What is a snapshot?
A snapshot is a copy of tenant configuration and data (including all hubs) which can be stored or restored for demo purposes. Snapshot includes tenant settings, hub settings (including membership configurations like roles, segments etc., localization, welcome page), dummy data for introductions, office hours, development programs, members and much more.
❗️When you use a Snapshot, the URL of the site you are using will automatically override the tenant URL of the site you are applying the snapshot to.
How to store (save) a snapshot?
If you have configured a tenant (and its hubs) in a particular way and have added dummy data that you'd like to reuse in future (in a different tenant or another time in the same tenant), you can save the config and data as a snapshot. Please follow the below steps to save a snapshot:
Login to your existing tenant e.g. I logged into my test tenant leo.10kbeans.com and click on Admin on top-right to access Tenant Settings
Click on Manage snapshots in the settings menu
Enter the name that you'd like to use for your snapshot and click on Store
This snapshot can now be restored in another tenant (or later on in the same tenant)
Note: ability to store a snapshot is available in all 10kbeans and tenthousandcoffees tenants
How to restore a snapshot?
Please follow the below steps to restore the [OFFICIAL] 10KC DEMO snapshot.
Login to your existing tenant e.g. I logged into my test tenant leo.10kbeans.com and click on Admin on top-right to access Tenant Settings
Click on Manage snapshots in the settings menu
Search for "10KC" in the Restore section
Select the [OFFICIAL] 10KC DEMO and click on Restore
Once the snapshot is restored successfully, you will get a confirmation message (see bottom of the page)
If you get an error message instead of a success message, please reach out to #product-support on Slack and we'll help fix the issue
Note: ability to restore a snapshot is only available in 10kbeans tenants
How can I take advantage of the [OFFICIAL] 10KC DEMO snapshot?
The [OFFICIAL] 10KC DEMO snapshot comes with a lot of best practice configurations and dummy date from both admin and member (end-user) perspective. A few ways you can use this snapshot in your demos (non-exhaustive):
For admin experience demos
development programs > manage programs > create a program to show all 10KC solutions templates
development programs > manage programs to show how 10KC can run different types of programs together
show people manager program curriculum to highlight "expert-build" content e.g. How to Beat Burnout module
smart-matches tab > edit pairing rules to highlight pre-populated best practice config
overview tab in any live development program to show how easy it is to track program performance
members data tab to show program adoption
office hours data tab to show events hosted
hub settings > hub localization to show how easy it is to add translated user generated content
For member experience demos
welcome page pre-populated with content and resources
my experiences page populated with programs member is a part of (like a home page for members)
introductions populated with past intros, matching preferences and goals/interests
development programs showing current and completed programs
office hours showing upcoming events member has been invited to (public and private)
member scorecard as a way to self-track performance (admins can also view this)
member directory and the ability to search fellow members based on different attributes
FAQs
Q. Can I store a snapshot in a 10kbeans site and add it to a production site?
A. No, while a snapshot can be stored in 10kbeans or production (tenthousandcoffees) site, it can be restored only in 10kbeans site. We don't allow snapshots to be restored in production sites to prevent accidental wipeouts.
Q. If I restore a snapshot and make changed to my tenant, would it impact the snapshot?
A. You can make any changes to the tenant after you have restored the snapshot. It would not impact the snapshot itself.
Q. Who can I reach out to if I'm having issues storing or restoring snapshots?
A. Please create a issue request in #product-support on Slack (with high priority if it's urgent) and someone from the product team will help resolve the issue.