Snapshots: To Export and Import a Snapshot

The following activity will walk you through the process of exporting and importing a snapshot for tenants of an instance.

Attention: This activity is based on the U100 dataset. If you are using another dataset, or if any system settings have been changed in U100, these changes can affect the workflow of the activity and the results of the processing. To avoid any issues, restore the U100 dataset to its initial state.

Story

Suppose that the SweetLife Fruits & Jams company has a new hire, Peter Lai, who should complete training during his probation period. To complete the training, the new employee needs a copy of the production tenant.

Acting as a system administrator, you need to create a tenant in a sandbox (an instance of MYOB Advanced that has no production tenants) for the new employee. To move data between instances, you export a snapshot of the production tenant and import it to the test tenant. To save space, you take a snapshot with content limited to the settings and business accounts of the production tenant, and you prepare this snapshot for export.

Process Overview

For the purposes of this activity, you will use tenants of the same instance.

You will use the Tenants (SM203520) form to create a snapshot with content limited to settings and business accounts and to prepare the snapshot for export.

By using the same form, you will export the snapshot and then import it to the test tenant.

System Preparation

Launch the MYOB Advanced website, and sign in to a company with the U100 dataset preloaded (that is, the tenant you created for the course) as the system administrator by using the gibbs username and the 123 password.

Step 1: Creating a New Tenant

To create the test tenant, do the following:

  1. On the Tenants (SM203520) form, add a new record.
  2. In the Tenant Name box, type LaiF100.
  3. In the Login Name box, type LaiF100.
  4. On the form toolbar, click Save. Wait for the system to complete the operation.
    Tip:

    When you create a system tenant, you may or may not be signed out after its creation, depending on how many non-System tenants your MYOB Advanced instance has before the creation of the new tenant. When you have one non-System tenant (to which you are signed in) and you create a new one, the system signs you out to switch from single-tenant mode to multitenant mode. When the instance has more than one non-System tenant and you create another, it is already in multitenant mode. Instead of being signed out, you wait until the system completes the operation and then proceed.

  5. If you have been signed out, sign in to the tenant with the U100 dataset preloaded (that is, the tenant you created to perform the activities of this course) by using the gibbs username and the 123 password. You can see the new LaiF100 tenant if you open the User menu (on the right side of the top pane).
  6. If you have not been signed out, reload the webpage.

Step 2: Creating a Snapshot and Preparing It for Export

To create a snapshot to be used for moving data, do the following:

  1. On the Tenants (SM203520) form, open the tenant with the U100 dataset preloaded (that is, the tenant that you created to perform this activity).
  2. On the form toolbar, click Create Snapshot.
  3. In the Warning dialog box, which opens, click OK.
  4. In the Create Snapshot dialog box, which opens, specify the following settings:
    • Description: Snapshot for Lai
    • Export Mode: Settings and Business Accounts
    • Prepare for Export: Selected
    • Export Format: Binary
  5. Click OK. Wait for the system to complete the operation. The system adds the snapshot to the Snapshots tab.
  6. Verify that the Ready for Export check box is selected in the table for the snapshot with the Snapshot for Lai description.

Step 3: Exporting the Snapshot

To export the snapshot that you have created, do the following:

  1. While you are still on the Tenants (SM203520) form viewing the tenant with the U100 dataset preloaded, on the Snapshots tab, select the snapshot with the Snapshot for Lai description.
  2. On the table toolbar, click Export Snapshot.
  3. Perform the necessary steps (which depend on your browser and settings) to locally save the snapshot. While you are saving it, change its name to Snapshot_for_Lai.

Step 4: Importing the Snapshot

To import the snapshot, do the following:

  1. While you are still on the Tenants (SM203520) form, open the LaiF100 tenant.
  2. On the table toolbar of the Snapshots tab, click Import Snapshot.
  3. In the Upload Snapshot Package dialog box, which opens, do the following:
    1. Click Choose File and select the Snapshot_for_Lai.zip snapshot.
    2. Click Upload. Wait until the system completes the operation.

      The system adds the record with the snapshot's summary information to the Snapshots tab.

In this activity, you have created a snapshot whose content is limited to settings and business accounts and have prepared the snapshot for export. Then you have exported the snapshot and imported it to the test tenant.