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Staging (migration between instances of the same type)

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Contents:

Before you generate a dump file, upgrade the App (to version 8.2.2 or higher).

Follow the steps below if the staging environment is the same as the production environment.

  • Server → Server

  • Data Center → Data Center

  • Cloud → Cloud 

  • Server → Data Center

Steps overview 

Before proceeding, read the instructions carefully and copy all steps to the clipboard to keep it on hand.

  1. Create application backup (production environment).

  2. Create Jira backup (production environment).

  3. Restore Jira backup on a staging environment.

  4. Install the application on a staging environment.

  5. Restore application backup on a staging environment.

Step 1 - Create a BigPicture backup and download it

In this part, you need to create a BigPicture backup and download it:

  1. Go to BigPicture/BigGantt App configuration > Advanced > Database dumps.

    Screenshot of the App configuration page.
  2. Click the New dump button.

  3. Add a description.

  4. To confirm, click the Create dump button. 

    Screenshot of the new database dump creation.
  5. You can track the progress:

    Screenshot of the database dump creation process.
  6. The new database dump should appear at the top of the list of backups.

  7. Press the Download button to save the backup file to the disk (if you don't see the item on the list, refresh the page).

Step 2 - Create a Jira backup and download it

Cloud:

  1. Go to System > Backup Manager > Create backup for cloud.

    Screenshot of the Backup Manager section in the Jira System settings.

Server:

  1. Go to System > Backup system > Backup.

    Screenshot of the Backup Jira data section in the Jira System settings.

Step 3 - Restore Jira backup on a staging environment

Cloud:

  1. Go to System > Restore System > Import data (import the Jira backup file).

    Screenshot of the Restore System section in the Jira System settings.

Server:

  1. Go to System > Restore system.

  2. Restore using the Jira backup file.

  3. Click Restore.

    Screenshot of the Restore system section in the Jira System settings.

Step 4 - Install BigPicture on a staging environment

Cloud:

  1. Go to Jira Apps > Find new apps.

  2. Search for the BigPicture plugin.

Server:

  1. Go to System > Manage apps.

  2. Install BigPicture.

Step 5 - Restore BigPicture backup on a staging environment

  1. Go to BigPicture App configuration > Advanced > Database dumps.

  2. Click Import.

  3. Upload the app database dump.

    Screenshot of the App configuration page.
  4. Press the Restore button in the line with the backup name.

    Screenshot of the restoring the App database on the App configuration page.
  5. Confirm the next step by selecting Migrating between instances, e.g., production to staging, and press the Next button.

    Screenshot of Database dump restore info panel.
  6. Check the confirmation box and press the Next button.

    Screenshot of Dump restore info panel.
  7. Confirm the operation by entering the word RESTORE and clicking the Restore button.

    (info) Info: If the BigPicture instance is not new and some work has already been done, this work will be overwritten! BigPicture will automatically dump its current state before restoring it (so the process can be reversed).

    Screenshot of confirming the database dump restore.
  8. The database recovery process will start.
    After the recovery process, the migration from one instance to another is over. You can then go to the BigPicture application and verify the data's correctness.

    Screenshot of the database recovery process.

Additional information 

Instance status after restore

Any integration instances after the restore operation will be in a ‘not operational’ state.
This mechanism prevents a situation where two applications make changes in the same integration instance simultaneously.

To activate selected integrations:

  1. Go to App Configuration > Integrations > Connections.

  2. Move the switch in the Active column.

    Screenshot of Connections panel in the BigPicture Advanced configuration.

Data center vs server

If the restore process is performed on the DC machine, but the dump file was done on the server machine, a reinstall process of the application will be required:

Screenshot of the Reinstall the App manually info panel.

Application version mismatch 

The dump and restore should be done in the same application version (e.g., a backup dump was created in BigPicture 8.2.3, → restore should be done in BigPicture 8.2.3).


App versions 

Fix 

Case 1

A dump is created in a higher App version than the restore.

Example:

  • A dump was created in BigPicture 8.2.3.

  •  You are trying to restore in BigPicture 8.2.2.

Upgrade the application

Upgrade BigPicture that you are trying to run the restore action on to be the same on which a dump file was created. 


Case 2

A dump is created in a lower App version than the restore.

Example:

  • A dump was created in BigPicture 8.2.0.

  •  You are trying to restore in BigPicture 8.2.3.

Not possible.

BigPicture doesn't support rollbacks.



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