Create a snapshot

Outcome You preserve the complete Current state of an instance - files, tables, and application configurations - as an immutable, time-stamped record.

Before you start

  • You are in the Current state of the instance you want to snapshot.

  • You hold the Instance Editor role or higher in the instance.

  • All work you want to preserve has been saved (snapshots capture what is on disk, not what is in memory).

A snapshot captures the complete Current state of an instance as an immutable, time-stamped record. There are two ways to create one:

  • Quick snapshot - captures the Current state with the timestamp as the snapshot name. Use this when you want a safety net before a risky operation and don't need to find the snapshot by name later.

  • Detailed snapshot - captures the Current state with a user-provided name and description. Use this when you want a named record of a meaningful state ("end of term", "v1.0 final analysis", "before final submission") that you can find later by name.

Create a quick snapshot

1

Navigate to the space containing the instance.

2

Make sure you are viewing the Current State of an instance.

3

From the left sidebar, hover on the camera icon and click on QUICK SNAPSHOT.

Create a detailed snapshot

1

Navigate to the space containing the instance.

2

Make sure you are viewing the current state of an instance.

3

From the left sidebar, hover on the camera icon and click on TAKE SNAPSHOT AND DESCRIBE.

4

Fill in the snapshot name and description form. Snapshot names need to be unique in an instance.

5

Click + ADD SNAPSHOT.

Snapshots are created almost instantaneously. Refresh the page before creating another snapshot - the UI may otherwise prevent the second creation.

Role-specific notes

Date- or term-based names work well for course archives ("2025-spring-final", "end-of-term-stats101"). Detailed snapshots are worth the extra effort here because you'll be looking for them next term when reusing the course.

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