Backup/restore account data

Account data (cubes, reports and published reports) may be downloaded as an XML file in this way:

• Open "Manage Account" view (top-right menu)
• Click on "Backup Account Data" button
• XML file is a human-readable and it can be stored under version control like git; you can easily track changes with a diffs between commits.

This XML file can be restored on self-hosted SeekTable instance with an active "System/users admin" subscription:

• Login as a user with an installation "admin" rights
• Go to "Admin" → "User accounts"
• Choose an user account (where you want to restore the backup) and open account's form with a click on "Edit" button
• Click on "Restore Account Data":
  
• Choose a file to upload and the restore mode:
  • Keep record IDs, do not restore if IDs already exist: use this option to restore removed cubes/reports.
  • Keep record IDs, overwrite existing records with same IDs: use this option to transfer/update account data between SeekTable instances.
  • Generate new record IDs: use this option to 'clone' cubes with reports.

With backup/restore functionality it's easy to organize a typical development flow: use 'development' SeekTable instance to configure cubes/reports, then restore them on 'staging' SeekTable instance (for QA) and finally publish a new version on 'production' SeekTable instance simply by restoring the backup file with an appropriate restore mode.

Backup/restore app data

To backup self-hosted SeekTable installation it is enough to make a copy of files in the docker volumes db-volume and csv-files-volume + docker-compose configuration files.