Snapshots#

Snapshot feature: available only for SaaS Pro & self-hosted Konfuzio users

If you want to setup the Snapshot feature for self-hosted installation please refer to dev.konfuzio.com.

Welcome to the Konfuzio Snapshot feature documentation. Snapshots are a powerful tool for managing your projects and data. In this guide, we’ll walk you through what Snapshots are and how to use them effectively.

What is a Konfuzio Snapshot?#

A Konfuzio “Snapshot” is a saved state of your Project at a specific point in time. Think of it as a backup that allows you to secure or transfer data between projects or installations. With Snapshots, you can quickly recreate a Project’s setup without starting from scratch.

Snapshot modes:#

Konfuzio offers two Snapshot modes, which you can use individually or in combination.

Dataset Mode#

Selecting Dataset mode

dataset-mode.png

Use Dataset Mode to save Documents, Labels, LabelSets, Annotation Sets, and Annotations. This is handy for creating a snapshot of a stable Project, especially when you’ve invested time in creating annotations and categorizing Documents.


Contents

Included

Not included

Documents

Training, Test

None, Excluded, Preparation

Categories

All

-

Labels

All

-

Label Sets

All

-

Annotations

All

-

Annotation Sets

All

-

Members

-

Members are not included in the Snapshot

AIs

-

AIs are not included in the Snapshot

All properties of the included values (like name, descriptions, etc) are included 1:1 in the Snapshot.

AI Mode#

Selecting AI mode

ai-mode.png

AI Mode allows you to save all your active AI models. This mode is perfect when you want to exports a Projects AI capabilities, without including its Document. Any new Project created from this Snapshot can utilize its AI models without needing any of its Training or Test documents.


Contents

Included

Not included

Documents

-

Documents are not included in the Snapshot

Categories

All

-

Labels

All

-

Label Sets

All

-

Annotations

-

Annotations are not included in the Snapshot

Annotation Sets

-

Annotations Sets are not included in the Snapshot

Members

-

Members are not included in the Snapshot

AIs

Trained & Active AIs

non-active & not fully trained AIs

All properties of the included values (like name, descriptions, etc) are included 1:1 in the Snapshot.


AI Type support within the Snapshot#

Extraction, Splitting & Categorization AI types are currently supported for the Snapshot. The only AI which will not automatically appear after a Snapshot has been restored, is the name-based Categorization AI. This AI can be recreated, by uploading a single Document to a Snapshot restored Project, while no other Categorization AI is active.

Categorization AI Support Cut-off Date & Version#

To ensure the inclusion of Categorization AIs in Snapshots, it’s essential to be aware of the Categorization AIs’ technical updates made during the development of the Snapshot feature. This involves a cut-off date for SaaS users and a specific version for self-hosted Konfuzio users.

Actions for Pre Cut-off Date Categorization AIs#

If your Categorization AI was trained before the cut-off date, follow these steps to ensure compatibility within your Snapshot-restored Project:

  1. Retrain the AI: Before creating the Snapshot, make sure to retrain the Categorization AI.

  2. Create the Snapshot: Once the AI is retrained,` proceed to create the Snapshot as usual.

  3. **Restoring a Snapshot * You can now restore the Snapshot into a new Project The included Categorization AI will work.

Actions for Down-Version Self-hosted Installations#

If you are using a self-hosted installation with a version earlier than released-2023-10-04_18-41-03, take the following steps. If you have multiple self-hosted installations, ensure that you follow these steps for each installation where the Snapshot will be restored.

  1. Upgrade your self-hosted installation: Ensure that your self-hosted installation is upgraded to at least version released-2023-10-04_18-41-03. You can find detailed upgrade instructions for self-hosted installations here.

  2. Retrain the Categorization AI: After upgrading, retrain the Categorization AI that needs to be included within the Snapshot. Failure to retrain the AI may lead to issues with Categorization.

  3. Create the Snapshot: Proceed to create the Snapshot as usual.

  4. Restore the Snapshot on a different environment: You can now restore the Snapshot on a different environment with the updated version.


