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Attaché Backup Scheduler allows you to automate the backing up of your Attaché companies. For example, you can enable certain companies to be automatically backed up daily, weekly or monthly at a specified time of day. You do not have to be logged in to Attaché in order for a backup to be taken. You can also use Attaché Backup Scheduler to restore data from the backup files if required. Attaché Software recommends using Attaché Backup Scheduler as an additional layer of security, not as a replacement for your normal archiving procedure using Attaché Archive.

What data does it back up?

Attaché Backup Scheduler backs up the databases and system-wide settings such as user details and access rights, which ensures your data remains secure.

It also backs up the company Resources folder, which includes includes data such as custom transaction-entry screen layouts, form layouts, images, and saved report options as well as ClearView data, ClearView custom reports (PLINK.DAT), KFIData folder, Template | SUPER folder,  and the Graphics folder.

If you need to restore, you can choose the company you would like to restore from a relevant backup file. 

Launching Attaché Backup Scheduler

To launch Attaché Backup Scheduler you must be logged in to the server that hosts the Attaché Database. In Windows Explorer navigate to the AttacheServer program folder, locate the AttBackupScheduler folder and run the AttBackupScheduler.exe application as Administrator.

Tip: You can create a shortcut to this file and place it on your Windows Desktop for quick access. To do this, navigate to the AttacheServer | AttBackupScheduler folder, right-click on the AttBackupScheduler.exe application file and select Send to | Desktop (Create shortcut).

Attaché Backup Scheduler shows the following details about your scheduled backup tasks:

  • Name: User-defined name for the scheduled backup task.
  • Status: Status of the scheduled backup task.
  • Next Run Time: Date and time of the next scheduled backup.
  • Last Run Time: Date and time of the last backup taken.
  • Last Result: Result of the last backup taken. The Last Result value is provided by the Windows Task Scheduler. If the most recent backup was successful then the Last Result displays the value 0x0. For a detailed list of error codes refer to the Microsoft Scheduler documentation at https://msdn.microsoft.com/en-gb/library/windows/desktop/aa383604(v=vs.85).aspx.
  • Datasets: Datasets included in the backup task.

Attaché Backup Scheduler functions

Function

Description
NewChoose New to create a new scheduled backup task.
DeleteChoose Delete to delete the selected backup task.
EditChoose Edit to edit the details of the selected backup task.
RefreshChoose Refresh to view the most recent information about the backup tasks.
Last LogChoose Last Log to view the log from the most recent backup in each destination folder.
Open FolderChoose Open Folder to open the destination folder that stores the backups and associated logs for the selected backup task.
RestoreChoose Restore to restore the selected backup.
Restore from LocationChoose Restore from Location to restore a backup from an external source, such as a different server or an external storage device.
Notification ContactsChoose Notification Contacts to add contacts for Back up Scheduler notifications. Upon the success or failure of a back schedule an email notification will be sent to the nominated email address.

Creating a scheduled backup task

Follow these recommendations when creating a scheduled backup task:

  • To prevent the server from running out of disk space, do not store the backups on the server. By default, the backup files are stored in the Attaché Server directory. Ensure that you select a different backup destination to store the files, such as another directory on the network or an external storage device.
  • Create a separate folder for each backup task.
  • To protect the integrity of your data always schedule backups after hours when no one is likely to be using the software.

To create a scheduled backup task:

  1. In Attaché Backup Scheduler, click New.
  2. Select the dataset(s) you wish to back up. (Note that AttacheProgram.dbs is included in the backup in order to ensure security of the data.)
  3. Enter the Backup Destination path where you wish to store the backups.
    Note: Backup scheduler utilises Windows Task Scheduler to start and run the backup task. Task Scheduler does not have access to a Windows Users Mapped Drives when running as a service. Therefore, unless you are permanently logged on, it is necessary to use a UNC path when saving to a network location. If a UNC path is not utilised, the backup will fail to access the network location, and no backup will be created.
  4. Enter/confirm the Attaché Program Folder where Attaché is installed and click Next.
  5. Enter the name and email address and click Add to add the contact and click next
  6. Enter a meaningful name for this task, so that you can easily identify it in the Attaché Backup Scheduler (e.g. Current Accounts daily backup) then click Next.
  7. Select a backup frequency, for example daily, weekly or monthly. You can also do a one-off backup if you wish. Click Next.
  8. Select a preferred start date, start time and recurrence. Click Next.
  9. If the backup is being stored on the network rather than on the local machine, you must clear the Do not store password option and enter a network username and password. The username/password entered must have access to the network location where the backup file will be created. Click Next.
  10. Review the summary of the scheduled task and if satisfied with the details click Finish.

You have now created the backup task. A backup will be taken automatically based on the frequency and other criteria set in the backup task.

Restoring company data from a backup

Note: Different versions of Attaché may have different database versions and data structures, therefore, we recommend that you do not restore a backup file from a previous Attaché version into a newer version. Should a restore between versions be necessary, we suggest you talk to your Attaché consultant prior to carrying out the restore to evaluate better alternatives.

To restore data from a backup you will need to restart the Attaché Database Service. Before you begin, ensure that all users are logged out of Attaché until the restore process is complete.

To restore a company dataset from a backup: 

  1. Stop the Attaché Database Service (AttacheDBServer).
  2. In Attaché Backup Scheduler, to restore from the default location, select a backup file to restore from and then click Restore. Alternatively, to restore a backup taken on another server, click Restore From Location and browse to the folder on the network that contains the backup and associated files.
  3. The Attaché Restore Wizard opens. Click Next.
  4. Select the required backup file from the list, based on the date and time in the file name. Click Next.
  5. Confirm that the Attaché Database Server path is correct. The path must be the Data folder within the AttacheServer directory. For example, if the Attaché Database is installed in C:\AttacheServer, then set the destination folder to C:\AttacheServer\Data.
  6. Confirm that the Attaché Program Folder is correct. This path must be where the Attaché Program is installed. Click Next.
  7. Select the dataset(s) you would like to restore. (Note that AttacheProgram will automatically be restored in order to ensure the security of the data.)
  8. Confirm the Destination Resource path. Click Next.
  9. Confirm that all the selections are correct, then click Restore.

    Attaché Backup Scheduler begins restoring the data

  10. When completed, the message Restore Completed is displayed. You can now restart the Attaché Database Service.


REF: 29112016, 3.5 | 100418 1811   KCS-RN 000050831