Objective
After completing this lesson, you will be able to perform a database backup and restore.
Data Manager Self-Service Overview
The Data Manager Self-Service application is a graphical interface that allows you to perform data backup and restore procedures. A backup is a copy of the database schema and data. This information can then be restored into the original or another database. These operations also support data migration between environments; for instance, when developing or testing new features.
Data Manager Self-Service is included with Incentive Management; however, to access it, the user must have permission to access the Data Manager application in the Incentive Management Portal.
To grant access to Data Manager Self-Service:
Steps
From the Incentive Management Portal, open the User Administration page.
Select a role.
Under the Permissions list, select Add.
Set the Type to Application.
Set the Asset to Data Manager.
Under Actions, enable the Access switch.
Select Save.
Result
Once access is granted, Data Manager Self-Service will appear in the application picker.
To start a new backup operation:
Steps
From the application picker, select Data Manager Self-Service.
Select Create New.
Select the backup settings:
Source Tenant is the environment you are using. This will be greyed out.
Backup Settings: Options are TCMP and EXT. TCMP contains all core Incentive Management schema objects, including tables, views, stored procedures, functions, packages, and synonyms., and EXT contains all custom (external) objects.
Backup Mode Options: Select Full, Calculation Results, Sales Portal Data, or None.
Select Backup Now.
To perform a database restore:
Steps
From the record of the successful backup, select the Restore button.
Select a target tenant.
Select Restore Now.
Summary
- Data Manager Self-Service is a GUI for backing up and restoring database schema and data, enabling restores to the same or another database and supporting environment migration (e.g., development/testing).
- Included with Incentive Management; access requires permissions via the Incentive Management Portal: User Administration→select role→Add Permission (Type: Application, Asset: Data Manager)→enable Access→Save.
- To start a backup: open Data Manager Self-Service→Create New→select settings (Source Tenant fixed; Backup Settings: TCMP for core schema, EXT for custom objects; Backup Mode: Full, Calculation Results, Sales Portal Data, or None)→Backup Now.
- To restore: from a successful backup record, select Restore→choose target tenant→Restore Now.
