Application metadata backup in OneStream
Backing up the application metadata gives you a snapshot of the metadata at a specific time. When you do this regularly, you can compare the current metadata in the application to any historical configuration. This can be very useful when you want to identify changes or restore metadata. This blog will demonstrate how to create and automate a zip file with all application metadata.
Extensibility Rule
Create a new Business Rule, name it "FXT_BackupZipAllMetadata," with the type "Extensibility Rule." Paste the prepared script into the new Business Rule.
Data Management
Create a Data Management Step with the type "Execute Business Rule" and link the business rule created above. Create a sequence with the same name and add the step to the sequence. When executing the sequence, the zip file is saved in the File Explorer under the folder: File Share > Applications > Data Management > MetadataBackup.
Task Scheduler
The OneStream Task Scheduler is a way to automate tasks such as creating a backup file. Use the scheduler to create a recurring task with the data management sequence created in the block above. The task can then be scheduled in the calendar at a specific time and frequency.
File Explorer
All zip files are stored in the application folder in the file explorer. From here you can download the backup file to a local folder. The Solution Exchange solution "File Explorer Manager" can also be used to copy, download and edit files and folders.
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