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Backup & Restore

The Backup & Restore function for External Data for Jira Fields (Advanced Edition only) provides an essential safety net for your configuration and data within Jira. It allows you to create scheduled and manual backups, giving you the flexibility to either restore entire configurations or selected parts (e.g. individual fields or data sources). This ensures that you always have a reliable way to revert to previous settings, safeguard against accidental misconfigurations, and seamlessly transfer your configurations between different Jira instances.

Backups only include the configurations of the data sources, not the actual data from Jira and the custom fields.

This function is only available in the Advanced Plan. You will find an overview of the available pricing options here: https://marketplace.atlassian.com/apps/1219994/external-data-for-jira-fields/plans

Manage and Schedule Backups

Accessing the Backup Function

To access the Backup function, go to the tab Settings in the Backend, then select Backup on the left side bar.

External Data for Jiora Fields Backup Settings.png

Backup Configuration

Scheduled Backup

You can set up a scheduled backup to run at a given interval. This ensures your configuration is automatically saved on a regular basis, minimizing the risk of losing important data due to unexpected issues or changes.

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Manual Backup

If you need an immediate snapshot of your configuration — for example, right before making major adjustments — you can use the manual backup function “Backup Now” on the right side above the Backup History.

Backup History

All your backups are listed in one place for easy reference. The overview includes timestamps and other details that help you identify exactly which version of your configuration you want to restore.

External Data for Jira Fields Backup History.png

Download & Upload Backups

You can export a backup file for safekeeping or to migrate settings between different Jira environments. For example, you might configure everything in a sandbox/test instance, download the backup, and then upload it into the production instance to seamlessly transfer your tested configuration.

External Data for Jira Fields Upload Backup.png

Restore Partial or Full Backups

When restoring from a backup, you have the flexibility to revert your entire configuration or only specific parts, such as individual fields or data sources. This selective approach is useful if you only want to fix certain elements without affecting everything else.

External Data for Jira Fields Restore Backup.png

Typical Use Cases

The Backup & Restore function is particularly valuable in several scenarios:

Sandbox to Production Migration

Using a sandbox or development environment to configure and refine your settings allows you to thoroughly test changes. Once you’re confident that everything works as expected, you can export a backup from the sandbox and import it into the production environment. This approach provides a seamless migration path, reduces potential downtime, and helps ensure that any new features or adjustments have been thoroughly tested before being rolled out to end users.

Please make sure that the sandbox custom fields also exist in the production environment for this feature to work properly. If the sandbox is not a mirrored instance, errors may occur.

Disaster Recovery

Each backup serves as a snapshot of your External Data for Jira Fields settings at a particular moment in time. If an update introduces issues or conflicts, you can quickly restore a previous version to revert to known working settings.

In the event of a serious misconfiguration or unexpected system failure, having a reliable backup on hand allows you to quickly revert to a previously verified, stable configuration. This drastically cuts down on troubleshooting time and reduces service interruptions.

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