backup bookmarks

[edbailey]

This is probably really obvious but is there a way to back up my user customisations before an environmental refresh? Really I just wanting to save the effort of recreating my bookmarks, but now I think about it I wonder if there's any point because the things that they point at may have changed or been removed.

Just wondering if there's a common working practice around this?

[zissler]

There should be a field for the name of the bookmark owner in sys_ui_bookmarks.   Just click the gear.   This was the simplest way for me to do. I just used an update set intended only for bookmarks. I clicked all the bookmarks I wanted, and then I forced to update set. Than I completed the update set and exported to xml. I don't need to backup too often so this was the way to go for me.

[Jim Coyne]

If you are going to export the bookmarks, you don't even need an Update Set.   Just filter down the list of bookmarks for the ones you want and export the list to XML.   You'll be able to import the list back in with "Import XML".

[Jim Coyne · Accepted solution]

The best way is with the use of a "Clone Data Preserver".   This allows you to automatically save data during a clone.   You can filter down the records where "User = Ed Bailey" and your Bookmarks will be saved.   Some may end up pointing to records that no longer exist, but hopefully most will not.

If you go this route, this article may help out as well - "View Data to Preserve" Tool

[edbailey]

That's great so basically I cant set it up to never over write my bookmarks data and then walk away...

[Jim Coyne]

Correct.   That's the beauty of it - set it once and forget about it.

I just thought of something though.   The clone will bring over your Bookmarks from your production instance and then superimpose the ones you had in your dev instance so you may end up with a mix of bookmarks from both.   If you want to just keep the dev ones, you would have to clear out the Bookmarks brought over from production in a Clone Cleanup Script first.   The preserved data is added after the cleanup scripts run.

You may also want to change your Condition for the preserver to be something like this in order to save them for all your admins: