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Intro

Starting in Workbench 5.1 you can now create a complete backup of your Workbench settings to install on a new computer. This allows you to migrate your settings and accounts exactly as they are from one machine to another. To do this you have to be running Workbench as a local admin on the windows machine. Note: Additionally, it’s still best practice to back up your jobs separately. The process of backing up your Workbench 5.1 settings does not directly back up individual Workbench 5.1 jobs. To learn more about backing up your Workbench jobs, refer to the Backing Up Workbench 5.1 jobs

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Creating a Workbench 5.1 Back Up

  1. Click on the ellipses (More) icon.
  2. Click Settings.
  3. In the Path field, type the file path or click the Browse… button to select a file path.
  4. Type the desired name for the.wbf file.
  5. Click Save. After you’ve selected where you want to save the backup you can create a passcode used for importing the data into Workbench.
  6. In the Passcode field, Type the desired passcode for the.wbf file or, click Generate and copy to have Workbench 5.1 automatically create and copy a passcode for you. The passcode must be at least 20 characters in length and contain at least 1 uppercase character(s), 1 lowercase character(s), 1 number(s), and 1 symbol(s).
  7. Click Create. If done correctly, you will see a message in green saying success. This creates an encrypted.wbf file, a proprietary format that can be used to quickly restore your workbench settings on a new machine.
The backup contains credentials and other potentially sensitive details used in your Workbench Jobs, The passcode is used to decrypt that information upon import back in to workbench, so keep it safe.

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Stopping Workbench 5.1

After creating the backup, you will need to turn off the workbench service on the original machine. Running multiple instances of workbench pointed to the same agent in Domo, will result in an error. To stop the service:
  1. Click on the upward facing arrow on the bottom right of your Windows taskbar.
  2. Right click the Workbench icon .
  3. Select Service.
  4. then click Stop.
If you no longer need Workbench on the existing machine you can uninstall it through the windows control panel.

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Importing Workbench 5.1 Settings

If you lose your Workbench 5.1 settings for any reason, and still have the back up.wbf file you created for your Workbench 5.1 settings, you can import that file using Workbench 5.1 to restore your settings.
  1. Click on the ellipses (More) icon.
  2. Click Settings.
  3. Click Import Backup.
  4. Click the Browse… button to locate the.wbf file with your Workbench 5.1 settings.
  5. In the Passcode field, paste or type the Passcode associated with your.wbf file.
  6. Click Import. If successful, there will be a message in green saying success.
You can learn more about backing up your Workbench 5.1 settings by watching this video.