Refresh a Clarity SaaS environment (with database backup)
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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: 05-06-2024
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.
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)
Specify if the filestore needs to be copied to the destination
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 downtime/outage period.
Additional Issues - For any issue that arises after a refresh, you need to create a new case.
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
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.
Note: In the very rare scenario where you need to request a refresh from a lower environment TO PROD, additional approval from the Service Management team is required.