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Business units backup and restoration

Use these procedures to export and import the definitions for every type of business unit (including application, transaction, and tier definitions).

Permissions

You need one of these user roles to export and import business units:

  • System administrator
  • Maintenance and support administrator
  • Monitoring administrator

You can use this functionality to:

  • Export a NAM business units configuration as a backup and then restore it to the same machine as needed.
  • Export a NAM business units configuration from one machine and import that configuration to another.

The exported business units configuration is in YAML format.

Important

Be careful if you manually modify the exported configuration before uploading it. Within the configuration structure, the uid parameter is the key that distinguishes between definitions. Do not change exported uid values. To prevent errors and unintentional overwriting during definition import, each exported entity needs to retain its unique uid.

Exporting business unit definitions

To export a NAM business units configuration

Open the Business units page for a NAM Server:

  • Select APM model > Business units from the NAM Server navigation menu, or
  • Select Monitoring > Business units from the NAM Console navigation menu and then select a NAM Server from the list

Select Export.

NAM generates a file containing all exported entities and rules, including names, user assignments, and reporting hierarchy levels. Save the file as a backup. The resulting export structure is in YAML format.

Importing business unit definitions

Use the import functionality to import the definitions for business units from another NAM Server or to restore the definitions using a previously stored backup file.

  • Import definitions that were generated by the NAM Server that you know have worked previously. Do not import YAML definitions created outside of the report server.
  • Ensure that each imported entity has a unique uid to prevent import errors or accidental overwriting during the import.

To import a NAM business units configuration

Open the Business units page from the NAM Server (APM model > Business units) or the NAM Console (Monitoring > Business units and then select a NAM Server from the list).

Select Import to display the Import Business Hierarchy editor.

Open your backup file in a text editor, select and copy the definitions you want to import, and paste them into the edit box.

  • You can't import directly from a backup file. You have to paste them into the edit box.
  • New definitions are added to the existing definitions.
  • Updated/conflicting definitions overwrite matching existing definitions.

The syntax of imported definitions is verified before the definitions are placed in the server configuration. All invalid definitions are rejected.

Select Import to submit the definitions to the report server.

After your changes are validated, the report server will display:

  • The number of defined business units.
  • The number of definitions that conflict with existing definitions because of the business unit name or uid.
If you exceed the import limit

The Business units page can export more definitions to a file than it can import at one time.

If NAM warns that you exceed the import limit, divide the exported definitions into smaller chunks and import the chunks separately:

  • Make each chunk about 45,000 lines or less
  • Divide the definitions at the top/application hierarchy level

Admin console alternative

As an alternative, you can use the Admin console to export and import the business hierarchy.

  1. Select Tools > Admin console in the NAM Server navigation menu.
  2. To export:
    • Select Export business hierarchy to open the command console to the EXPORT BUSINESS HIERARCHY command.
    • Change settings as needed and click Execute to run the export command.
  3. To import:
    • Select Import business hierarchy to open the Import Business Hierarchy editor.
    • Follow the instructions as above for importing business unit definitions.