Restore Entity Data

To restore entity data, complete the following steps:

1. Click Restore on the left pane.
2. Select the organization/environment you want to recover.
3. Click the Search across backup data mode and click Next.
4. Select Entity from the Level drop-down list.
5. Click the calendar button ( ) in the Backup time field and select a time range for the recovery points.
6. The entities whose records were protected within the backup time range will be displayed in the Entity drop-down list. Select the entity that you want to restore or select the All option to select all of the entities.
7. Click Next. The Select data to restore page appears.
8. Select the entities listed in the Entity name column and select a recovery point for each entity.
9. click Next to restore the selected entities.
10. In the Configure restore settings step, you can choose to run a real restore job, or you can start a dry run job at first as a rehearsal for the future restore. With a dry run job report, we will do our best to help you know what to expect when you actually restore your data.
11. Select if you want to Restore related records or Do not restore related records. This is used when restoring records that may be missing references in Dynamics. For entities that can be restored as related records, refer to Supported Entities List.
12. If you select Restore related records to restore the related records, you can specify a limitation for the depth of restoring related records, decide the recovery points scope for the related records to be restored, and you can also choose what references to restore, such as the related records that are referenced by the selected data or reference the selected data, or both. The Last relationship refreshed is displayed under this option to inform the users of the last time to retrieve the record relationships. You can click the Refresh () button next to the time to refresh the relationships immediately.
    1. • You can select a depth of up to 3 and then search and select the entities that you want to restore from the Name list. Click Retrieve to show the relationship between the selected entities and the data you selected to restore.

         The depth value you select and the entities you select from the Name list to restore will impact the number of records that will be restored and the amount of time the restore job will take — the more selected entities will restore more records which will increase the job time.

    2. In the Recovery pointoptions field, you can choose to restore the backup data of the related records that are generated before a specific time or only restore the backup data generated in the selected recovery point.
       • Restore from the backup data generated before the selected time – With this option selected, you must define the specific time for the restore job to retrieve the backup data before that for the related records that need to be restored.
       • Only restore the backup data generated in the selected recovery point – With this option selected, you only need to ensure the audit settings of the entities have been enabled before the selected recovery point.
       In the What reference would you like to restore field, you can select to restore the related records that are referenced by the selected data, that reference the selected data, or both. You are recommended to restore the records that are referenced by the selected data only. The restore job will take longer if both referencing and referenced records are restored.

       Note: If you have records in the following relationship: record A has a lookup field referencing record B; B has a lookup field referencing record C. We assume you select B to perform restore. Then, if you only want to restore C, select the Restore the related records that are referenced by the selected data option. If you only want to restore A, select the Restore the related records that reference the selected data option.
13. Select where you would like to restore the data. The restore job of IBM® Storage Protect for Cloud Dynamics 365 Customer Engagement service supports restoring to its original location (the Restore the data to its original location option) or to another location (the Restore the data to another location option).

    If you want to restore backup data to another location, ensure the mapping settings are ready to be applied for the source and destination. For details, refer to Configure Mapping Settings.

    With the Restore the data to another location option selected, only the organizations/environments that have mappings configured and ready to be applied can be selected as the restore destination.

14. In the How would you like to restore the records that do not exist in the destination field, you can select the Create or Skip option for restoring the records that do not exist in the destination.
15. In the How would you like to restore the records when conflict occurs field, you can select the Update or Skip option for restoring the records that exist in the destination.
16. Click Next.
17. Review the restore settings in the Overview step and then click Restore to start the restore process. You can check job status and job report through Job monitor.