Scheduling Backups

Before you begin

Procedure

  1. Double-click the MedicalDirector Maintenance icon on your desktop.
  2. Locate and double-click the Backup icon within the Common (Maintenance Tasks) section of Maintenance. The HCN Backup window is displayed.
  3. Select the Schedule tab to record times for conducting automated backups. Note that this tab is only available after de-selecting the Run Now checkbox at the bottom-left of the window.

    • Click Account to register the schedule to a particular user account, where only the user that created the scheduled task can change or delete the details of that particular scheduled task. The Task Account also allows you to provide login details. The scheduler then logs in using these and allows access to resources based on your access permissions.
    • Click Scheduler to access Microsoft's Task Scheduler utility. By doing so you will be able to check if and when you have any other tasks scheduled, allowing you to coordinate your HCN Backups around these other tasks. If you find an existing backup task, consider modifying it.
    • Select from the 'When' options to set the schedule for Daily, Weekly, Monthly or Once-only operation. After you have made a selection you can edit the times/days etc. for each type of schedule.
  4. Click OK to confirm the changes. A confirmation prompt is displayed. either:
    • Lock/encrypt the backup file by entering a password, or
    • Tick the No Password check box.
  5. Click Yes to perform the backup. If you have made any changes to the schedule, you will now be prompted to save the Configuration file.
    • Note that if you already have a configuration file of the same name, it will be overwritten by this new one. Rename this one, if you want to keep the old one too.


    • Once the backup has been successfully performed you will be prompted accordingly.