Editing and Managing Snapshots (2.13)

Editing a Snapshot

To edit a snapshot:

1. Click the Snapshot icon in the application menu.

2. Click the snapshot you want to edit.

   The snapshot definition is displayed.

3. Click Edit .

4. Make changes in the same way as when you create a snapshot.

   If you change the SQL query used in the snapshot, click Parse Query so that the system can update the structure of the associated table , if needed. If the snapshot definition now defines a different set of columns, the system automatically generates a new table that has the required columns. The older table is left alone. The system displays an informational message about this change.

5. Click Publish to publish the Snapshot, or save your draft with Save Draft .

   Or click Delete Draft to cancel your edits.

Moving a Snapshot Into or Out of a Group

You can move a snapshot into a group or out of all groups via drag and drop. The system also proves a menu option, as follows:

1. Click the Snapshot icon in the application menu.

2. If the snapshot is currently in a group, expand that group.

3. Click the Menu icon next to the snapshot name.

4. Click Move to other group .

5. Select a group name (or select Ungrouped if this snapshot should not be in any group).

Note that you cannot move a snapshot into a group that has been deleted.

Retagging a Snapshot Run

If you have run a snapshot, you can change that tag that is associated with any particular run of that snapshot. To do so:

1. Click the Business Scheduler icon in the application menu.

   The system displays a table that lists the items that are currently scheduled. If needed, use the filters at the top of the table to narrow down what is shown.

2. Double click the task, or click the Menu icon in the row for the task. Click View Task . The run history is displayed.

3. In the row for the run that you want to retag, click the Edit icon in the Snapshot Tag Name column.

   Tip:

   The Edit icon won’t appear until the task is done running.

4. Type a new tag, up to 128 characters in length, and press Enter.

Deleting a Snapshot

Deleting a snapshot disables any promotion activities that reference it. Deleted snapshots remain recoverable until permanently deleted. To delete a snapshot:

1. Click the Snapshot icon in the application menu.

2. Click the snapshot you want to delete.

   The snapshot definition is displayed.

3. Click Delete Snapshot.

4. Click Delete to confirm.

Recovering a Snapshot

You can recover deleted snapshots, but only if they belong to an active snapshot group or are ungrouped. Snapshots in deleted groups cannot be recovered unless the group is first restored.

To recover a deleted snapshot:

1. Click the Snapshot icon in the application menu.

2. Click the Filter icon. Then click Show Deleted Groups and Snapshots. Click Apply.

3. Click the deleted snapshot you want to recover.

   The snapshot definition is displayed.

4. Click Recover .

The snapshot is immediately restored and can now be used.

Permanently Deleting a Snapshot

When you delete a snapshot , it is possible to recover it. You can also permanently delete a snapshot (so that it cannot be recovered). To do so:

1. Delete the snapshot as previously described or delete the group to which it belongs.

2. If you deleted the group:

   1. Click the Filter icon.

   2. Then click Show Deleted Groups and then click Apply .

3. Click the Menu icon next to the snapshot name.

4. Click Permanently Delete .

5. Click Delete to confirm.

When you permanently delete a snapshot, the system also deletes the following items:

• Any scheduled tasks that run the snapshot.

• All run history associated with the snapshot.

• Any promotion activity items that reference the snapshot .

See Also

• Defining Snapshots

• Scheduling and Running Tasks

• Viewing Run History

• Managing Snapshot Groups