Back Up the Metadata Store

This applies to: Visual Data Discovery

Before upgrading your Symphony server, insightsoftware recommends that you back up your PostgreSQL metadata store. The metadata includes refresh schedule data, object information for your environment (such as sources, dashboards, and visual definitions), and aggregated result sets. After the metadata store is backed up, perform the upgrade. If problems arise, you can restore the metadata store from your backup copy, if necessary.

This topic describes how to back up the metadata store. For information about restoring the metadata store, see Restore the Metadata From the Metadata Store Backup.

To back up the metadata store:

From your terminal, SSH to your server.
Stop all microservices. For appropriate commands based on your operating system, see Stop Symphony Microservices.
Navigate to the /etc/zoomdata directory and create a backup folder:
```
mkdir backups
```
Navigate to the backups directory.

Perform an SQL dump of the databases by entering the following commands:

sudo -u postgres pg_dump zoomdata > zoomdata				
sudo -u postgres pg_dump zoomdata-upload > zoomdata-upload					
sudo -u postgres pg_dump zoomdata-keyset > zoomdata-keyset	
sudo -u postgres pg_dump zoomdata-qe > zoomdata-qe

Restart all microservices. For appropriate commands based on your OS, see Start Symphony Microservices.

For more information on backup and restore processes for PostgreSQL, refer to the PostgreSQL documentation.