Backup Application

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 recommend to back up your data on a regular basis to avoid any data and settings loss), you can make a backup of data on your current PC and restore it on the new PC, or save the current setup and user data on a separate hard drive, cloud, etc.

Backup and Restore applications will help you import data into a different MultiCharts product or save a backup to avoid data loss.

Before you run Backup, make sure that MultiCharts is closed and no MultiCharts Processes are running in Task Manager.

To Launch Backup Application:

1. Click Windows Start button;
2. Select All Programs;
3. Find your MultiCharts version;
4. Click Backup.

Note 1: In case MultiCharts or any MultiCharts application is running, when you start Backup the following alert message will appear:
MultiCharts Backup cannot be started now as MultiCharts processes are currently running. Please close all MultiCharts processes and restart the MultiCharts Backup.

Note 2: When MultiCharts Backup is launched alert message:
“Read-Only studies will not be backed up” appears, it means that studies in .sef format will not be backed up, this is how it works by design. Please export them manually.

To Back up Data:

1. Check / uncheck the Application Settings checkbox if you want 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.
2. Check / uncheck the Instrument List and Settings checkbox if you want to make a backup copy of the list of instruments, the instrument settings and Symbol Dictionary. Enabling this option does not store the data of the instruments. To save the instrument data please mark the «Instrument Data» checkbox.
3. Check / uncheck the Instrument Data checkbox if you want to back up the data of all the instruments in QuoteManager.
4. Check / uncheck the Studies (Functions, Signals and Indicators) checkbox if you want to make a backup copy of the studies. Read-Only studies are not backed up.
5. Check / uncheck the Order & Position Tracker Data checkbox if you want to make a backup copy of the trading history.
6. Check / uncheck the Private Authentication Data checkbox if you want to store the data that may contain 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 “Yes” to save the data.
7. Check / uncheck the Data Feed Settings checkbox if you want to back up the settings of all the data feeds.
8. Check / uncheck the Broker Profiles checkbox if you want to back up the settings of all the broker profiles.
9. Check / uncheck the E-mail Alert Settings checkbox if you want to make a backup copy of the settings to access the E-mail server.
10. Check / uncheck the Custom Resolution Plugins checkbox to make a backup copy of your Custom Resolution Plugins.
    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.
11. Check / uncheck the My Documents checkbox if you want to save any user data in the following formats: mcd, wsp, pws, ors, pln, pla, sef and tml.
12. Check / uncheck the Desktop checkbox if you want to save any user data in the following formats: mcd, wsp, pws, ors, pln, pla, sef and tml.
13. You can click Add Folder and select the folder where your user data is saved.
14. Click on the Lookup button to select the folder where the collected files will be located. The file name will be generated automatically. After that, click Backup button.

When Backup is complete you will see one of the following notifications:

1. Backup completed successfully. Click this message to view the file.
2. Backup completed with errors. Click this message to view the file.
3. Backup failed. Click on the message to run Feedback.