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One of the many data management capabilities offered by the Synthesis Platform is the option to create and manage restore points for any analysis project. Within the context of Synthesis, the phrase "restore point" refers to an exact replica of the project at a particular point in time (i.e., a backup) that can be restored when and if it is needed. A restore point will include all the data that the project contained at the time the restore point was created, including information about the project properties, security settings and project owner.
There are a variety of ways that this functionality could be used, depending on your particular analysis process and data management requirements. For example, if you are about to begin a major revision to an existing project, you could choose to archive the original version as a restore point and then proceed with updating the project. This would ensure that the active projects in the database contain only the most recent information but also provide easy access to a fully editable copy of the previous version of the analysis if it is ever needed.
The following sections describe how you can manage restore points.
What's Changed? In previous versions of the software, restore points were known as Project Baselines.
If you are currently working in a project and you have any of the following permissions in the database:
Project owner.
"Create restore points" permission.
"Manage other repository settings" permission.
then you can create a restore point for the project at any time by choosing Project > Management > Restore Point > Create Restore Point or by right-clicking the name of the project in the project list and choosing the command on the shortcut menu.
IMPORTANT: When you create a restore point, any global resources used in the project are converted to local resources and stored with the backup. This ensures that you will have access to these resources upon restoration, regardless of what may have happened to the global resources in the interim.
To restore all data from an existing restore point, use the Restore Project command. This opens the Restore Project window, which displays a list of all existing restore points for the project, if any. You have two options:
Overwrite existing project allows you to roll back the current project to an earlier state. The restore process will complete as long as the project is not currently in use by another user. There is no undo for project overwrites. Therefore, it would be prudent to create a new restore point for the project before you overwrite it with one of the older restore points.
Create new project allows you to use the restore point to create a new project. You may enter a unique name for the new project. When the restore process completes, the new project will be accessible from the project list.
If you have the "Manage other repository settings" permission, you can manage all the restore points that have been created in the database by choosing File > Manage Repository > Restore Points.
This opens the Restore Points window, which displays the details for each of the restore points. This includes the date when the restore point was created, the name of the restore point creator, the project name and any additional notes that the restore point creator may have added to help identify the purpose or context of the restore point. In Xfmea/RCM++/RBI, the project profile that was used to set the configurable project settings is also displayed.
To create a new restore point, click the Create button. The Create Restore Point window will appear, which displays a list of all projects in the current database. Choose a project from the list, enter any notes that are appropriate to describe the purpose or the circumstances of the restore point and click OK.
To delete an existing restore point, select the row and click the Delete button or press DELETE. There is no undo for delete.
To create a new project that restores all of the data from an existing restore point, select the row and click the Restore Project button. You will be prompted to specify a unique name for the new project. When the process completes, you can close the Restore Points window and see that the new project is now accessible from the project list.
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