Atlas comes with a taxonomy backup service that runs in the background once a day, that saves a file with a copy of the Atlas' taxonomy in SharePoint (in the Atlas configuration workspace under Site contents -> Atlas Configuration Files -> Term store backups).
This background process is run on Azure and it is enabled by default in every implementation of Atlas. However, in case you require to disable the service (or enable it again) because of any reason at any time, these are the steps to take in Azure to modify the status of the service:
Modify the Taxonomy backup configuration settings of your Atlas' Azure implementation
The next steps must be performed with an account that has at least "Contributor" permissions over the resource group where Atlas is sitting under you Azure subscription:
- Open your browser in the Azure Portal (https://portal.azure.com). You will need to connect to the tenant where your Atlas Resource Group is Deployed.
- Open the Resource Group and locate the Function App named func-atlas-tf-xxxx-xxxx (the last part of the name will depend on your company name acronym and environment name).
- In the opened Function App, select Configuration in the Settings section and locate the Application Setting Named DisableTaxonomyBackupFunctions. This will show the value set in your actual Atlas Deployment.
- You may find the value false. This value means that the service is running and the backup will be taken on next execution (once a day).
- If at any time you want to disable the taxonomy backup service, set this value to true.
- Scroll to the top of the page and click on "Save" and "Continue" to apply the changes
Restore Process
We take backups of the Atlas Taxonomy and Main Navigation from the termstore for safety. Should a key Atlas term set (Department, Subject, etc) or term group (Atlas, Atlas Navigation) be deleted they can be restored with the correct GUIDs and the tags against the content will be restored.
Please view Term Store Restore article for instructions
Downloading and Reviewing Termstore Backup Exports
You may want to use the Taxonomy backup service to review your taxonomy and menu options in a more easily consumable and reviewable format. For instructions on how to convert the XML Term Store backups into a useable Excel spreadsheet (CSV) please follow instructions in this article.
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