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A Portal Snapshot is an XML document that contains a record of the configuration of an IBM WebSphere Portal server. Portal Snapshots are saved by default in the Configurations folder in the Application Navigator. You can change the default folder in the Preferences dialog box, as described in Setting WebSphere Portal client directories and general preferences. The naming convention for a Portal Snapshot is serverProfileName_snapshot_timeStamp.wpss.

Before you begin

  • To include theme policies in the Snapshot, ensure that the Capture theme policies on snapshot check box is selected in the relevant Server Profile, on the Portal tab in the Portal Tasks section.
  • To include personalization data in the Snapshot, ensure that the Capture personalization on snapshot check box is selected in the relevant Server Profile, on the Portal tab in the Portal Tasks section.
  • To enable capturing full rollback data during the Snapshot installation, ensure that the Capture full rollback data on install check box is selected in the relevant Server Profile, on the Portal tab in the Portal Tasks section.
  • You can customize the Snapshot naming convention for any specific Server Profile through the Snapshot tab, in the Snapshot Settings section. Alternatively, you can customize the naming convention globally for all Server Profiles through the Preferences dialog box, as described in Customizing the naming convention for Snapshot files.

To create a Portal Snapshot

In the Application Navigator tree, right-click a Server Profile to which you have added Portal configuration, and select Create Portal Snapshot.

The Portal Snapshot is created. When complete, the new Portal Snapshot is displayed in the main window.

Where to go from here

You can now create Configurations from the captured Snapshot, so that your Configurations contain just the objects that are relevant to installation operations. For more information about preparing Portal Configurations for your installation operations, see the following tasks:

You can also compare two Portal Configurations in the same way that you can compare the other types of Configurations. See Comparing Configurations.