You can back up your data to a .jama or XML file for migrations and refreshes. Because this method has built-in automation, you can avoid manual changes that might compromise data integrity.
A .jama file backup includes the database and /data directory. An XML file backup includes only the database.
Important considerations
- If SAML is enabled, disable it before backing up your data. After you restore your Jama Connect instance, you must re-enable SAML.
- Backups must be done manually; they can't be scheduled automatically.
- Make sure you have enough available disk space.
- Make sure Jama Connect is in maintenance mode before you create a backup.
- If you are using a version of Jama Connect prior to version 8, generate backups during a maintenance window and inform users, including API users, not to use the application.
- Regardless of what version you are using, all integrations must be disabled.
To back up to a .jama or XML file:
1. Log in to Jama Connect as the root user.
2. Select the Backup tab to see the backup options.
3. Choose a backup method (listed here in recommended order).
| Method | Scenario | Select... |
| Save .jama file to the application server. | Migrating between versions later than 8.0 | Save .jama file to server |
| Save XML file to the application server. |
|
Save XML file to server |
| Download XML database backup to your workstation. |
|
Download XML |
| Download document type definition (DTD) to your workstation. | If all other methods fail | Download DTD |
The backup process is complete.
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