Simple, flexible product lifecycle management software for growing companies™
Simple, flexible product lifecycle management software for growing companies™
You should schedule frequent backups to insure against data loss due to computer hardware or software failure.
There are two extremely important PDXpert data components that you must protect: the database in which all of the product data is maintained, and the library folder that holds the electronic files that you've attached to PDXpert's items. Both of these data elements work together, and therefore they must be backed up at the same time.
Prior to executing the backup, the PDXpert Application Server automatically deletes most files that are not attached to any items in the current PDXpert database. It's extremely important that you do not share the Library folder with any other applications, since any unidentified files may be deleted to minimize the size of the backup file.
We recommend that all users are logged out of the PDXpert client application before the database and library are backed up.
Click the Stop button on the Maintenance tab.
Although it's strongly recommended that you stop the service during a database backup, a backup can be performed while the service is started. If users continue to work while the backup process is running, you may not get a consistent snapshot of both database and file library.
In the Database maintenance area, click the Backup... button to open the Save Backup As dialog. Choose the location where you want your database backup file to be saved, and click the Save button.
Microsoft SQL Server requires you to back up the database to a local drive. The operation will fail, and you may see an error message, if you select a mapped network drive for this operation.
If you stopped the service to perform the backup, restart the service by clicking the Start button on the Maintenance tab.
Your database backup file with the .PDXZ file extension contains your database, all library files, and index.
The backup database file does not carry any security restrictions. It may be loaded into another PDXpert instance, and the database component can be extracted and loaded into any SQL Server database engine. You must secure your backups if you're concerned about unauthorized access to archival data.
It's recommended that you record your current administrator account name and password, along with the software license key, in a separate secure location.
As your database and especially your file library grows, creating the compressed PDXZ backup file will take longer. When the time to compress all files becomes excessive or you want to automate the backup process, you should develop a backup procedure that saves the database and the library as a coherent set.
If you choose not to use the PDXpert Application Server's PDXZ backup format, your backup process must always create a copy of the SQL Server database and your library files at the same time.
The library files should be copied form the \Library subfolder of the path shown by the Data and library base path value on the Settings tab. By default, the base path in Windows XP or earlier operating systems is C:\Program Files\PDXpert\Server\Data\ and therefore the default location of all library files will be C:\Program Files\PDXpert\Server\Data\Library. In Vista and Windows 7, the default base path is C:\ProgramData\PDXpert\Data\and the default location of all library files will be C:\ProgramData\PDXpert\Data\Library.
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