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Backup Application

1,398 bytes added, 28 March
It is possible to do a backup of user data and application settings in a few clicks starting from '''MultiCharts 11 Beta 1 version'''.To transfer data to a new PC, or keep your data safe (we do We recommend to back up your data on a regular basis creating backups regularly to avoid any data and settings loss), you can make a .<br>It’s best to initially save backup of data files locally on your current PC and restore it machine. After that you can move them to be stored on the new PCa cloud, or save the current setup and user data on a separate hard drive, cloud, etc.
'''Backup''' and [[Restore_Application|'''Restore''' applications will help ]] apps are also helpful and convenient if you import data into a different MultiCharts product or save need to move your setup from one machine to another.<br>You can create a backup file, transfer to avoid data loss. '''Before you run Backup'''another machine, make sure that MultiCharts is closed and no [[MultiCharts Processes]] are running in Task Managerrestore it there.
==To Launch Backup Application:==
#Close all MultiCharts components;
#Click Windows '''Start''' button;
#Select Find MultiCharts folder or type '''Backup''' or '''All ProgramsMultiCharts .NET Backup'''in the Windows search bar to find the app;<div style="background-color: #Find your E3FBE5;">'''Note:''' MultiCharts and MultiCharts version;.NET have separate Backup apps.<br>Please take it into account when creating backup files to ensure that the correct data is backed up.</div>#Click '''Backup'''or '''MultiCharts .NET Backup''' to start the application.
 <div style="background-color: #E3FBE5;">'''Note 1''': In case MultiCharts or any MultiCharts application is running, when you start Backup the following alert message will appear:<br>'''MultiCharts Backup cannot be started now as MultiCharts processes are currently running. Please close all MultiCharts processes and restart the MultiCharts Backup.'''</div><br><div style="background-color: #E3FBE5;">'''Note 2''': When MultiCharts Backup is launched alert message “Read-Only studies will not be backed up” appears, it alert means that studies in .sef format are will not be backed up, this is expected designed behaviour. Please [[Importing_and_Exporting_Studies#Exporting_Studies_in_SEF_.28Read-only.29_Format | export them manually]].</div>
==To Back up Data:==
# Check / uncheck the '''Application Settings''' checkbox if you want box to make a backup copy of the window layout settings, hotkeys, commissions, MultiCharts preferences, automated and manual trading settings and the data storage options in QuoteManager.# Check / uncheck the '''Instrument List and Settings''' checkbox if you want box to make a backup copy of the instrument list of instruments, the instrument settings and Symbol Dictionary. Enabling this option does not store the back up data of the instruments. To save back up the instrument data please mark check the «Instrument Data» checkboxbox.# Check / uncheck the '''Instrument Data''' checkbox if you want box to back up the data of for all the instruments in QuoteManager.# Check / uncheck the '''Studies (Functions, Signals and Indicators)''' checkbox if you want box to make a backup copy of the studies. Read-Only studies are not backed up. # Check / uncheck the '''Order & Position Tracker Data''' checkbox if you want box to make a backup copy of the trading history.# Check / uncheck the '''Private Authentication Data''' checkbox if you want box to store the data that may contain back up personal information such as logins and passwords for broker or data feed connections. When this option is checked, you will see a warning message “By enabling this option you agree to include personal information into the archive. Are you sure you want to save this data?” where you need to click . Click “Yes” to save the data. # Check / uncheck the '''Data Feed Settings''' checkbox if you want box to back up the settings of all the data feedsfeed settings.# Check / uncheck the '''Broker Profiles''' checkbox if you want box to back up the settings of all the broker profilesprofile settings.# Check / uncheck the '''E-mail Alert Settings''' checkbox if you want box to make a backup copy of the settings to access the E-mail serversettings.# Check / uncheck the '''Custom Resolution Plugins''' checkbox box to make a backup copy of your Custom Resolution Plugins.<br><div style="background-color: #E3FBE5;">It is also possible to save User Data such as workspaces, desktops, portfolio workspaces, studies, etc. The following file types can be saved – mcd, wsp, pws, ors, pln, pla, sef and tml.</div># Check / uncheck the '''My Documents''' checkbox if you want box to save any user data in the following formats: mcd, wsp, pws, ors, pln, pla, sef and tml.# Check / uncheck the '''Desktop''' checkbox if you want box to save any user data in the following formats: mcd, wsp, pws, ors, pln, pla, sef and tml.
# You can click Add Folder and select the folder where your user data is saved.
# Click on the Lookup button [[File:Sm8.png]] to select the folder where the collected files will be located. The file name will be generated automatically. After that , click '''Backup''' button.<div style="background-color: #EFBBCC;">'''Note''': "Backup Failed" error when saving the backup file to a network location means there is not enough free space in the selected destination.</div> ==Backup Scheduler Settings:== It’s possible to schedule a backup of certain data on a regular basis. You need to click '''Add Configuration''', then select the data you want to back up in '''Application Settings''' tab. Go to '''Schedule Settings''' tab to configure the time of scheduled backup and the folder where it will be saved. It’s possible to change the name of the schedule by clicking on the '''Name''', typing a new name and then clicking '''Apply'''. # To make a backup only once you need to select '''One time''' option and select the Start task time. # To make a backup on a daily basis you need to select '''Daily''' option and select Start task time and the frequency of backup (every day, once in 3 days, etc.). # To make a backup on a weekly basis you need to select '''Weekly''' option and select Start task time and the frequency of backup (every week, once in 2 weeks, etc.) and select Day of the week. # To make a backup on a monthly basis, you need to select '''Monthly''', then select the months you want to do backup on and select either a specific day or days of the month '''(On Days)''' or specific time of the week, such as First Tuesday or Last Friday '''(On Specifically)'''. # Then select '''Enabled''' option and Save the schedule. It’s possible to add several schedules to backup data.
'''When Backup is complete you will see one of the possible notification messagesfollowing notifications: '''<br>
# Backup completed successfully. Click this message to view the file.
# Backup completed with errors. Click this message to view the file. In case Backup is done with errors, you can check what errors have appeared by opening the Backup file in [[Restore Application]]. To do that make sure no MultiCharts processes are launched in Task Manager. Then start Restore application -> select the Backup file and then click Show Backup Log. It will open a text file where you can see what errors backup is done with.
# Backup failed. Click on the message to run Feedback.
 
 
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