Backups
Use the Backups section to copy all or part of the Management Console configuration into a file to back up or export data. If necessary, you can use the file to perform a restore or import operation.
It is important to understand the difference between creating/restoring a backup and exporting/importing a project.
Creating and Restoring a Backup
A backup contains all of the Management Console configuration, including all schedules and all projects in the repository, and it can be restored only in its entirety. It may be used to restore the system after data loss, or when upgrading to a later version of Kofax RPA. In the latter case, you will create a backup of the old instance of the Management Console and restore it into the new instance.
Exporting and Importing a Project
Use the Export Project feature to create a file with information pertaining to a single project. This comprises the schedules, robots, types, resources, OAuth, and Robot File Systems within the project. Such a file may be used to copy schedules, robots, and so on, from one Kofax RPA system to another. For example, when moving from a test environment into production. It is possible to import into an existing project on the target system; in this case, items from the file are merged into the project, overriding present items when names match. It is also possible to do a selective import that includes only some items.
Create a Backup
- To create a backup, in Create backup. , click
- Click Create.
- When the backup is ready, it is downloaded to your computer.
Export a Project
- To export a project, in Export project. , click
- Select the project to export.
- Click Export.
- When the export project is ready, it is downloaded to your computer.
Export a Project by Name
You can also export a project by name using the following URL. For example, it can be useful if you need to back up a project using API.
http://user:password@localhost:8080/ManagementConsole/secure/BackupProjectByName?projectName=MyProject
In this URL, replace the following parts with you actual data:
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user:password: User credentials to access the Management Console.
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localhost:8080/ManagementConsole: URL to the Management Console.
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MyProject: Name of the project to export.
Restore a Backup
- To restore a backup, in Restore backup. , click
-
Click the
paper clip sign to select a backup file to restore, select the file on your computer, and then click Open.
-
Select
Merge or
Reset.
-
Choose Merge to merge the settings of the backup into the current version of the Management Console.
Those settings that are missing in the backup, that is, settings that did not exist in an earlier version when the backup was created, keep their custom value.
-
Choose Reset to reset all the settings before restoring a backup.
Those settings that are missing in the backup, that is, settings that did not exist in an earlier version when the backup was created, are reset to their default value.
-
- Click Restore.
- When the restore is complete, click Close.
Import a Project
- To import a project, in Import project. , click
-
Select the items to import.
Available options include:
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Import schedules
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Import robots, types and snippets
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Import resources
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Import OAuth
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Import permissions
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Import Robot File Systems
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Import trigger mappings
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Import email triggers
-
-
Click the
paper clip sign to select a project file to import, select the file on your computer, and then click Open.
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If a project with the same name already exists and you want to replace it with the newly imported project, select Delete project if exists. If you do not select this option, the changes are merged into the existing project.
-
- Click Import.
- When the import is complete, click Close.