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Backup & Upgrade

The Backup & Upgrade page provides tools to help ensure a smooth and reliable upgrade experience for your compliance application. It is divided into two key sections: Backup Apps and Execute Post-Upgrade Saved Searches.

Backup Apps​

Before performing any upgrade, it's best practice to create a backup of your current app state. This section allows you to:

  • Generate .tar.gz archive backups of your installed compliance-related apps.
  • Preserve current configurations, KV store contents, and other relevant assets.

When to Use: You can initiate a backup at any time. However, it’s strongly recommended to do so prior to upgrading your app, ensuring you can restore previous states if needed.

How it Works: Click the Generate Backup button to start the backup process. The system will package the current app data into a downloadable .tar.gz file for safekeeping.

Execute Post-Upgrade Saved Searches​

After upgrading your app, this section ensures your system is properly updated to work with the latest features and schema changes.

  • Runs predefined saved searches that update KV stores with any new fields, default values, or data structures required by the new version.
  • Ensures that your compliance automations and dashboards reflect the latest configuration standards.

When to Use: This process can technically be performed at any time, but it's specifically designed to be run immediately after an app upgrade.

How it Works: Click Execute Searches to execute the saved searches. The system will automatically update relevant KV stores and data objects to align with the new version requirements.

tip

Best Practices

  • Always back up your app using the Backup Apps feature before performing any upgrade.
  • Immediately after upgrading, run the Saved Searches to complete the update process.
  • Store backup files in a secure, versioned location for future reference or restoration.