Snapshots Tree

This tree allows users to manage local and remote snapshots. Remote snapshots are snapshots that were synced using Snapshot Sync setting to sync from a FIN Network project or dragged & dropped into the local project from a remote FIN Network project.

Making a snapshot

1. Select on the App Launcher icon on the top left

2. Select on DB Builder tile under System Integrator apps

3. Locate and click the Snapshot tree, this will display all available snapshots if any

4. Click on the Make Snapshot button to make a new snapshot

   Open

   

5. A progress bar will appear

   Open

   

6. Once it is complete, the snapshot will appear in the list of available snapshots

Backing up a snapshot

1. Select the snapshot in the list to back up

2. Click on the Backup button

3. Once selected, a prompt will appear to allow the user to choose where to save it on the machine

Restoring a snapshot

1. Select a snapshot in the available list if any to restore

2. Click on the Restore button to restore the project to the snapshot state

3. A popup called Restore Snapshot will open

4. For more information read the following: Folio Menu | Restore

5. Click on Restore to start the process

Delete a snapshot

1. Select the desired snapshot(s) to delete

2. Click on Delete button to delete

3. A prompt will appear to confirm

4. Once confirmed, that snapshot(s) will be deleted

Convert to Local Snapshot

1. Click on the snapshot to convert

2. Click on the Convert to local snapshot button to convert the snapshot as a local snapshot

3. Once selected, the below Convert Remote Snapshot to Local popup will appear to confirm converting it as a local snapshot

4. Once converted, a copy will appear as a local snapshot.

Uploading snapshot to the cloud manually (DB Builder)

In order to be able to upload to the cloud, the Cloud app needs to be registered to Edge2Cloud and status needs to be ‘Connected’.

5. After the progress bar reaches 100%, the FIN Snapshot overview will be updated with the latest information and display the last cloud upload timestamp.

Uploading snapshot to the cloud manually (Folio)

In order to be able to upload to the cloud, the Cloud app needs to be registered to Edge2Cloud and status needs to be ‘Connected’.

1. Select App Launcher icon located on the upper left

2. Select Folio tile under Advanced applications

• Select the Menu option

Automate snapshots to the cloud

In order to be able to upload to the cloud, the Cloud app needs to be registered to Edge2Cloud and status needs to be ‘Connected’.

1. Select App Launcher icon located on the upper left

2. Select Jobs tile under Advanced applications

3. Select Create New in the jobs menu

4. Once select, a Create New Job popup will appear.

   1. Add a name for the job

   2. Then add one of the following funcs depending if you would like to push rolling or permanent snapshots to the cloud.

      1. For rolling, use this, but replace ‘demo’ with the project name: finProjBackup(@p:demo).finEdge2CloudCreateRollingBackupSync()

      2. For permanent, use this, but replace ‘demo’ with the project name: finProjBackup(@p:demo).finEdge2CloudCreatePermanentBackupSync()

      3. Rolling (recommended) - overwrites the eldest rolling backup.

         • Edge2Cloud Stores 3 rolling backups per device (FIN instance)

         • The oldest rolling backup is automated deleted when the fourth backup is created

      4. Permanent - does not overwrite any permanent backups

         • Edge2Cloud stores five backups; if a sixth backup is created, an error will be thrown as permanent backups cannot be automatically overwritten

   3. Then select the desired frequency to upload to the cloud.

5. Once done, apply and that’s it. It will now run based on the frequency and upload a snapshot to the cloud.

Edge2Cloud Backups Location

Once uploading a snapshot to the cloud, a user with the DeviceAdmin role can view, download or delete backup information. The backups are available as a tab under a device's summary page in the Edge2Cloud portal.

1. Login to the organization in Edge2Cloud.

2. Navigate to the Devices tab on the left menu or under the organization view and find the device in which the project belongs to.

3. Once the device is found, click on it to get that device’s overview screen.

4. In the overview screen of that device, the user with the DeviceAdmin can find the “Backups” tab.

5. In the Backups tab is where the user can view, download, or delete the snapshots that were upload to the cloud.