Best Practices for Backing Up and Restoring Your System

About Backups and Restores

To ensure the integrity of your SAS Intelligence Platform installation, you should establish a formal, regularly scheduled backup process. It is important to back up all of the following items at the same point in time so that related information will be synchronized if a restore becomes necessary:

your metadata repositories, the repository manager, the metadata journal file, and the metadata server's configuration files. SAS provides a macro called %OMABAKUP that creates correct backups of these files while minimizing disruptions in service. Backup and restore programs that use this macro are provided with your installation. You can also use the Backup Wizard in SAS Management Console to create and run %OMABAKUP jobs without writing code, or you can write your own backup and restore programs that use the %OMABAKUP macro.

CAUTION:
If you choose to use operating system commands to back up your metadata repositories and the repository manager, instead of using the Backup Wizard or %OMABAKUP, then you must be sure to pause the metadata server to an Offline state before performing the backup. If the metadata server is Online or is paused to an Administration state, then the backup files will not be usable.
the SAS Content Server, the SAS Table Server, and the physical content that is stored in files and databases. Because the Backup Wizard and %OMABAKUP do not back up these files, you must use operating system commands or third-party tools to back them up.

In addition to performing regular full backups, in certain situations it might be appropriate to back up specific objects or folders in the SAS Folders tree. In these situations, you can use the promotion tools, which include the Export SAS Package wizard, the Import SAS Package wizard, and the batch export and import tools. For details, see Using the Promotion Tools.

Before you back up your SAS Intelligence Platform installation, read the following information:

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