Backup and Restoration

  • Last update:  2022-07-20
  • Ⅰ. Overview

    1. Version

    report server version

    Functional changes

    5.1

    -

    5.1.8

    1) The   system using the built-in database supports the backup and restore function

    2)   Added automatic backup failure reminder

    5.1.11

    After   restoring a backup of a certain version, the restored version will not be   automatically deleted

    5.1.14

    For   added security, random characters are appended to the names of automatically   backed up files

    2. Application scenarios

    ·       Users need to use the old version of the plug-in, but only the latest version of the plug-in can be found in the plug-in management.

    ·       Users mistakenly delete important report and dashboard templates.

    ·       After the user updates the JAR, for some reason they want to roll back.

    3. Function introduction

    The platform provides the function of backup and restoration, and supports backup and restoration of "Platform Configuration", "Report Template", "BI Template", "JAR Package", and "Plugin" . As shown below:

    2022-07-20_15-25-13.png

    4. Unsupported scenarios

    1) For projects before version 5.1.8, if the platform database is "built-in database", the backup and restore function is not supported. 

    To use the backup and restore function, please configure an external database first .

    2) The compressed deployment of War package does not support backup and restoration, and the uncompressed deployment of War package supports backup and restoration.

    package is deployed under WebLogic , it is compressed and deployed by default. When deploying War packages under WebSphere and Tomcat , the default is uncompressed deployment.

    Ⅱ. Backup

    1. Set the backup path

    Note: Only super administrators can set this path.

    The super administrator logs in to the data decision system, clicks "Manage > Intelligent Operations > Backup and Restore", clicks the "Global Settings" button, and sets the backup path, as shown in the following figure:

    default backup path is . ./ backup , and the backup files are stored in the project's % FineBI %/webapps/ webroot /backup folder.

    Users can modify the backup folder to other folders, but saving to a non-project path is not supported.

    . ./ when modifying the backup path , the backup file will be stored in the project's % FineBI %/webapps/ webroot /WEB-INF folder

    2022-07-20_15-34-52.png

    2. Backup method

    On the "Platform Configuration", "Report Template", "BI Template", "JAR Package", and "Plugin" tab pages, both manual backup and automatic backup are supported.

    Note: If you need to back up the "BI Template", please back up the "Platform Configuration" at the same time, in order to successfully restore the dashboard in the future.

    1) Manual backup

    Click "Manual Backup", a dialog box pops up, you can customize the name, click "OK", the manual backup is completed. As shown below:

    2022-07-20_15-37-08.png

    2) Automatic Backup

    The super administrator can set the "Backup Frequency""Number of Copies", "Backup Capacity", and "Backup Failure Reminder" for automatic backup in "Global Settings". As shown below:

    2022-07-20_15-34-5.png

    of each setting item is shown in the following table:

    setting item

    illustrate

    Precautions

    Backup frequency

    The   default is "weekly", and the automatic backup time is 2 am

    -

    Maximum   number of copies

    The default upper limit of   automatic backups for each module is 5 copies

    When the number of copies has   reached the upper limit, the oldest automatic backup will be deleted when a   new automatic backup is made.

    The modification of the upper   limit of the number of copies will not take effect immediately

    The next time the backup is   triggered, it will be automatically detected and will take effect

    Backup capacity

    The automatic backup of each   module can occupy the disk and the default is 1024 M

    When the disk capacity is full,   when doing a new automatic backup, delete the oldest automatic backup

    After the backup capacity is   modified, it will not take effect immediately

    The next time the backup is   triggered, it will be automatically detected and will take effect

    Backup failure reminder

    If the automatic backup fails,   the system can use "SMS Reminder", "Platform Message",   "Email Reminder"

    This   function is supported by projects with version 5.1.8 and above

    SMS   reminder needs to "enable SMS function", please refer to SMS   for details. 

    Email   alerts require "Configure Email Service". For details, please refer   to Email 

    3. Backed up files

    The backup files are stored in the % FineBI %\webapps\ webroot \backup directory by default, and the specific locations are shown in the following table:

    Note 1: The super administrator can modify the storage location of backup files, please refer to Section 2.1 of this article.

