Differences

This shows you the differences between two versions of the page.

--- backup_restore_your_campaign [2017/09/12 15:25] – lucy
+++ backup_restore_your_campaign [2019/11/21 07:48] – [Copy a campaign] lucy
@@ Line 5: / Line 5: @@
 {{ back_upn.png?600 }}
-===== Downloading a backups =====
+===== Downloading a backup =====
-You can download the . In that case please use the "download" button:
+You can download the according to backing by clicking on the backup date:
-{{ backups2.png?600 }}
+{{ back_upn2.png?600 }}
-==== BACKUP YOUR WEB & MAIL TEMPLATES ====
+===== Backup a mail or web template =====
-All Templates (Email, Web, Scenario & E-learning) can saved or restored using the Backup/Restore function with the corresponding Menu item.
+All Templates (Email, Web, Scenario & e-learning) can be saved or restored using the Backup/Restore function with the corresponding Menu item.
 Example: Backup & Restore Scenario Templates
@@ Line 20: / Line 20: @@
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-**Note - About Restoring Data:** Your own templates will not get overwritten. If you modified an original template be aware that the Restore process will overwrite them. To avoid this, you need to save them under a different name.
+**Note**: please make sure that if you restore a template, that you don't change the naming convention of the archive nor extract any file before restoring it. A backup archive has a syntax like: "2019-09-07-awareness-templates.zip". That exact file should be shared between Lucy instances.
-**Note:** You cannot backup a template created in v. 1.6 or lower and restore it in v. 1.7 above! All Templates that are restored need to be put in a ZIP archive file.
+===== Backup your campaign =====
-==== BACKUP YOUR CAMPAIGN ====
 You can either backup your campaign or as well create an identical copy of an existing campaign with the backup/restore function (if you don't delete the original campaign and restore your campaign a copy will be created).
@@ Line 32: / Line 29: @@
 Example: Backup & Restore Campaigns
-{{ 94.jpg?600 }}
+{{ 94-1.png?600 }}
 During a Campaign Backup the Following Data Is Saved:
@@ Line 43: / Line 40: @@
 {{ 115.jpg?600 }}
-==== COPY CAMPAIGN ====
+==== Copy a campaign ====
 LUCY > 3.0 allows you to quickly copy a campaign using the copy button. To copy a campaign first select the checkbox of the campaign(s) that you want to copy and then click "copy". LUCY will create a 1:1 copy of your complete campaign and add a number next to the campaign name:
-{{ copycampaign.png?600 }}
+{{ copycampaign-1.png?600 }}
+===== Create a new campaign based on a previous campaign template =====
+Create a new campaign based on a previous campaign template: LUCY now allows an administrator to create a template based on a previous campaign. The template consists of all settings including all associated scenario and awareness templates. You can then start a new campaign, using this campaign template
+You can create a new template by clicking "save as template" in the campaign summary page:
+{{ campaign_template.png?600 }}
+You find the campaign template on the campaign template settings page:
+{{ campaign_template3.png?600 }}
+If you start a new campaign, you can then select one of your previously saved campaign templates. Please select "Start with Default Campaign Template" to get in the required menu:
+{{ campaign_template4.png?600 }}
 ==== KNOWN ISSUES ====
-Certain data is cross referenced (e.g. recipient group name). So if you delete that group or copy that backup to a fresh LUCY install, make sure the exact same group name exists. Other data (e.g. your custom landing page, etc. is fully backed up in the ZIP file). The Backup/Restore only works without issues using the same version. You cannot restore campaign data from a lower version into a LUCY with a higher version. Therefore, you need to make sure that you first [[updating_lucy|Update LUCY]] to the latest version before backing up your campaign data.
+Certain data is cross-referenced (e.g. recipient group name). So if you delete that group or copy that backup to a fresh LUCY install, make sure the exact same group name exists. Other data (e.g. your custom landing page, etc. is fully backed up in the ZIP file). The Backup/Restore only works without issues using the same version. You cannot restore campaign data from a lower version into a LUCY with a higher version. Therefore, you need to make sure that you first [[updating_lucy|Update LUCY]] to the latest version before backing up your campaign data.