Cloning a Profile¶

In BizMetry, the option to clone a profile allows you to create an exact replica of an existing profile's configuration and structure. This feature is accessible from the profile tile via the ellipsis menu (⋮) at the bottom-right corner.

Cloning is useful when you need to replicate a working configuration for different environments, teams, or testing purposes without manually recreating all settings.

🔄 How to Clone a Profile¶

Step 1: Locate the Profile¶

Navigate to the Home screen and find the profile tile you want to clone.

Step 2: Open the Profile Menu¶

Click the ellipsis menu (⋮) located at the bottom-right corner of the profile tile.

Step 3: Select Clone Option¶

From the contextual menu, select "Clone Profile".

Step 4: Automatic Cloning Process¶

BizMetry will immediately create a cloned profile with an automatically generated name in the format:

[Hexadecimal] Copy of <Original Profile Name>

Example:

If the original profile is named AI Chat Production, the cloned profile might be named:

[A3F7B2] Copy of AI Chat Production

The hexadecimal prefix ensures uniqueness and helps you track multiple clones.

📋 What Gets Cloned¶

When you clone a profile, BizMetry creates a complete copy of the following configuration elements:

Elements Copied to the Clone¶

• Profile Details - Name (with clone prefix), project name, and description
• Telemetry Template - Complete template structure including all definitions
• Environments - All environment configurations (Dev, QA, Prod, etc.)
• Agent Configurations - Agent settings and deployment configurations
• Client Definitions - All registered client types and instances
• Resource Definitions - All registered resource types and instances
• Domain Configuration - Business domain and technology stack settings
• Frame Types - Telemetry frame type definitions
• Attribute Types - Resource attribute definitions and metadata

Elements NOT Copied¶

The following data is not copied to maintain independence between profiles:

• Historical Telemetry Data - Data belongs to the original profile's operational history
• Captured Metrics - Metrics are time-bound to the original profile
• Agent Logs - Logs are specific to the original agents' operations
• Active Agent Connections - Agents must be redeployed for the new profile
• Analytics Dashboards - Dashboards will be empty until new data is collected
• KPI Calculations - KPIs will recalculate based on new telemetry data
• Alerts History - Alert history is not transferred

📦 Agents and Infrastructure¶

Once the cloning is complete, the new profile can be managed separately from the original.

To deploy agents for the cloned profile:

1. Navigate to the Agents section in the cloned profile
2. Download agent packages for your target platforms
3. Deploy agents to your infrastructure
4. Verify agent connectivity and status

🚀 Post-Cloning Steps¶

After successfully cloning a profile, follow these steps to make it operational:

Step 1: Rename the Profile (Optional)¶

By default, the cloned profile receives an auto-generated name. You may want to rename it to something more meaningful:

1. Open the cloned profile's detail view
2. Click "Edit Profile"
3. Update the profile name, project name, and description
4. Save changes

Example naming convention:

• Original: AI Chat Production
• Clone: AI Chat Staging or AI Chat Testing

Step 2: Review and Adjust Configuration¶

Review the cloned configuration and make necessary adjustments:

• Update environment names if needed
• Modify client or resource definitions for the new context
• Adjust frame types if requirements differ
• Update domain or stack settings if applicable

Step 3: Deploy New Agents¶

Download and install agents specifically for the cloned profile. Agents from the original profile cannot be reused.

Step 4: Configure Environment-Specific Settings¶

Update any environment-specific configurations:

• API endpoints
• Database connections
• Authentication credentials
• Network settings
• Regional configurations

Step 5: Start Data Collection¶

Once agents are deployed and connected:

1. Enable the cloned profile
2. Verify agents are transmitting telemetry frames
3. Monitor initial data collection
4. Validate metrics and KPIs

🎯 Common Use Cases for Cloning¶

1. Environment Replication¶

Scenario: You have a production profile and need an identical setup for staging.

Solution: Clone the production profile, rename it to "Staging", and deploy agents to your staging environment.

Benefits:

• Consistent configuration across environments
• Reduced setup time
• Minimized configuration errors

2. Testing and Experimentation¶

Scenario: You want to test template changes without affecting production monitoring.

Solution: Clone the production profile to create a safe testing environment.

Benefits:

• Risk-free experimentation
• Ability to compare configurations
• Easy rollback if needed

3. Team or Project Segmentation¶

Scenario: Multiple teams need similar monitoring profiles with slight variations.

Solution: Clone a master profile and customize for each team's specific needs.

Benefits:

• Standardized baseline configuration
• Team-specific customization
• Simplified profile management

🧑‍💻 Best Practices¶

Before Cloning¶

After Cloning¶

Naming Conventions¶

Use clear, descriptive names for cloned profiles:

Good naming examples:

• AI Chat - Production → AI Chat - Staging
• E-commerce Monitoring → E-commerce Monitoring - EU Region
• Fleet Telemetry → Fleet Telemetry - Testing

Avoid:

• Generic names like "Copy of Profile" (unless temporary)
• Names without context about purpose or environment
• Names that don't indicate relationship to original

Agent Reconfiguration¶

After cloning:

• Ensure new agents connect to the correct profile ID
• Verify agent authentication credentials
• Test agent connectivity before full deployment
• Monitor agent logs for connection issues

Data Collection Strategy¶

Although metric data is not copied:

• Plan your data collection approach for the new profile
• Configure retention policies appropriately
• Set up initial baselines and thresholds
• Re-sync agents to start fresh data collection

🔄 Cloning vs Creating from Scratch¶

🔗 Related Sections¶

• Creating a New Profile
• Deleting a Profile
• Exporting a Profile
• Agent Deployment Guide
• Environment Configuration