Restoring Salesforce Data to a Database

You can restore Salesforce data to a local (on premises) database or to a cloud database. Restoring to a database is useful in the following situations:

  • Track Salesforce records for changes

  • Analyze the Salesforce data

Note

If you changed data during the full backup, then you might need to restore additional incremental jobs so that you minimize data inconsistencies.

You can restore objects to a database but you cannot restore files to a database.

Before You Begin

  • Verify that you have the following database information:

    • The type of database

    • The client that hosts the database. The access node is able to connect to the database instance using JDBC URL.

    • The database name

    • The credentials for a user who meets the following criteria:

      • Microsoft SQL Server: Owner permissions and if the database does not exist, has the dbcreator role

      • PostgreSQL: Super user permissions

Determine the child objects to include in the restore.Procedure

  1. From the CommCell Browser, expand Client Computers > client > Cloud Apps > instance.

  2. Right-click the subclient, and then click Browse and Restore.

    The Browse and Restore Options dialog box appears.

  3. On the Time Range tab, select Latest Backup, and then click View Content.

  4. Select the data that you want to restore, and then click Recover All Selected.

    The Restore Options dialog box appears.

  5. On the General tab, provide the destination information:

    1. Under Restore Target, select the Database check box.

    2. From the Destination Client list, select an access node where the Cloud Apps package is installed.

      The access node must be able to communicate with the database you are restoring the data to.

    3. In the Number of Streams box, type the number of streams that the software uses for the restore operation.

    4. In the Destination Path box, type the path where the Commvault stores the csv file before it merges it into the database.

    5. Under Restore to Database, provide the database information:

      1. From the Database Type list, select the type of database.

      2. From the Database Host list, select the client that hosts the database.

      3. In the Database Name list, select the database name.

      4. In the Database Port box, type the port number that you use to connect to the database.

      5. In the User Name and Password boxes, type the credentials for a user who has permissions for the database.

      6. Best Practice: Click Test Connection to verify that you can connect to the database.

      7. To have the Commvault software overwrite a table if the data is already in the database, select the Override if table exists check box.

      8. Chose which versions to restore:

      9. To restore only the latest version of the record, select the Restore only latest version check box.

      10. To restore all versions of a record and the CV_ModStamp and sf_deletedDate columns, clear the Restore only latest version check box.

        For more information about the Restore only latest version check box, see Database Options.

    6. Under Salesforce Options, set the restore options:

      • To include parent objects in the restore, from the Parent objects to restore list, select All parents.

        Important

        Including parent objects has the following effects: Data integrity is maintained. If parent objects are included and some parents do not exist or some parents have incorrect values, restore operations will complete. However, when objects such as User objects are updated, end users will receive notifications, which may not be desirable.

      • To include child objects in the restore, from the Child objects to restore list, select the child objects.

  6. On the Job Initiation tab, specify whether to run the restore now or if it will be scheduled.

    If you selected Schedule, set up the schedule. For information about configuring a restore schedule, see Schedule Restore.

  7. Click OK.

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