You are here: Modules & Integrations > VP Backup > Step 2: Setting Up VP Backup

Setting Up VP Backup

Before VP Backup can backup your files, you must tell it:

The following instructions take you through the VP Backup Service Setup Wizard, which prompts you for all the information needed to set up your VP Backup Service.  Please be aware that using the Wizard DELETES any existing backup processes you have created! Therefore, if you have already set up VP Backup to back up certain files, either be sure to include them in your Wizard selections again, or choose to bypass the Wizard and create or modify your existing backup processes manually.  

To use the VP Backup Setup Wizard you must first activate VP Backup:

  1. Click the [Start] button on your computer's task bar.
  2. Select {All Programs >}; {Ortho II ViewPoint}; {ViewPoint Backup Service}. This icon: appears in your computer's status bar (usually the lower-right corner) to show that the VP Backup Service is activated.
  3. Right-click the icon and select {Show Application}. (Or, simply double-click the icon.)
  4. If the VP Backup Service Wizard does not start automatically, click the {Wizard} button on the toolbar.
    1. If you have not yet acquired an off-site FTP hosting location, we recommend that you click the link on the Welcome screen to sign up for our CyberLynk FTP hosting service integration, as described in the Sign Up for FTP Hosting Service instructions.
    2. If you do not want to sign up for the FTP service at this time, click [Next>].

The VP Backup Wizard will now prompt you to define your backup processes. Each screen is described below.

Select WHEN to Backup

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  1. Choose a time that you are generally not using your computer, so the backup does not interfere with any other work.
  2. Select one day or multiple days to perform your backup. Later, the VP Backup Service will ask where to store the backup files.  If you select multiple week days here, you can choose to use two backup locations, and alternate between them on specific days of the week.

When you have specified the time of day and days of the week you want to perform a backup, click [Next>] to continue.

Select WHAT DATABASES to Back Up

  1. Click the [V] button beside the Databases Available field, and select a database you would like included in the backup.  Or type the name of a database that WILL EXIST before this process is executed.
  2. Click [Add] to include the selected database in the Databases selected for backup list.
  3. Add additional databases to the backup as needed.
  4. You can also click a database name in the list  and click [Remove] to remove a database from the backup.

When all the ViewPoint databases you want to backup are in the list, click [Next>] to continue.

Select WHAT DIRECTORIES to Backup

 

  1. Click the [. . .] button beside the Directory to Backup field, and navigate to a directory you would like included in this backup process.
  2. Click [Add] to include the selected directory in the backup.
  3. Repeat adding directories to the backup as needed.
  4. You can also click a name in the Directories Selected for Backup list, and click [Remove] to remove a directory from the backup.

Click [Next>] when all directories have been selected.

Select WHERE to Backup

You now select a location where you want your backup files to be saved. Ideally, you should backup your data to a remove FTP server (that is, a computer NOT in your office) for safe-keeping. (For information about our recommended FTP Hosting Service, click here.) If an off-site FTP server is not available, you can save the files to a drive within your local network.

If you are setting up this backup process for multiple days of the week, you will be able to choose a second location for certain days later in this setup wizard.

  1. If remote storage is NOT possible for you:
    1. Select Upload backup files to network drive.
    2. Click the [. . .] button beside the Network Drive field, and navigate to the drive and directory where you would like the backup files to be stored.
    3. Click the [Test Connection] button to be certain that your selected location is available to this computer. If you receive an error, select another location, or correct the connection error before continuing.
    4. Click [Next>] to continue to the alternate days location option.
  2. If you DO have a remote FTP server available, the best option is to select Upload backup files to remote FTP server. Then, complete the FTP upload options settings (shown below) for your situation.


 


 

  1. If you are using this backup process on multiple week days, you can specify a second, or alternate, backup location for specific days. This feature allows you to maintain at least a two-day safety net of backup files, and allows you to store one set of backup files on your local network and one set on a remote FTP server.
    1. If you are using this backup process for only one day of the week, or want to backup to one location only, ignore this screen and click [Next] to continue.
    2. To set up a second backup location, check the days of the week you want to use the alternate location, then define the location just as you did in the previous step. Then click [Next] to continue.

Select E-Mail Address for Notification

VP Backup can notify you via e-mail if a backup fails.

  1. Check Send e-mails when execution of any process fails if you want to be notified of a backup failure.
  2. Supply the recipient e-mail address. This address appears in the {To:} field of the e-mail messages.
    1. To send e-mails to more than one person, separate the addresses with a semi-colon (“;”).
    2. If you are using VP Backup Advanced Options to set up your e-mail notification parameters manually, this field is replaced with { To:} and {CC:}. Again, separate multiple addresses with a “;”.
  3. Contact your mail administrator for the SMTP Server, Port, User ID, and Password of the account which will send the e-mails.
  4. Check Send email on Success if you want to be notified of successful backups as well
  5. Click [Send Test Email] to be sure the settings are correct.

Click [Next>] to view a summary of this backup process.

Finish

  1. Click [Finish] to save this backup process and exit.  Or, click [Back] to review/change any process options.
  2. Click [Done] when VP Backup Service has finished creating the process.

That's it!  The VP Backup Service application appears for you to review.  VP Backup Service must be activated on your server (click here to learn how to activate VP Backup Service!) and the server must be powered on for your backup processes to begin automatically. Additionally, your selected backup location must be available.

You can click the {Wizard} button on the VP Backup application toolbar to use the wizard again. Be aware that using the Wizard DELETES any previously created backup processes!

Please note that you can also manually create and edit backup processes, which provides for additional customization (such as file filtering) not available through the Wizard.

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