# Administering Sandbox Snapshots

Snapshots are copies of your sandbox Vaults that store the Vault's configuration and data at a given point in time. Your organization can use snapshots to create and <a href="/en/lr/48988/#refresh">refresh sandbox Vaults</a>. This helps reduce the time and effort required to generate sandboxes for testing or development. For example, instead of using Test Data Packages or Vault Loader to transfer data to a UAT Vault, you can create a UAT Vault from a snapshot.

The following types of snapshots exist:

  * **Configuration Snapshots**: Only contain the configuration of the source sandbox, similar to <a href="/en/lr/48988/#configurationcopying">configuration sandboxes</a>. User references are not maintained.
  * **Data Snapshots**: Contain configuration, data, and content from the source sandbox, maintaining user references.

Data snapshots make a complete copy of the sandbox with the following exceptions:

* Audit logs are not copied
* Vault Connections are reset (similar to <a href="/en/lr/53358/#connection-sandboxes">sandboxes themselves</a>)
* Vault Token records are reset
* The <a href="/en/lr/70128/">Scheduled Data Export job</a> is reset
* <a href="/en/lr/79636601/">Legacy Collaborative Authoring</a> settings are cleared. Snapshots copy the settings for <a href="/en/lr/56840/">enhanced Collaborative Authoring</a> configurations only.

When a sandbox is created from a data snapshot, only Vault Owners are notified via welcome email.

After rebuilding a sandbox from a data snapshot, any Connections and the Scheduled Data Export job need to be reconfigured.

## Snapshot Limits

Veeva provides two (2) snapshots for each sandbox, regardless of size. For example, if your production Vault has three (3) _Small_ and two (2) _Large_ sandboxes, a total of ten (10) snapshots are allowed.

A _Data Snapshot_ cannot be created if its source sandbox exceeds the size limits below. Content size limits exclude data in your Vault's <a href="/en/lr/38653/">file staging</a>.

  * **Small**: Allows 100,000 total object records, 10,000 document versions, and 50 GB of content
  * **Medium**: Allows 1,000,000 total object records, 100,000 document versions, and 50 GB of content
  * **Large**: Allows 10,000,000 total object records, 100,000 document versions, and 50 GB of content
  * **Very Large**: Allows 10,000,000 total object records, 100,000 document versions, and 50 GB of content
  * **Extra Large**: Allows 10,000,000 total object records, 100,000 document versions, and 50 GB of content
  * **Full**: Allows 10,000,000 total object records, 100,000 document versions, and 50 GB of content 

You can only create snapshots for sandbox Vaults, excluding pre-release sandboxes. However, you can create pre-release <a href="/en/lr/48988/#create">sandboxes from snapshots</a>.

## Viewing Snapshots

To view existing and available snapshots, navigate to **Admin > Deployment > Sandbox Snapshots**. The number of available snapshots is displayed in the top right corner of the page.

The _All Snapshots_ section provides snapshot details for sandboxes of which the current Vault is a direct or indirect parent, including snapshots created from a source other than the current Vault.

<a href="https://platform.veevavault.help/assets/images/Sandbox_Snapshots_22R32.png" data-lightbox="Sandbox_Snapshots_22R32.png" data-title="" data-alt="The Sandbox Snapshots page.">
  <img class="docimage" src="https://platform.veevavault.help/assets/images/Sandbox_Snapshots_22R32.png" alt="The Sandbox Snapshots page." style=""  />
</a>

## Snapshot Releases

Snapshots can retain details about the Vault's release when the snapshot was created. This information is important to know in the following scenarios:

* When using a General Release snapshot to produce a Limited Release Vault

* When attempting to use a Limited Release snapshot to produce a General Release Vault, which is prohibited

## Snapshot Expiration {#expiration}

Vault assigns a snapshot the same release version as its source sandbox Vault upon creation. However, as time progresses, the snapshot release version will fall behind that of the source sandbox Vault. Automatic snapshot expiration prevents the need for snapshots to be upgraded across multiple releases.

Snapshots expire automatically if unused for a period of time. [Updating][3] or [upgrading][4] a snapshot updates its _Expires On_ date. Vault Owners are notified via email seven (7) days prior to a snapshot's expiration. This warning is also visible on the _Sandbox Snapshots_ page. For example, a snapshot created from a general release sandbox with the version 22R3.0 will expire just prior to the 23R2.0 release. Alternatively, a snapshot created from a limited release sandbox with the version 22R3.2 will expire soon after the 23R1.0 release.

The following table displays the exact dates of snapshot expiration:

| Vault Release | General | Limited |
| - | - | - |
| 1.x | November 14th | August 15th |
| 2.x | April 4th | December 5th |
| 3.x | July 25th | April 25th |

## Creating Snapshots {#create}

To create a new snapshot:

  1. From the parent Vault of the sandbox you'd like to take a snapshot of, navigate to **Admin > Deployment > Sandbox Snapshots**.
  2. Click **Create**.
  3. Click **Select Sandbox** to select a **Source**. In the dialog, choose the name of the desired source Vault. Click **Continue** to return to the _New Snapshot_ page.
  4. Enter the **Name** of the snapshot. Snapshot names must follow the same <a href="/en/lr/48988/#name">rules for Vault names</a> as sandboxes.
  5. Provide a **Description** for the snapshot.
  6. Select whether to **Include Data**. If unchecked, the snapshot will only include configuration.
  7. Click **Finish**. The build process can take ten (10) minutes to six (6) hours depending on the size of the source sandbox. Users are unable to access the source sandbox while the snapshot is building. Admins receive a Vault and email notification when a snapshot has been successfully built.

