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Power Platform Community / Forums / Copilot Studio / Regarding Agent Backup...
Copilot Studio
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Regarding Agent Backup and Restoration Methods

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Posted on by 6
This text has been translated from Japanese, so I’m sorry if any parts are unclear.
 
I am creating an internal FAQ bot using the paid version of Copilot Studio.
Could you please explain how to back up and restore a solution?
 
・In Power Apps, create a new solution via “New solution.”
・Add the relevant agent to that solution.
・Export the solution and download the generated ZIP file.
 
With the above steps, I was able to save the backup file.
 
For restoration:
・In “Import solution,” select and import the backup file that was downloaded.
・Open the target agent within the imported solution.
・Publish the opened agent.
 
I was told that following these steps would overwrite the current content with the state from the time of the backup, effectively restoring it. However, this did not work as expected.
 
After downloading the backup file, I made the following changes:
 
・Modified the content under “Instructions”
・Created a new custom topic
・Added documents to the knowledge base
 
However, when I attempted to restore the solution, only the changes made to “Instructions” were reverted to the state at the time of the backup. The newly created custom topic and the documents added to the knowledge base did not disappear.
I would like to understand why only the “Instructions” section was restored, while the custom topics and knowledge documents were not. Additionally, I would appreciate guidance on how to correctly restore these elements as well.


 
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  • Suggested answer
    Michael E. Gernaey Profile Picture
    53,969 Moderator on at
     
    I am not following.
     
    So you exported your solution (in a managed or unmanaged solution???)
     
    You said you then made changes.
     
    Made changes where? What environment?
     
    And I do not understand this part
     
    After downloading the backup file, I made the following changes:
     
    ・Modified the content under “Instructions”
    ・Created a new custom topic
    ・Added documents to the knowledge base
     
    If you Exported your solution, then went right back into your environment and made changes, you have to re-export again for the changes to show up in a new Export Zip.
     
    So again where are you making these changes? Did you publish your Agent (if not the Topic will not show up, instructions can). 

    Do you publish all customizations and then re-export your agent before important it into the new area?
     
    Also, are you doing Unmanaged or Managed Solutions?
    Was the previous one you important a managed or unmanaged as this will impact as you cannot effectively put unmanaged over managed it will mess it up.
     
    So steps should be
     
    1. Add agent to Solution
    2. Publish your agent
    3. Close Agent
    4. Publish all customizations
    5. Click Settings on your Solution
    6. Change the version number to increment it
    7. Publish all customizations
    8. Export your Solution as (managed most likely depending on if the next environment is another Dev, or if its Test and beyond use managed, another dev use Unmanaged)
    9. Import
    10. I always recommend publishing all customizations
    11. You should see your changes to the agent
     
    If you exported by immediately went and made more changes, then follow steps 2 - 11, ignoring 1 since its already part of your solution
     
    Cheers,
     
     

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