Scheduling tag backups

<< Click to Display Table of Contents >>

Navigation:  Administration > Database Administration > Creating and Managing Tags >

Scheduling tag backups

It is recommended that you make regular backup files of your tags. An exported copy of a database does not retain tag history. Utilizing Windows Services, the Backup and Restore Tag Utility backs up a single database or directory of databases and provides tools to restore any damaged or lost files to an earlier point in time.

The Backup and Restore Utility searches the specified directory and when changes are made to a database's TRK file, the utility backs up the file at the scheduled backup interval, and saves it to the specified directory.  Email notification can be set up to alert you when a TRK file is identified as damaged or the storage capacity of the backup file location. The backup files are located in the same location as the associated database.

Multiple backup services can be configured for different directories where Concordance Desktop databases are stored.  A log file is created for each directory with the backup information, including when a backup was skipped because the previous backup took too long.  The log file is stored in the Concordance Desktop 10 Logs folder in the Program data path.

Keep the following in mind when scheduling the TRK backup:

Schedule the Backup and Restore Tag Utility to run when all databases are closed to ensure the process is not interrupted.

The utility does not create a backup for the Notes.TRK or the Redlines.TRK.

A backup will not be created if the directory path, including the TRK filename, exceeds 251 characters.

Make sure that you have administrator-level permissions for the computer you want to run the Backup and Restore Tag Utility.  For more information, see Windows Help and Support.

When scheduling the backup of large TRK files that may require more than an hour to run, make sure you allow enough time between backups to ensure one process completes before the next one begins.

To Setup a Tag Backup Schedule

1.From the Tools menu, click Backup and Restore Tag Utility.

2.To setup a backup folder to store the files:

a.Click the Add button.

b.In the Configure Backup Directory dialog box, click the Browse button.

c.In the Browse for Folder dialog box, locate and select the directory or folder that contains the database(s) you want to backup tags, and then click OK.

i.The path for the directory or folder is displayed in the Backup Root Directory field.

The path for the directory or folder should not exceed 251 characters in length.

d.From the Frequency list, select how ofter to run the backup utility.

e.In the Start Time box, specify the start time for the backup utility.

f.In the Maximum # of backup files per DB field, type the maximum number of backup files to store in the folder for the database.

i.When the backup folder reaches the maximum limit, the oldest backup file is replaced with the latest version.

g.When finished, click Apply.

3.To setup the email notifications:

a.In the Notification section, select any of the following:

Select the Send Notification when TRK file stops responding check box to receive an email for non-functioning TRK files.

Select the Send backup summary email after each run to receive an email outlining the latest backup processes.

b.Click the Configure button.

c.In the SMTP Server field, type the e-mail server to send e-mail notifications.

d.In the SMTP Server Port field, type the port number to use for outgoing mail transport.

e.In the Username field, type the name you want to appear as the author of the e-mail.

f.In the Email Address field, type the email address for the author.

g.In the Recipient field, type the email address for the individual who will receive the email notification.

h.To verify the email address is valid, click the Test button.

i.If the email is valid, a message is displayed stating the test was successful and the recipient will receive a test email .

i.When finished, click Apply.

4.When finished, click Enable Tag Backups.

5.In the Backup Service Login dialog box, do one of the following, and then click OK:

Select Local System Account to run the service from the local system account.

Select This Account, and then type the domain name and username in the Username field, and the password in the Password field.

6.When finished, click OK to exit the utility.

To View the Backup Summary Report

1.From the Tools menu, click Backup and Restore Tag Utility.

2.Click the Last Backup Summary button.

3.Review the summary report, and then do one of the following:

Click OK to close the Backup Summary Report.

Click Print to print a copy of the report.

4.When finished, click OK to exit the utility.

To Change a Tag Backup Schedule

1.From the Tools menu, click Backup and Restore Tag Utility.

2.In the Backup Folder section, select the folder path you want to modify.

3.Click the Modify button.

4.In the Configure Backup Folder dialog box, make any necessary changes, and then click Apply.

5.To make changes to the email notification, click the Configure button, make any necessary changes, and then click Apply.

6.When finished, click Enable Tag Backup.

7.In the Backup Service Login dialog box, do one of the following, and then click OK:

Select Local System Account to run the service from the local system account.

Select This Account, type the Username and Password in the corresponding fields.

8.When finished, click OK to exit the utility.

To Delete a Scheduled Backup Folder

1.From the Tools menu, click Backup and Restore Tag Utility.

2.In the Backup Folder section, select the folder path you want to modify.

3.Click the Delete button.

4.When prompted, click Yes to confirm the deletion.

5.When finished, click OK to exit the utility.