The Backup and Restore functionality allows you to back up all data on a site and/or plant structure basis, including application/engineering data.
Backup and restore is used for:
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Database and database server migration
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Upgrade
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Disaster recovery
Using the zip.exe and unzip.exe files installed with Smart Engineering Manager, backups are bundled into zip files that are named using the naming conventions described below. These zip files contain various files depending on the type of backup and options selected. All database schemas in each backup instance are saved into a single file. For plant backups, files in the plant structure paths are bundled into a zip file inside the main plant backup zip file. The reference data files are archived into individual zip files and added to the main plant backup zip file.
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The zip file is created using Windows Compressed Folder. While third party file compression tools such as WinZip can be used to view or extract the compressed files, they should not be used to create the zip files.
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If you need to restore a Smart P&ID plant to a site in a different time zone from the source site, you might need to use a third party compression tool to zip and restore the reference data to prevent drawings becoming out of date. For further information, contact Customer Support.
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A manifest document describing the data included in the backup is included in the backup zip file. This manifest document provides the input necessary to restore the data at a later time.
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You can schedule backups using the scheduling functionality provided in the Backup wizard. This scheduling functionality uses the Windows Task Scheduling system to list, delete or modify a backup schedule. Each backup schedule is stored in a control file in the \Engineering Manager\Schedules folder. The control file contents describe the type of backup and all other information needed in order to accomplish the scheduled backup.
Zip File Naming Conventions
The main zip files created for backup are named according to the top level object name, the creation date, and the object type contained within the backup.
<object name>_<backup date and time>_<object type suffix>.zip
The following object type suffixes can be assigned:
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Site: _s
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Greenfield plant: _p
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As-Built plant: _a
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Host plant (Workshare): _m
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Satellite plant (Workshare): _w
For example, the zip file for a greenfield plant named MYPLANT12 that was backed up on October 27, 2021 at 14:06 would be named:
MYPLANT12_102720210206PM_p.zip
Backup Options
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You must launch Smart Engineering Manager using the Run as administrator option to use the scheduler to perform backups.
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From Smart Engineering Manager 12, Oracle backup and restore operations are performed using Oracle Data Pump technology. If you back up an Oracle site or plant in Smart Engineering Manager 12, it cannot be restored using an earlier version of Smart Engineering Manager.
Site Server
Includes the site schema and site data dictionary. You can choose to back up all plant structures or define a list of plant structures to be included in the site server backup. See Site Server Backup Wizard.
Plant Structure
You can choose to include or omit reference data from the plant structure backup. See Plant Structure Backup Wizard.
Scheduled Backups
Both site and plant structure backups can be scheduled to run one time only, or on daily/weekly intervals. See Scheduling Options (Site Server / Plant Structure Backup Wizard).
Restore Options
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From Smart Engineering Manager 12, due to the use of Oracle Data Pump technology, the way the dump and log files are created during the backup process has changed. Therefore, when restoring a site or plant that points to a different Oracle server than the one where the backup was performed, some manual copying of these files is required before you can run the restore process. See Prerequisites for restoring a site or plant to a different Oracle server. If the backup and restore operations are performed from the same Oracle server, or if the backup was performed in a version of Smart Engineering Manager earlier than 12, no user intervention is required.
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If you are using Oracle, we recommend running in Archive Logging mode.
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When using the Backup and Restore functionality in a Workshare environment, you must restore the host site and host plant before restoring any of the satellite sites and plants. We also recommend making a complete backup after you transfer data and after updating reference data.
Site Server
You can restore the site to the same computer from which it was backed up or you can restore it to another computer. If you restore the site to another computer, you must provide, during the site restoration process, the database alias and password information for the database instance on the new computer.
Plant Structure
You can restore a plant structure to the same site from which it was backed up, provided you first delete the original plant structure, or you can restore it to another site. If you restore the plant to another site, you must provide, during the plant restoration process, the database alias and password information used by the new site. See Import From (Restore Plant Structure Wizard).