Restore a FactoryTalk Directory

To move an entire
FactoryTalk
 system from one computer to another, restore a
FactoryTalk Directory
 backup archive. As a safeguard, create a backup archive of the directory before performing a restore operation.
IMPORTANT:
  • Do not restore
     an archive file created under
    FactoryTalk Services Platform
     2.10 (CPR 9) or later into a
    FactoryTalk Directory
     that is currently running
    FactoryTalk Automation Platform
     2.00 (CPR 7). This restore scenario is not supported and may have unexpected results.
  • A
    FactoryTalk Directory
     archive file that is automatically created when you install or upgrade
    FactoryTalk Services Platform
     2.50 or later can only be restored on the same computer.
  • An archive file created using
    FactoryTalk Services Platform
     6.10 cannot be restored on a computer running an earlier version of
    FactoryTalk Services Platform
    .
  • Archive files created using
    FactoryTalk Services Platform
     2.90 or later can be restored on a computer running
    FactoryTalk Services Platform
     6.10.
Restoring an archive created in an earlier version of the
FactoryTalk
 platform into a later version automatically updates the data in the System folder to be compatible with the later version, while retaining the original data from the archive.
For example, restoring an archive created under
FactoryTalk Services Platform
 2.9 (CPR 9) into a
FactoryTalk Directory
 upgraded to
FactoryTalk Services Platform
 6.10 (CPR 11) or later. The restore process retains the original user accounts and all system-wide security and policy settings, but also updates the
System folder to include new options and policies.
Prerequisites
  1. Obtain the security permissions needed to perform backup and restore operations. Open
    System
    >
    Policies
    >
    System Policies
    , and then double-click
    User Rights Assignment
    .
  2. Shut down all
    FactoryTalk
     software products, components, and services, except
    FactoryTalk Administration Console
     and
    FactoryTalk
     Help.
  3. Log on to the directory to restore into, and create a backup archive of the existing directory.
To restore a
FactoryTalk Directory
  1. In
    FactoryTalk Administration Console
    Explorer
    , verify that the applications located in the restore directory are not currently expanded or being used by another product or component. Close all applications held in the directory.
  2. Right-click
    Network
     or
    Local,
     and select
    Restore
    .
  3. In
    Restore
    , select
    Browse
    , select the backup file (
    *.bak
    ) to restore, and select
    Open
    .
    By default, an archive file for a network directory or local directory is named with its current security authority identifier, for example,
    Network - 72CE2C2E-5175-4C26-98AE-3ABE5AC7F8EC.bak
    or
    Local - C565C77A-4664-4E6C-9779-1EC729B3A8A0.bak
    .
  4. Select
    Next
    .
  5. If the backup file is encrypted,
    Restore Backup File
     opens. Type the passphrase used during the backup operation.
    IMPORTANT:
    An error message opens if the passphrase entered is not correct. Enter the passphrase again. If the wrong passphrase is entered three times, Restore Backup File closes. Select the archive file and try again.
    After you enter the correct passphrase,
    Restore
     shows the type of archive and what applications are contained in the archive.
  6. In
    Restore Contents:
    • Select
      FactoryTalk Directory
       configuration
       to restore the entire
      FactoryTalk Directory
      .
      The entire
      FactoryTalk Directory
       will be restored, including all applications, all user and computer accounts and groups, passwords, policy settings, security settings, and the security authority identifier.
      IMPORTANT: The archive file does not contain project files that are specific to individual products.
    • (optional) Select
      FactoryTalk Linx Gateway
       configuration
       to restore server configuration, UA Server Endpoint settings, Advanced Settings, and UA Tag List configuration in
      FactoryTalk Linx Gateway
      .
    • (optional) Select
      FactoryTalk Linx
       configuration
       to restore shortcut and driver configurations.
      TIP:
      When restoring
      FactoryTalk Linx
       configuration, the existing drivers will be replaced, and new divers will be restored. Running shortcuts will be affected unless they are reconfigured.
  7. Select
    Finish
    .
  8. After restoring a
    FactoryTalk Directory
    , verify
    FactoryTalk
     security settings    , and perform any follow-up tasks, such as copying in application configuration .xml files and updating passwords.
  9. If hosting servers on different computers than those configured in the restored directory, the following additional steps are required:
    • Add the new computers into the
      FactoryTalk Directory
      .
    • Change the server host computer names on the server property pages.
    • Restart the computers hosting
      FactoryTalk Linx
       and Tag Alarm and Event Servers. This is necessary to ensure the alarm servers start up.
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