/
[WIP] Best Practices for Cloning and Restoring (Backup My Org)

[WIP] Best Practices for Cloning and Restoring (Backup My Org)

This content is archived.
One already exists. Added contents from here to: https://geo-jobe.atlassian.net/wiki/spaces/GJKBASE/pages/2631467009/Best+Practices+for+Cloning+and+Restoring+ArcGIS+Organization
Learn more

Note: Formatting of the spreadsheet data is normally completed through Microsoft Excel. However, it can also be completed via Google Sheets, by uploading/importing the backup/restore .csv file from the local device where it is stored. A restore planning template can be found here:

  1. Located in the Backup Logs, select the ‘View’ button for the restore that you wish to export, and click the ‘Export Restore Planning CSV’ button which will download the backup .csv file to your local device.

  2. This will export a csv with the following columns:

    1. Content Type (Whether the content is an Item, User, or Group)

    2. ID (The Item or Group ID, or the user username of the content)

    3. Title (The title of the item or group, or the user username)

    4. Type (The item type, group sharing type, or user role)

    5. Backup Status (Whether the content was backed up successfully or not)

    6. Owner (The item or group owner, this column is blank for users)

    7. Backup URL (The original URL of items in the backup, if they have one)

    8. Backup Errors (All logged errors the content had in the backup, if any)

    9. Restore Step (The order the content should be restored in, for known content types. If blank, up to the user when this content type should be restored.)

    10. Restore Substep (Blank by default, used to split larger restores into chunks for ease of restoration)

    11. Restore Operator (Who is doing the restoration of this content. This is useful when multiple people are working together on a large restore.)

    12. Restore Status (Whether the restoration is successfully completed or not)

    13. Restore Errors (Errors that have occurred during the restoration of this content)

    14. Restore ID (The item ID of the restored content, to be used in rewiring)

    15. Restore URL (The URL of the restored content, to be used in rewiring)

    16. Testing Status (Whether the content has been tested manually)

    17. Testing Errors (Any errors found during manual testing)

  3. In your spreadsheet editor, select the freeze tool and lock in the column headers, or first row.

  4. If restoring more than 50 of any given content type, it is ideal to break out the collection with the substeps column with each collection holding 50 at a time. The amount of content in each substep can be more or less depending on your comfort level and item type restore complexity with Backup My Org. However, we would not recommend results more than 100 at a time in the restore log. Splitting the restore items into smaller substeps helps for better manageability.

  5. Postprocessing Rewire:

    1. Find an item with an old id in source org (or planning .csv file),

    2. Find corresponding item in destination org (or planning document restore id column),

    3. Repeat step for URLs.

  6. Rewire relationships:

    1. Find an item with an old id in source org (or planning .csv),

    2. Find corresponding item in destination org (or planning document restore id column),

    3. If the item does not yet exist, this can be left blank.

  7. Under the Testing Errors column, be sure to record any errors while completing a spot checking test, preferably for more complex items, OR individual items.

Attachment: