Backup On-premise data

It’s recommended to do a manual data backup on the on-premise server before doing a software update. These operations are performed from the computer (server) hosting the application.

For cloud installations, backup and restore are handled by the service provider and cannot be performed by customers.

Data is stored across three types of storage:

• Relational database (MSSQL LocalDB): Stores all structured relational data, including entities and their relationships.

• Table storage (MongoDB): Stores unstructured data, such as system events, events, and reporting data.

• File system: Stores all downloaded files and files prepared for download from the Admin Portal, such as item documents, and import/export files.

Stop Admin portal Service

Certain backup steps require that the Admin Portal service is not running. To minimize risk and ensure data consistency, it is recommended to keep the Admin Portal service shut down for the entire duration of the backup process.

To stop the CD.Platform service, follow these steps:

1. Press Windows + R on your keyboard to open the Run dialog.
2. Type services.msc and press Enter.
3. In the Services window, scroll down the list to find CD.Platform.
4. Services are listed alphabetically, so it should appear under the “C” section.
5. Right-click on CD.Platform.
6. Select Stop from the context menu (1).
7. The Status column for CD.Platform should now be blank (instead of showing “Running”).

8. Do the same with the Mongodb service (2).

Backup SQL

Navigate to location C:\Windows\System32\config\systemprofile
Locate files SmartSupplyAdministration.mdf and SmartSupplyAdministration_log.ldf and copy them to backup location.

Backup MongoDB

Navigate to the MongoDB installation directory C:/MongoDB

Copy the entire folder to your chosen backup location.

Alternatively, mongodump can be used to dump all data without need to stop MongoDB services. To
dump data, start C:\MongoDB\Server\bin\mongodump.exe. For more information, visit
https://docs.mongodb.com/manual/core/backups/

Backup files on file system

To backup of files stored on file system (such as item documents, and import/export files), it is recommended to stop CD Platform services to prevent any data loss.

Copy the entire folder C:/Storage to backup location

Start services

Start the MongoDB service again.

Start the CD.Platform service again.