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Create Database Backup Process

The most convenient way to tell VP Backup WHAT and WHERE to backup is to use the VP Backup Setup Wizard. However, if you just want to add another database or directory to your existing backup protocol, you can create these processes manually. This option also provides for additional customization.

These instructions show you how to create a database backup process, which tells VP Backup which ViewPoint database to include in the backup. Click here to create a directory backup or click here to create a file upload process.

Select to Create a New Database Backup Process

  1. Open the VP Backup Service application.
    1. If the ViewPoint icon ( ) appears in the status area of your taskbar, usually the lower right-hand corner of your screen, double-click the icon to open the VP Backup Service application.
    2. If the ViewPoint icon ( ) is NOT on your taskbar, you must first activate VP Backup Service, then double-click the icon.
  2. Select to create a new database process with one of the following methods:
    1. Select {Processes} then {New ->} and {Database Backup} from the menu at the top of the screen.


       
    2. If the toolbar has an icon that looks like two cylinders: you can simply click the icon to create a new database process.
  3. If the toolbar icon looks like one cylinder instead: you can click the [V] beside the icon, then select [Database Backup].

(The icon that appears on the toolbar reflects the type of backup process you created most recently.)

You can now define the database backup process properties.

Define What ViewPoint Database to Backup

When you choose to create or modify a database backup process, you see the following dialog box, where you enter the necessary information:

  1. {Process Name}: Provide an appropriate name for the process. The name can contain up to 255 characters, letters and/or numbers. Characters such as  *,&, ? are invalid. If you are modifying an existing process, you cannot change the name.
  2. {Database Server} The name of the server hosting the database defaults to the current machine. You cannot change this field.
  3. Authentication: Enter the necessary data to log into the database server.
    1. By default, VP Backup logs into the database as a “Super User”, with the user id of “SA” and  the password determined by the customer ID.
    2. If you do not want to use this mode, check the Not as "Super User" box and/or User defined password box to override these fields and enter your own User name/password.
  4. {Backup Database}: Select the database you want to be backed up.
    1. Click the [ V ] drop down button beside this field and select the database you would like to backup.  Only databases available to the {Database Server} and Authentication information you provided are listed.
    2. You may also type the name of a database that WILL EXIST before this process is executed.
  5. {Backup Location}: Specify where you would like the database to be temporarily stored on your local machine. The data will be in this location only until all other backup processes are executed, and the File Upload process saves all your backup files to your "safe" location.
    1. We recommended that you store all temporary data in the system-defined temporary folder.
    2. If you want to store the data in another location, you may click the […] button to navigate to an appropriate directory.
  6. {Password Protection}: If you would like to further protect your data, check the Password protect this backup box, and supply a password.
  7. Click [Save Changes] to save the process properties.

You can re-order the processes in the list with the and buttons on the toolbar if needed. Note that the file upload process MUST be the last process in the list.  Any processes listed underneath the file upload process will NOT be included in the final backup.

If you choose to create your backup processes manually, rather than using the VP Backup Service Wizard, you will want to also schedule your backups to begin automatically on the days and time most appropriate for your office.  Click here for more information.

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