Customer Configuration Backup/Restore Functionality

Customer Configuration Backup/Restore Functionality

Customers may need to restore Extension Manager configuration after an incorrect configuration has been applied. It is advised to backup configuration regularly – after any changes are made, or even periodically.
The configuration should also be backed up before making major configuration changes in case the previous configuration must be restored.
Taking the backup of Extension Manager configuration is the responsibility of each customer. The procedures to do the backups follow:
  1. Freeze changes to the EXM configuration, i.e. ensure no one is making configuration changes during the backup procedure.
  2. Back up the EXM configuration as explained in the sections below. Save an original copy of the configuration for restoration if required.
  3. Make the required changes. If adding extensions/sites/departments, changes may be made by modifying a copy of the backup from step 2 and the file re-imported.
  4. Verify that the changes have been implemented as expected. If necessary, restore the configuration to its original state be re-importing the backup, use the optional flag to reset the existing incorrect configuration.
  5. Unfreeze changes to the EXM configuration.
Each customer must take the backup of Extension Manager configuration customer. The procedures to take the backup follows:
There are two categories of changes.
  1. The
    Licensing Changes
    – everything that is marked on the Provisioning Manager Customer Administrator Guide related to licensing applies to the Extension Manager Customer Administrator Guide. The only difference is that the Extension Manager Licenses/Summary page has an extra column called “Used in EXM” which contains the number of licenses used in the Extension Manager only.
  2. Subscription
    – on the Extensions/Extensions page, there is a new column called Subscriptions.