## Updating Snapshots {#update}

Updating a snapshot creates a new snapshot to replace an existing one. The new snapshot shares the same _Name_ and _Description_. Similar to refreshing a sandbox, updating a snapshot overwrites its configuration and optional data with the latest from the source sandbox Vault. This action also updates the [expiration date][1] of the snapshot.

How often you can update a snapshot depends on the size of the source sandbox:

  * **Small**: Up to five (5) times in a 24-hour period
  * **Medium**: Once in a 24-hour period
  * **Large**: Once in a 24-hour period
  * **Very Large**: Once in a 24-hour period
  * **Extra Large**: Once in a 24-hour period
  * **Full**: Once in a 24-hour period

### How to Update a Snapshot

To update a snapshot:

  1. In the snapshot's source sandbox Vault, navigate to **Admin > Deployment > Sandbox Snapshots**.
  2. From the **Actions** menu of the snapshot, select **Update**.
  3. A message appears to warn you that a new snapshot will be created to replace the current snapshot. Click **Confirm**. The build process can take ten (10) minutes to six (6) hours depending on the size of the source sandbox. Users are unable to access the source sandbox while the snapshot is building. Admins receive a Vault and email notification when a snapshot has been successfully built.

## Upgrading Snapshots {#upgrade}

Upgrading a snapshot changes the sandbox release version to match that of the source sandbox Vault. This action is only available when the snapshot has an _Upgrade Status_ of "Upgrade Required" or "Upgrade Available". An _Upgrade Status_ of "Expired" indicates the snapshot hasn't been upgraded before its [expiration date][1].

### How to Upgrade a Snapshot

To upgrade a snapshot:

  1. In the snapshot's source sandbox Vault, navigate to **Admin > Deployment > Sandbox Snapshots**.
  2. From the **Actions** menu of the snapshot, select **Upgrade**.
  3. A message appears to inform you that the snapshot will be upgraded to the appropriate release version. Click **Confirm** to start the upgrade process. 
  
  This process can take anywhere from one (1) to ten (10) hours depending on the size of your Vault. The snapshot will be unavailable while it's being upgraded. Admins receive a Vault and email notification when a snapshot has been successfully upgraded.

## Deleting Snapshots {#delete}

Existing snapshots can be deleted once they are no longer in use or to increase the total number of available snapshots. You can delete snapshots along with their source sandbox or [retain][7] them for later use. You cannot recover deleted snapshots.

You can delete a snapshot after a certain period depending on the size of the source sandbox:

  * **Small**: Anytime after creation
  * **Medium**: 24 hours after creation
  * **Large**: 24 hours after creation
  * **Very Large**: 24 hours after creation
  * **Extra Large**: 24 hours after creation
  * **Full**: 24 hours after creation

### How to Delete a Snapshot

To delete a snapshot:

  1. In the snapshot's source sandbox Vault, navigate to **Admin > Deployment > Sandbox Snapshots**.
  2. From the **Actions** menu of the snapshot, select **Delete**.
  3. A message appears to inform you that the snapshot will be deleted and it cannot be reverted. Click **Confirm** to start the deletion process. Admins receive a Vault and email notification when a snapshot has been successfully deleted.

## Retaining Snapshots {#retain}

When a sandbox with associated snapshots is <a href="/en/lr/48988/#delete">deleted</a>, Vault provides the option to move the snapshots to a new source sandbox.

The _Change Source Sandbox_ action allows you to retain snapshots for future use and prevents the need to run multiple obsolete sandboxes. You can select any sandbox that appears in the _Active Sandbox Vault_ section or a parent sandbox as the new source sandbox. Any sandboxes already associated with two snapshots are grayed out for selection.

<div class="note-border alert-info">
  <div class="alert alert-info" role="alert">
    <div><i class="far fa-info-circle"></i></div>
    <div class="alert-text">
      <p><strong>Note</strong>: The source sandbox and snapshot must be on the same release. For example, you cannot move a limited release snapshot to a general release sandbox.</p>
    </div>
  </div>
</div>



### How to Change the Source Sandbox

To change a snapshot's source sandbox:
1. In the snapshot's source sandbox Vault, navigate to **Admin > Deployment > Sandbox Snapshots**.
2. Select **Change Source Sandbox** from the snapshot's **Actions** menu.
3. The **Change Source Sandbox** dialog opens. Select a new sandbox.
4. Click **Confirm**.
  
The page will refresh and display the snapshot under its new source sandbox. Data and Configuration in the Snapshot will remain the same. 

## Configuration Reports

When a Snapshot is created, Vault also creates a <a href="/en/lr/42889/">Vault Configuration Report</a> for that snapshot. To view it, users with appropriate [permissions][6] can click the **Actions** menu for a snapshot and select **Download Configuration Report**.

## Related Permissions {#permissions}

By default, administration options for sandbox snapshots are only available to Vault Owners. To grant access to other users, use a custom security profile with the following permissions:

|Type|Permission Label|Controls|
|--- |--- |--- |
|Security Profile|Admin: Sandbox Snapshots: Read|Ability to view snapshots and Configuration Reports in the **Admin > Deployment > Sandbox Snapshots** page|
|Security Profile|Admin: Sandbox Snapshots: Create|Ability to create snapshots in the **Admin > Deployment > Sandbox Snapshots** page|
|Security Profile|Admin: Sandbox Snapshots: Edit|Ability to update and upgrade snapshots in the **Admin > Deployment > Sandbox Snapshots** page|
|Security Profile|Admin: Sandbox Snapshots: Delete|Ability to delete snapshots in the **Admin > Deployment > Sandbox Snapshots** page|

 [1]: #expiration
 [2]: #create
 [3]: #update
 [4]: #upgrade
 [5]: #delete
 [6]: #permissions
 [7]: #retain
