Document how to back up Optimize data

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    • Type: Task
    • Resolution: Unresolved
    • Priority: L3 - Default
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    • Affects Version/s: None
    • Component/s: documentation
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      For C7 and C8 Self-Managed customers running their own Elasticsearch databases, some customers (SUPPORT-11492) want to back up a limited part of their Optimize databases. We could use the existing Elasticsearch snapshotting, targeting specific indices.

      Optimize has separate indexes for each of the following:

      • process reports
      • decision reports
      • combined reports
      • dashboards
      • collections
      • alerts
        In addition, there are indices for dashboard and report shares

      We should provide a 'menu of options' with instructions for:
      1. Full Backup: If you recover from this backup, Optimize will look just like it did when it was backed up. Any data in the engine may need to be reimported, but you don't lose archival data that exceeded the engine's TTL
      2: Config-Backup: If you recover from this backup, Optimize will look exactly how you left it, but be empty. While the obvious indices are reports, dashboards, collections, alerts, and shares, there may be additional scope once an engineer takes a closer look

            Assignee:
            Unassigned
            Reporter:
            Eric Lundberg
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              Created:
              Updated: