Applies to Versions: 7.0.12 and higher
Purpose: This document reviews how to configure DVMAX for daily automatic backups on both DVMAX v7.0 and DVMAX v7.5 and higher. Please refer to the appropriate section that matches your version.

Backup Configuration for DVMAX 7.5 and higher

• On the DVMAX Server application, click the Maintenance tab.
• Click the Preferences button to open the Backup Setup.
  • Note: Clicking the Preferences button will open the Backup Preferences dialog, allowing you to configure an automatic schedule for DVMAX Backup. If this is your first time setting it up, DVMAX will halt all user actions until the Backup performs it's first time successfully.
• Change Automatic Backup to Daily.
• Set the time (military format) for when your practice is least busiest or closed.
• Click the Configuration tab.
• In the Attachments area, click 'Add File...'
• Point to the location of your datafile folder and select the .4DIndx, 4DSyncData, .4DSyncHeader, and .Match files as attachments.
• For the Backup Destination, click the '...' button to the right.
• Set the Backup Destination to your DVMAXBackupsFolder, typically located in:

C:/DVMAXDatabaseFiles/DVMAXBackupFolder on Windows
Macintosh HD:Documents:DVMAXDatabaseFiles:DVMAXBackupFolder on Macintosh

• Check the Use Log File box. A dialog will ask you where to save the Journal File. Save it in the same folder as your data, typically located in:

C:/DVMAXDatabaseFiles/DVMAXDataFolder on Windows
Macintosh HD:Documents:DVMAXDatabaseFiles:DVMAXDataFolder on Macintosh

• Click the Backup & Restore tab.
• Set the If Backup Fails choice to Retry at the Next Scheduled Date and Time, or any other option of your liking. If you set it to retry differently, make sure you check the box to Cancel the operation after a certain number of attempts to avoid endless backup attempts and failures.
• Click OK to save the Backup settings - DVMAX will then perform it's first backup

Verify

This document outlines steps to take to verify that the backup you've configured is being performed each evening. - Is My DVMAX Backup Running?

Backup Configuration for DVMAX 7.0

Configure Backup Destination

1. Select Preferences from the Edit menu.
2. In the left column of the Preferences window click Backup.
3. Insure Data is checked. 
4. Insure Structure is checked. 
5. Click the button in the Backup File Destination Folder to set the destination for the backup files. 
6. Choose the DVMaxBackupsFolder which is typically located in
   C:\DVMaxDatabaseFiles\DVMaxBackupsFolder
7. In the Log Management area place a check in Use Log File. 
8. When the window opens click the New button. 
9. Select the location where the datafile is located. This is typically in
   C:\DVMaxDatabaseFiles\DVMaxDatafileFolder
10. You can leave the default name if you wish, click the Save button.

Configure Backup Interval

1. In the left column of the Preferences window click Scheduler beneath Backup.
2. Set the desired frequency by selecting how often and at what time the backup should run. It is suggested that a backup run each day at a time when there is little demand on the system such as 2 am.

Configure Backup Logic

1. In the left column of the Preferences window, click the Backup subcategory within Backup. 
2. Select the bullet in front of: Abort backup after waiting: 
3. Change the time to 10 minutes. 
4. Select the bullet in front of Retry after:
5. Change the time to 24 Hours.

Configure Restore Options

1. In the left column click Restore underneath Backup.
2. Insure all 3 checkboxes are selected.

Save Configuration & Execute

1. Click the OK button.
2. A warning will appear about the log file being activated after the next backup. Click OK.
3. The backup will run and complete on it's own, using all the preferences you specified going forward.

Verify

This document outlines steps to take to verify that the backup you've configured is being performed each evening. - Is My DVMAX Backup Running?