Bundling or Combining Modes#

Combining modes

img_9.png

It is possible to combine modes and have a more comprehensive snapshot. This mode then includes all the values in either Snapshot mode, except those which are mutually excluded in each mode. By creating a combined/bundled Snapshot, you will have created a save-point, or backup of your entire Project (with the exception of mutually excluded values).

Creating a Snapshot#

To create a Snapshot, you can follow the steps below, which are the same for both app.konfuzio.com and self-hosted installations.

  1. Navigate to the Snapshot section in Konfuzio, located on the left sidebar under DATA > Snapshots.

  2. Click the “ADD SNAPSHOT” button and choose one or both modes.

  3. After selecting the mode(s), click “Save” to trigger the Snapshot creation process. The time it takes to create a Snapshot depends on your Project’s size and the selected mode. Once completed, the Snapshot’s status will display as “Snapshot created.”

Restoring a Snapshot#

Restoring or merging a Snapshot into an existing Project

For SaaS pro users it is only possible to restore Snapshots into a new Project. However, if you have a self-hosted installation, you can merge a snapshot into an existing Project. More information about this here

After creating a Snapshot, within the same environment (on app.konfuzio for example) into a new Project at any time.

  1. Navigate to the Snapshot section in Konfuzio.

  2. Select the Snapshot you want to restore from the list with the status “Snapshot created.”

  3. Choose the “Snapshot restore into a new Project” option from the dropdown menu.

The restoration process will now start. How long this takes, is dependent on the Snapshot size.

Snapshot restoration Status#

Once your Snapshot restoration starts, it will cycle through 1 of 4 possible statuses, which can be viewed on the Snapshot itself, below “Snapshot Restores”.

  • Queuing for Snapshot Restoration ...: Your Snapshot restore has just been initiated.

  • Snapshot Restoration in progress...: Migration of data restoration has started.

  • Snapshot restored.: Your Snapshot has been successfully restored.

  • Contact support.: An error or failure occurred during restoration.

img_4.png

While you do immediately have access to your Snapshot restored Project, you will not see any Snapshot restored items within your Project, until the status of Snapshot restored. has been reached.

Locating a Snapshot#

After restoring the Snapshot, it will be named using the Snapshot’s timestamp and the word “Snapshot.” It will look somewhat like this: Restored Project from Snapshot ZGF0YV8xMDIwNy0zOC56aXA= at 2023-10-04 11:03:22. This Project can be renamed at any time, at your own convenience.

You can also locate the restored Project, by going to the originating Project, of which the Snapshot was created, and selecting the Snapshot. Within the Snapshot, you will find a list of Snapshot restorations. By clicking on the restored Snapshot, you will be redirected to the Snapshots

img_1.png

Changing a Snapshot#

It is not possible to change the contents of a Snapshot once the Snapshot has been created. If you do want to change the Snapshot, it is advised to recreate the Snapshot while deleting the previous one.

Deleting a Snapshots#

img_6.png

You can delete a Snapshot and its accompanied data by selecting the Snapshot in the Snapshot List view, and executing the action of “Delete selected Snapshot”. This will then irrevocably delete the Snapshot and all its data. Please do keep in mind, that this will not delete any data in Projects which were already restored by the Snapshot, or the Project of which the Snapshot was deleted.

Downloading a Snapshot#

Downloading the stored Snapshot data currently is not possible for SaaS users on app.konfuzio. However, it is supported for self-hosted installations. You can find more information about this here.


Snapshots for self-hosted installations#

This section provides specific details and considerations when working with Snapshots in a self-hosted environment.

Restoring a Snapshot Between different self-hosted installations#

Version cut-off date: Categorization AI in self-hosted Snapshot

Please keep in mind that only new versions of the Konfuzio Server currently support Categorization AIs in Snapshots. If your self-hosted installation or your Categorization AIs trained on a self-hosted version below released-2023-10-04_18-41-03, please read the following section here

A Snapshot can be restored from a different environment/hosts, as long these environments/hosts are connected to a shared data storage (for example S3 or Azure). Restoring the Snapshot can then be done via the web-interface, where an Snapshot identifier from one environment, will ensure that it can be downloaded on another environment.

This can be useful, for example, when you have Konfuzio installations on different servers, such as konfuzio-1.example.com and konfuzio-2.example.com.

