restore

The Backup & Restore option allows Hero Platform_ administrators and privileged automation designers to export and import Hero Platform_ metadata. 

Automation Hero recommends not changing the file name or contents of an exported backup. 

If the file name must be changed, the English alphabetic characters, digits, and underscore character are supported.

In order to successfully use the Backup or Restore features, enable the pop-up window feature on your browser. 

Export Backup

Export the metadata within Hero Platform_ to an outside file system.

To export Hero Platform_ artifacts:

  1. Select Administration from the navigation menu.
  2. Select Backup & Restore.
  3. Click Export backup.

  4. Select a file system type:
    • Dropbox File System
    • FTP File System
    • SSH File System
    • Hero Platform_ File System
    • S3 File System
    • Microsoft Drive File System
    • Download (local file system)

  5. Select a matching Connection or click Create new to add a new file system Connection.
  6. Select a location in the file system to export the backup.
    Click Next.

  7. Mark the entities to export.

    Categories available for export:

    • All Entities
      • Certificates
      • Connections
      • Containerized functions
      • Containerized images
      • Documents
      • Flows
      • Inputs
      • Insights dashboards (and its metrics data)
      • JavaScript functions
      • AI Document Models
      • Outputs
      • Settings
      • Users
    • Data Store Data
      • Buckets (only exporting the schema but no data)
      • Data (exporting the schema and the data
        • Individual versions of Data Store data can be selected.

    Click OK to start the export.

    If a top level category (example: All Flows) is selected, all entities in that category will be exported.  

The export begins and a status window is displayed.

A large (multi gigabyte) export may have a few minutes delay before beginning to process.

Hero Platform_ supports backup exports under 45 GB. If the backup to be exported is over 45 GB, Automation Hero recommends breaking the export into parts as to not exceed the size limit. 


When complete, the export arrives in the file system as a .zip file with the title: Backup_<TIME STAMP>.zip

       

Restore Backup

Restore the metadata within Hero Platform_ from an outside file system.

To restore Hero Platform_ artifacts:

  1. Select Administration from the navigation menu.
  2. Select Backup & Restore.
  3. Click Restore backup.

  4. Select a file system type where the backup is located:
    • Hero Platform_ File System
    • S3 File System
    • Microsoft Drive File System
    • DropBox File System
    • FTP File System
    • SSH File System
    • Upload (local file system)

  5. Select a matching Connection where the backup is located or click Create new to add a new file system Connection.

  6. Select the Hero Platform_ artifact backup file.
    Click OK to begin downloading the backup file.

    In the event that a Data Store artifact is being restored and that artifact already resides within Hero Platofom_, the Data Store data is appended rather than replaced. 





    A large (multi gigabyte) import may have a few minutes delay before beginning to process.

  7. If any artifacts from the backup are already present in Hero Platform_, a window is displayed that allows the user to mark which artifacts should be overwritten.
    Click OK to finish restoring a backup.

           The artifact restoration begins and a status window is displayed.

          


In the event that a Data Store artifact is being restored and that artifact already resides within Hero Platofom_, the Data Store data is appended rather than replaced. 

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