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UPDATE: As of 2021, ArcGIS content migration (such as items, groups, and users) from one organization to another is now transitioned from Admin Tools for ArcGIS to a more in-depth backup tool in Backup My Org.

Our products have gone a long way over the years since their first iteration. Though, a common misconception with our GEO Jobe products and handling ArcGIS items is that the process of copying items and cloning items are synonymous, when in fact, they are very much different functionalities. In this article, we will cover the differences between the two and explain in-depth the steps to running both tasks in their respective GEO Jobe products.

Copy

The Copy Items tool is an exclusive GEO Jobe feature in Admin Tools that creates a new item as a pointer to the original source, which is ideal for multiple users that are all working on the same content in an organization. The tool works by selecting the item(s) a user wishes to make duplicates of and then choosing the target user that will own the copied content. The original item(s) that’s duplicated will still remain with the source user. It’s useful tool for replicating items when endpoints will remain in the same organization that the item(s) is originally sourced.

If you currently own a version of Admin Tools, here is a step-through for using the Copy Item feature:

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  1. From the Admin Tools Home page, navigate to the Items tab.

  2. Under the Create section of the Items tab, click Copy Items.

  3. Select Items: Once accessing Copy Items, locate and select the item(s) that you wish to create copies of. Press “Next”.

  4. Select New Owner: Select the user that you wish to own the duplicated item(s). Press “Next”.

  5. Select Owner Folder: Select or create a folder where the item(s) will be stored. You can opt to storing the item(s) in your user’s main ArcGIS contents folder by selecting “/”. Press “Next”.

  6. Confirmation: Review your selections in the confirmation page. If everything is verified, you can press “Run Tool”. If successful, your result will be as shown…

image-20240730-154839.png

Clone

Formerly a feature in Admin Tools, cloning has migrated over to Backup My Org as an all-in-one tool that handles both the backup and restoring process in a single tool. A more complex procedure is followed with items, groups, and/or users backed up from source content and then cloned/restored with different endpoints. It also offers more configurable options that help to refine the way ArcGIS content is cloned. With an ArcGIS items' hosted dependencies configured automatically, they are no longer pointing to the original data source it was cloned from. Ideally, cloning is greatly utilized for migrating content from one ArcGIS organization to a different one.

If you currently own a version of Backup My Org, you can access this tool by following the steps:

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  1. From the Home page, start by selecting Clone button.

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  1. From the Cloning Options page, select the Source Organization (to be replicated) where your original items are located. Then select the Target Organization where your new items will be replicated to. Note: All other settings are preferential. Press “Next”.

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  1. From the Choose Your Cloning Option page, you’re given 3 options to select from. Clone Entire Organization is as described and will replicate every item existent in your Source Organization to your Target Organization. Quick Filters will narrow down your items search to a collection of items that fit your queried search. Advanced Filter is a custom search option where you can select specific item(s) to clone. For this demonstration, we will select Advanced Filters.

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  1. From the Content Selection screen, click the “Add Items” button. A modal will appear with a collection of your org item(s), so choose the ones that you would like to clone. In the example below, there is one already selected. Proceed by clicking “Step 2: Cloning Information”.

advanced filter cloning content selection.png

  1. Once confirmation has been made during the Advanced Filter Cloning/Confirmation, proceed to Step 3: Being Backup Preprocessing”. This will conclude the backup portion of the cloning process and transition the user over to the restoring process.

advanced filter cloning.png

  1. Once the Backup Preprocessing is completed, all dependencies or associated items will be rendered into a visual node tree. During this step, you can select which items, groups, or users are included in the backup. Select all nodes (highlighted in green) that you wish backup and proceed to clicking the “Start Cloning Backup”. Upon click, a confirmation modal will appear, before the backup takes place. Proceed by selecting “Confirm”.

dependency tree-20240925-205343.PNGpreprocess backup conf.PNG

  1. Once the backup process is completed, the backup results can be reviewed prior to cloning/restoring your backup. When ready, click the “Clone” button to proceed.

backup status.pngbackup conf-20240926-134229.PNG

  1. In the Restore Prescan, all content in the backup is processed before configuration can be made for cloning/restoration. Once completed, click the “Next: Restore Configuration” button.

restore prescan.png

  1. An important step in the cloning process is the restore configuration. Restore endpoints are established for all of the content in the backup. Once all user(s), group(s), and/or item(s) are configured, select the “Next” buttons to proceed to the Confirm Configuration page.

advanced cloning restore user config.pngmissing configuration.png

  1. Review all configurations made before restoring/cloning all configured content. Once confirmed, click the “Restore” button to finalize the task.

advanced cloning restore confirm configuration-20240926-162226.png

  1. During postprocessing, all content status are completely processed for cloning/restore.

advanced restore restore status-20240926-162357.png

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