Security information about the identifier

The unique identifier of a Snapshot, is only available within the shared storage that the host is connected to. So even if this identifier is leaked, any third party with access to the identifier, will not be able to restore the Snapshot, as long they are not connected to the same host, with their own Konfuzio installation as well.

Locating the Snapshot identifier on one environment (ex: konfuzio-1.example.com)

img_2.png

Using the Snapshot identifier on another environment (ex: konfuzio-2.example.com)

img_3.png

Prerequisites#

To restore Snapshots across environments, you need to configure your Konfuzio installations with the correct environment variables. These variables can be found in the dev documentation. For this tutorial, we assume the following:

  • SNAPSHOT_DEFAULT_FILE_STORAGE is set to storages.backends.s3boto.S3BotoStorage or storages.backends.azure_storage.AzureStorage

  • Both environments (konfuzio-1.example and konfuzio-2.example) are configured with the same SNAPSHOT_DEFAULT_FILE_STORAGE.

  • SNAPSHOT_RESTORE_ACROSS_ENVIRONMENTS is set to True.

Here’s an overview of the restoration process:

flowchart TD User -- 1. Create Snapshot --> A1 User -- 3. Request Snapshot Restore --> B1 S[Snapshot Storage:\nS3, AzureStorage or FileSystemStorage] subgraph Konfuzio Environment A A1[Web & API Container] A2[Other Worker Containers] end subgraph Konfuzio Environment B B1[Web & API Container] B2[Other Worker Containers] end A2 -- 2. Upload --> S S -- 4. Download --> B2

step-by-step: Restoring a Snapshot from One Environment to another through the web-interface#

Assuming that you’ve met the prerequisites, migrating Snapshots between environments is straightforward.

  1. Get the Environment Identifier: On konfuzio-1.example.com, go to the Snapshot that you previously created. In the Snapshots list view, you will find an identifier. This identifier is all you need for the restoration.

  2. Use the Environment Identifier on the Other Environment: On konfuzio-2.example.com, navigate to the Snapshot section and click on “Restores.” Please note that the “ Restores” section only appears if SNAPSHOT_RESTORE_ACROSS_ENVIRONMENTS is set to True.

  3. Select How to Restore the Snapshot: Click on “Add Snapshot restore” and enter your identifier. Here, you can choose to either create a new project by checking “New Project” or import the Project and its Snapshot contents into your current Project.

Restoration Selection (New Project or Merging)

img_5.png

  1. Check the Status: Once you’ve chosen to import your Snapshot into a new or existing Project, the import process begins. You can monitor the status by clicking on the Snapshot restore itself. You can view the possible Snapshot restoration statuses here.

  2. Snapshot Restoration Finished: Once the status of the Snapshot restoration changes to “Snapshot restored,” you can start using your Snapshot on the new environment.

That’s it! You’ve successfully restored a Snapshot from one Konfuzio environment to another. This feature is valuable for managing data and projects across multiple installations.

Downloading Snapshots#

While there is no one-click way to download your Snapshot data, it is possible to ssh into your host, and navigate to the into your installations /data/ folder. You will be able to locate your created snapshots within the folder konfuzio-snapshots. It is not possible to manually restore the Snapshots contents within this folder as a Snapshot.

Manually creating, restoring & migrating data with the SDK#

Without a shared data storage, the Snapshot feature is not needed

A state of a Project at a specific moment, only needs the Server and Konfuzio SDK CLi commands.

When working across different environments and hosts without shared storage, you can manually migrate data using the Konfuzio SDK and the Konfuzio Server with CLI commands. This method is particularly useful for air-gapped environments that don’t require the Snapshot feature. However, ensure you meet the version requirements for the Categorization AI, as described here.

For detailed instructions on restoring and migrating data with the Konfuzio SDK, please refer to our dev.konfuzio.com

Snapshots Permissions#

The Permission to create, read, update or delete a Permission must be assigned to a User via Roles. In order to use all Snapshot features you need to assign:

can view snapshot
can add snapshot
can change snapshot
can delete snapshot

can view snapshotrestore
can add snapshotrestore
can change snapshotrestore
can delete snapshotrestore

To learn more about Roles and Permission click here.