Taking Individual Portfolio Snapshots

Administrators and Process Managers can take an individual portfolio snapshot to save a record of portfolio data at a specific point in time.

To ensure that the server that stores the snapshot data maintains enough space, review the snapshots currently saved and delete any, as necessary.

To take an individual portfolio snapshot:

From the System menu, select Content Sources > Portfolio Snapshots.
Click Take Snapshot and enter the following information to identify the snapshot:

Field	Description
Name	Enter a name, up to 64 characters long, which identifies the snapshot. For example, Q2 2015 Portfolio Summary.
Type	Enter or select the type of snapshot. The type is a label to identify a group of snapshots for reporting purposes. Important! The SYS_Current type is considered a reoccurring snapshot of the current set of portfolio data at any given time. Snapshots of this selected type are overwritten and not saved, as there can only be one snapshot using the SYS_Current type.
Description	Enter a description of the purpose or nature of snapshot. This description helps other users identify the snapshot.

Field

Description

Name

Enter a name, up to 64 characters long, which identifies the snapshot. For example, Q2 2015 Portfolio Summary.

Type

Enter or select the type of snapshot. The type is a label to identify a group of snapshots for reporting purposes.

Important! The SYS_Current type is considered a reoccurring snapshot of the current set of portfolio data at any given time. Snapshots of this selected type are overwritten and not saved, as there can only be one snapshot using the SYS_Current type.

Description

Enter a description of the purpose or nature of snapshot. This description helps other users identify the snapshot.

Click OK to start the snapshot.

Notes:

To delete snapshots, select the check box in the column of the snapshots to delete and click Delete.
Deleting one snapshot of a series has no effect on any other snapshot in a series or on the series itself.
Only one snapshot can be taken and saved at a time. To cancel a snapshot that is in process, click Cancel Snapshot after the snapshot starts.
The SYS_Current snapshot type cannot be renamed as it has dependencies that use that name. These may include custom events scheduled to take snapshots and reporting.

Learn More: