Save and export a snapshot

You can save a new snapshot and export it to your local file system so that you can upload the snapshot into another IBM® Planning Analytics Workspace target environment.


  1. Click Export to save and export a snapshot.
    The Save snapshot to export dialog box opens.
  2. Enter a name for your snapshot so that you can find it easily when you return to it later.
    • The name of the snapshot must be unique. If you enter an existing snapshot name, you cannot save your snapshot.
    • The name of the snapshot must not continue invalid characters such as #%&{}\<>*?/$!'":@+`||=.
    • Leading and trailing blanks are removed from the name of the snapshot.
    • Your snapshot must contain at least one asset.
  3. Optional: In the Description field, enter a description of the contents of the snapshot.
  4. Click Save and export.
  5. Click OK to save the exported file to your file system. The file is saved as a file with the GZ file type (.gz) in your default Downloads folder.
    Tip: If you click Cancel, the snapshot is saved and can be accessed by clicking Manage snapshots on the Lifecycle Management home page but the snapshot is not saved to your file system.

What to do next

Click Manage snapshots on the Lifecycle Management home page to review your snapshot actions.

For more information, see Manage snapshots.