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Clean Up Content
As your ArcGIS Organization ages, it is likely that you will have broken, out of date, or unused content. Content that has broken links or other errors will not clone successfully. Depreciated or unused content will just take up extra space in your organization. We always recommend cleaning up the content in your ArcGIS Organization before starting a cloning operation. To support this process, we have created Clean My Org.
Set up Custom Roles
On the destination server, be sure to set up any Custom Roles that may be needed. This will make rewiring user roles easier once restoration begins.
Supporting Content
Some content will need to be copied over, backed up, or migrated manually. These are typically things that other content will rely on being in place before they are created, but are not something that BMO currently supports (due to how publishing content works with the various APIs).
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Publish Map and Feature Services
This section only pertains to when cloning from one ArcGIS Enterprise Organization to another ArcGIS Enterprise Organization.
When you publish a Registered Feature a service that is not a Hosted Service, you set up your data (such as an Enterprise Geodatabase) and point a layer in your ArcGIS Organization to look at it. When you are migrating content from one Organization to another, you want to make sure the data is set up properly in the target Organization as well. In the case of Registered Feature non-Hosted Services, you will need to republish the services in the new ArcGIS Organization in order to ensure the target Organization will be able to access the information properly.
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Backup My Org has the ability to clone content from one ArcGIS Organization to another. While it is hypothetically possible to clone an entire Organization all in one go, we highly recommend breaking the process down into several smaller steps. This allows for a more stable migration, easier rewiring of various components after the cloning, and better error management.
After cloning content, there will often be a post-processing step. During this process, you can review URLs, Esri IDs, and other content that BMO could not directly rewire. Here you can specify custom URLs, IDs, or other changes that may need to be updated in the target ArcGIS Organization.
Cloning Users
In Backup My Org (BMO), you will want to begin by cloning the Users you want to move from the source Organization to the target Organization.
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If there isn’t a match, BMO will suggest you create a new user in the target Org with that user’s information.
If it does find a match, BMO will suggest you restore the user from the source Org to that user. If you do so, the user in the target Org will have their information overwritten with the information from the user in the source Org. If you do not want to do this, we recommend you create a new user instead (you will be prompted to provide an alternative username for the new user).
Clone Groups
After you have finished cloning the users, you may begin cloning the groups. At this time, we do not have any recommended special considerations for cloning groups.
Clone Items
We highly recommend cloning items in batches based on the item type. By breaking the cloning part into segments this way, you ensure that any supporting content (like a web map) has been cloned before something that needs them (like an application). This also gives you the opportunity to identify any hiccups in the cloning process and address them before they become more complicated.
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NOTE: while there is a notable variety of item types, they are not all supported for cloning in Backup My Org. This may be because the REST API currently doesn’t share enough information for the item to be cloned successfully, because the Products team is still developing and testing the workflow, or a variety of other reasons. If you would like to double check the list of unsupported item types, you may do so here. If there is an item type you specifically need help with, reach out and we will see what we can do.
Clone Groups
After you have finished cloning the users and items, you may begin cloning the groups. At this time, we do not have any recommended special considerations.
Testing
Test to make sure content is working properly in the new environment.