    Note 2: For versions 5.1.14 and later, to improve security, random characters will be added to the names of the files that are automatically backed up, instead of garbled characters.

    Backup content

    Introduction

    Backup the resulting folder

    Platform configuration

    Platform settings for the backup system

    config

    report template

    Backup the templates in the % FineBI %\webapps\ webroot \WEB-INF\ reportlets folder

    reportlets

    BI templates

    Backup   the templates in the % FineBI %\webapps\ webroot \WEB-INF\dashboards folder

    dashboards

    JAR   package

    Back   up the JAR packages in the % FineBI %\webapps\ webroot \WEB-INF\lib folder

    jar

    plugin

    Backup system installed plugins

    plugins

    Taking the platform configuration as an example, the backup files are under % FineBI %\webapps\ webroot \backup\config , where manual: manual backup ; auto: automatic backup . As shown below:

    1598266271573705.png


    4. Delete backup

    Check the backup you want to delete, click "Delete", confirm the deletion, you can delete the previous backup, the automatic backup and manual backup operation steps are the same, as shown in the following figure:

    2022-07-20_15-48-20.png

    Ⅲ. Restore

    1. Notes

    1) The restored version is automatically deleted

    ·       FineBI projects of version 5.1.11 and later, after restoring the backup of a certain version, the restored version will not be automatically deleted, and the current version will be automatically backed up.

    For example, a plug-in is backed up at zero o'clock on the 1st, and backup A is generated.

    When No. 2 zero point restores backup A, it will automatically back up the plug-ins used in No. 2 zero point project to generate backup B. And after the restore operation is complete, backup A still exists.

    ·       FineBI projects of versions before 5.1.11 , after restoring the backup of a certain version, the restored version will be automatically deleted, and the current version will be automatically backed up.

    For example, a plug-in is backed up at zero o'clock on the 1st, and backup A is generated. When No.
    2 zero point restores backup A, it will automatically back up the plug-ins used in No. 2 zero point project to generate backup B. But after the restore operation is complete, backup A will be automatically deleted.

    If the content to be restored is more important, please back up the corresponding folder in Section 2.3 again before restoring. Or contact technical support for assistance with the restore operation.

    Technical support contact information: QQ "800049425", telephone "400-811-8890".

    2) Some JARs do not support reverting to certain versions at the platform configuration

    When restoring, some JARs do not support restoring to certain versions in "Platform Configuration", as shown in the following table:

    Current project JAR version

    Revert to JAR version

    2019-11-08, 2019-12-20,   2020-01-15

    2020-04-03,   2020-05-19, 2020-07-17

    2019-04-30, 2019-06-14,   2019-07-15

    2019-08-15, 2019-09-18,   2019-11-22

    2. Restoration method

    Click the backed up files under manual backup/automatic backup, click the "Restore button", click the "OK" button and then pop up "Restore completed, please restart", restart the server to take effect, as shown in the following figure:

    2022-07-20_15-49-54.png

    2022-07-20_15-51-52.png

    There are some ways in which different content restoration takes effect. The details are shown in the following table:

    restore content

    describe

    Platform configuration

    restarting   the project , the restoration takes effect

    Note:   The platform configuration does not support 2019-11-08 to 2020-07-17

    report   template

    No need   to restart, take effect immediately

    ·         There is no template in the   current project, and some templates in the backup will be added

    ·         Templates in the current project   and in the backup will be overwritten and updated

    ·         Templates in the current   project but not in the backup will be retained

    BI   template

    No need   to restart, it takes effect immediately. However, you need to restore the   "Platform Configuration" at the same time to restore the dashboard

    After   restoring, all dashboards under the current project will be deleted and   replaced with the backup dashboards

    JAR   package

    restarting   the project , the restoration takes effect

    plugin

    No   need to restart, take effect immediately

    Note: When restarting the server, it is necessary to ensure that the server is shut down normally, and the server cannot be shut down violently, such as directly forking off the running window of the Tomcat server.

     


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