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Manually generate a snapshot

For more information, see Manual snapshots.

  1. Go to Source > Systems.

  2. For the relevant source system, Edit a source system.

  3. Optional: Make changes to the source system's configuration (source mappings, display name formatting, primary contract & manager determinants) that you want reflected in the new snapshot.

  4. Click New Snapshot.

    2022-04-05_15-33-45.png

A new snapshot is created. To view it, View a snapshot. Or, View snapshot logs.