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Refresh a Clarity SaaS environment (with database backup)

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Article ID: 187575

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Updated On:

Products

Clarity PPM SaaS

Issue/Introduction

You need to request a restore of data from one Clarity environment to another environment. (Request to replicate a Database (DB) to another environment)

Examples:

  • Refresh from PROD to DEV environment
  • Refresh from PROD to TEST environment
  • Refresh from PROD to SAND environment
  • Refresh from DEV to TEST environment
  • Refresh from TEST to DEV environment
  • Refresh from Prod to a Training environment

Notes:

  • A refresh is a replacement/overwrite, where the source data will overwrite the target data.
  • If you request a refresh from a lower environment to PROD, additional approval from the Service Management team is required.

Resolution

Open a case

To refresh an environment, open a case with Broadcom Support, and provide the following information:

  • (Mandatory) Source environment URL
  • (Mandatory) Destination environment URL
  • Preferred schedule (date and time)

Requirements

  • Cases - Create a new ticket for each refresh request.
  • Environments - Both environments need to be on the same Clarity version and build/patch.

    Note: It is not technically feasible to perform a refresh if there is a mismatch. We are unable to make any exceptions to this in the GCP platform and are we unable to downgrade one environment to match the other. If a refresh is required, please submit the request prior to an upgrade while the two environments are still on the same version. See the upgrade schedule for Clarity SaaS.

  • Refresh Schedule - Refresh requests will require 48 hours advance notice prior to the proposed scheduled date. The refresh will be scheduled for a 4 hour outage period.
  • Additional Issues - For any issue that arises after a refresh, you need to create a new case.
  • Integrations - If you have any integrations (including Rally), you are responsible for ensuring that the integration mapping is disabled in non-production post refresh, if applicable. This may be important to ensure data is not incorrectly synced from non-production to the production integration.
  • Best Practices - See Rally and Clarity integration best practices regarding steps for pre/post refreshes.
  • Jobs and Processes - Before refreshing, pause all your jobs and processes pertaining to any external integrated system. This ensures that your data from production, as well as the refreshed environment, don't get overwritten

Additional Information

See Clarity PPM SaaS Service Description (On-Demand Only).