Medical Director & PracSoft Backup - (CyberSecure Advanced)

Document Version: 1.0

Overview

Backing up Medical Director is treated in two parts:

  1. The SQL database
  2. ManageEzy documents

We will create a separate backup set for each of these, one of type "MS SQL Server", the other of type "File Backup".

Prerequisites

Medical Director SQL database backup set

Configuring the backup with CyberSecure ADVANCED

  1. In the main program screen, open the backup settings by clicking the "cog" icon at the bottom of the window.
  2. Now add a backup set by using the "plus" icon.
  3. Select a backup set of type "MS-SQL Server Backup". For this tutorial, the backup set label will be "MD3-SQL".
  4. Choose your server, Login ID and password options. Normally, these will not need to be changed, unless you have changed the system SQL server settings.
  5. Pick the databases to backup. We recommend backing up:
    • HCNSQL07\HCN
    • HCNSQL07\HCN_MNGEZY
    • HCNSQL07\HCN_SAMPLES_MNGEZY
    • HCNSQL07\HCN_CONTENT
    • HCNSQL07\HCN_SAMPLES
    • ESP\EasyClaim
  6. Choose your schedule. The default schedule selected is to perform a database backup every Friday night and a transaction log backup Monday through Thursday (weeknights).

    This schedule must be changed to perform DATABASE backups ONLY.

    1. Remove the Transaction Log backup schedule
    2. Open the [Properties] of the Database backup schedule
    3. Change the schedule to run on the desired days
  7. We recommend leaving the encryption settings as the defaults. IMPORTANT: this will encrypt your data with the current login password.
  8. The "Backup set created successfully" window will be displayed.
  9. Back at the main screen, please "Save Settings" to push the configuration onto the CyberSecure servers.
  10. IMPORTANT: during the backup process, the software will spool out the entire MS-SQL database to a temporary location. It's critical that this temporary location has enough free space to hold your entire MD3/PS database, by default this is stored on the C:\ drive.

    To change the spooling location:

    1. Open the backup settings (cog icon).
    2. Click on the "Options" setting in the left pane.
    3. Note the "Temporary directory for storing backup files" location.
    4. Select an appropriate location, such as "D:\CS-spool"
    5. Ensure that you "Save Settings" when you are back at the main screen.

    For best performance, we recommend having the spooling location on a separate drive.

ManageEzy backup set

Now that the SQL database backup has been created, the ManageEzy document backup set will be setup.

  1. In the main program screen, open the backup settings by clicking the "cog" icon at the bottom of the window.
  2. Create a new backup set by clicking the "plus" icon.
  3. Call the backup set "ManageEzy" and ensure that it's of type "File Backup set".
  4. In the file selection screen, UNCHECK "My Documents" and click ADVANCED.
  5. By default, the ManageEzy data is stored under C:\ManageEzy. Select this location by expanding out the drive tree and clicking the tickbox next to the ManageEzy folder in the LEFT pane.
  6. Click OK, then next onto the backup schedule.
  7. Choose an appropriate time for the ManageEzy schedule to run by clicking "Properties".
  8. We highly recommend leaving the encryption settings on their defaults.
  9. Backup set created successfully. When back at the main screen, "Save Settings".
  10. Now change the backup spooling location to be the same location as the SQL backup set previously setup. This is done by:
    • Opening the backup settings (cog icon).
    • Selecting the ManageEzy backup set.
    • Clicking on "Options" in the left pane.
    • Ensure that settings are saved when back at the main screen.

Next steps

Common issues and solutions

Issue/error messageSolution