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Create Directory 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 directory backup process, which tells VP Backup to include specific files or folders in the backup. Click here to create a database backup or click here to create a file upload process.

Select to Create a New Directory Backup Process

A directory backup process specifies a directory on your network that you want to backup.  To create a new directory 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 directory process with one of the following methods:
    1. Select {Processes} then {New ->} and {Directory backup} from the menu at the top of the screen.

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

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

You can now define the directory backup process properties.

Define What Directory To Backup

When you choose to create or modify a directory 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. {Directory to backup}: Select the directory you want to be backed up. You may click the […] button to navigate to the directory.
  3. Recursive: If you want to include all sub-directories within the selected directory, check this box.
  4. {Filter}: You can choose to backup only specific files by providing an appropriate filter
    1. To backup all files in the directory, leave the field as *.*
    2. To backup specific files, enter the appropriate standard file/folder search operator.  For example, to backup only bitmap files within the directory, enter *.bmp in the filter field.
  5. {Local Backup Path}: Specify where you would like the backed up directory to be temporarily stored on your local machine. The files 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 files in the system-defined temporary folder.
    2. If you want to store the files in another location, you may click the […] button to navigate to an appropriate directory.
  6. {Password}: If you would like to further protect your data, enter a password in this field.
  7. {Compression Level}: Specify the amount of compression (None, Normal or Maximum) to use when backing up this directory. The rule of thumb is the greater the compression level, the smaller the resulting file size, but the longer the time for backing up..
  8. Click [Save Changes] to save the process properties.

You can re-order the processes in the list with the and buttons on the toolbar as 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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