Backup Procedure

Before you begin

  • During the backup process, you will be asked to specify a location to save the backup to. You can either choose to accept the default location, or specify one of your own. If you choose the latter option, it is advisable that you create that location (directory) now, if you haven't already done so.
  • Do you run multiple MedicalDirector databases? If so, you will need to know the name of the Server / Database combination you want to backup. This can be determined via the System Configurations Manager. Ensure you get settings for your Live configuration. Make a note of these settings.

  • If you want to backup your Clinical/Pracsoft database, you can proceed directly to the instructions now.
  • If you want to backup your Bluechip database, you will first need to determine its name. To do this, within Bluechip select Help > About. Make a note of the database name, as you will need it later. Proceed to the instructions now.

Procedure

  1. Open SQL Server Management Studio:
    • From the Task Bar (if available)
    • Click .
    • From the Start Button (Windows 8 and above)
      • Click Start .
      • Type SQL Manage. Locate and click SQL Server Management Studio.

  2. SQL Server Management Studio opens, and you are prompted to log in. Select the HCNSQL07 option, and click Connect.
  3. SQL Server Management Studio opens. Expand the Databases list.
  4. Locate the database you want to backup.
  5. Right-click the database, and then select Tasks > Back Up.
  6. The Back Up Database window appears.
  7. Locate the Destination section, and the Back up to path. Note that a default backup path and backup name is selected for you. You can choose to either:
    • Accept the default path/name combination. If you select this option, jump now to Step 13.
    • Specify a custom path/name combination. If you select this option, continue now to Step 7.
  8. To specify a custom path/name combination, you must first remove the default provided. Click Remove to remove it from the list.
  9. To specify a custom path/name combination, click Add. The Select Backup Location window appears.
  10. Click You will be prompted to select the location to which the backup will be saved.
  11. Name the backup file.
    • Ensure you use the .bak file extension - you must enter this as part of the name.


  12. Click OK. You will be returned to the Select Backup Location window.
  13. Click OK. You will be returned to the Back Up Database window.
  14. Click OK to start the backup. When completed, a confirmation will appear.
  15. Click OK and close SQL Server Management Studio.
    • It is recommended that you then copy this backup file to an external hard drive.