Difference between revisions of "How to Backup User Data"
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− | Even though MultiCharts is a stable and reliable piece of software you may want to backup your custom data and studies to be on the safe side | + | Even though MultiCharts is a stable and reliable piece of software, you may want to backup your custom data and studies to be on the safe side should there be a system crash or hardware failure. It is important to understand that '''you can back up MultiCharts files to restore them successfully later only if the backup and restore procedures were completed for exactly the same version''' (the build numbers in brackets that can be found in ''Help -> About MultiCharts'' should match) the software. |
==Exporting Custom Studies (Indicators, Signals, Functions)== | ==Exporting Custom Studies (Indicators, Signals, Functions)== | ||
Line 9: | Line 9: | ||
There are two ways to backup user data: backup database files or export data from QuoteManager into .qmd files.<br> | There are two ways to backup user data: backup database files or export data from QuoteManager into .qmd files.<br> | ||
− | Copying database files is faster, but you won’t be able to merge this data with | + | Copying database files is faster, but you won’t be able to merge this data with that which already exists in the database (if needed.)<br> |
− | Exporting data from QuoteManager into .qmd files will allow you to merge this data with | + | Exporting data from QuoteManager into .qmd files will allow you to merge this data with other data that will exist in the database in the future; however, not everything will be exported (session templates, roots, exchanges that have not been appied any symbol in QuoteManager will not be exported).<br> |
'''To save database files:''' | '''To save database files:''' | ||
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# Open QuoteManager:<br>In MultiCharts main menu select '''File''', then point to '''New''' and click '''QuoteManager Window''' | # Open QuoteManager:<br>In MultiCharts main menu select '''File''', then point to '''New''' and click '''QuoteManager Window''' | ||
# In QuoteManager main menu select '''File''', then point to '''Export Data''' and click '''Export All Instruments…''' ;or <br>Click the Export Data [[File:QM_Export.png]] icon on the toolbar. | # In QuoteManager main menu select '''File''', then point to '''Export Data''' and click '''Export All Instruments…''' ;or <br>Click the Export Data [[File:QM_Export.png]] icon on the toolbar. | ||
− | # In the '''Export''' window make sure that the '''Export symbols with settings, no data''' | + | # In the '''Export''' window make sure that the '''Export symbols with settings, no data''' box is unchecked. |
# Click '''Next''' | # Click '''Next''' | ||
# Enter the name of the *.qmd file and choose the path where it will be located. | # Enter the name of the *.qmd file and choose the path where it will be located. | ||
Line 67: | Line 67: | ||
# Open QuoteManager:<br> In MultiCharts main menu select '''File''', then point to '''New''' and click '''QuoteManager Window'''. | # Open QuoteManager:<br> In MultiCharts main menu select '''File''', then point to '''New''' and click '''QuoteManager Window'''. | ||
− | # In QuoteManager main menu select '''File''', then point to '''Import Data''' and click '''Import Instruments…''' ;or:<br>Click the '''Import Data''' [[File:QM_Import.png]] icon on the toolbar. | + | # In QuoteManager's main menu select '''File''', then point to '''Import Data''' and click '''Import Instruments…''' ;or:<br>Click the '''Import Data''' [[File:QM_Import.png]] icon on the toolbar. |
− | # In the Import window select the file to import. | + | # In the Import window, select the file to import. |
# Click '''Next'''. | # Click '''Next'''. | ||
# Click '''Finish'''. | # Click '''Finish'''. |
Revision as of 17:47, 19 May 2014
Even though MultiCharts is a stable and reliable piece of software, you may want to backup your custom data and studies to be on the safe side should there be a system crash or hardware failure. It is important to understand that you can back up MultiCharts files to restore them successfully later only if the backup and restore procedures were completed for exactly the same version (the build numbers in brackets that can be found in Help -> About MultiCharts should match) the software.
Contents
Exporting Custom Studies (Indicators, Signals, Functions)
See Importing and Exporting Studies
Saving User Data
There are two ways to backup user data: backup database files or export data from QuoteManager into .qmd files.
Copying database files is faster, but you won’t be able to merge this data with that which already exists in the database (if needed.)
Exporting data from QuoteManager into .qmd files will allow you to merge this data with other data that will exist in the database in the future; however, not everything will be exported (session templates, roots, exchanges that have not been appied any symbol in QuoteManager will not be exported).
To save database files:
- Click Windows Start button.
- Select Run
- For Windows Vista/Windows 7/Windows 8 paste the following command: %allusersprofile%\TS Support\MultiCharts ;
For Windows XP paste the following command: %allusersprofile%\Application Data\TS Support\MultiCharts - Press Enter.
- In the popped up window make a copy of the DataBase folder with all its contents.
To export data:
- Open QuoteManager:
In MultiCharts main menu select File, then point to New and click QuoteManager Window - In QuoteManager main menu select File, then point to Export Data and click Export All Instruments… ;or
Click the Export Data icon on the toolbar. - In the Export window make sure that the Export symbols with settings, no data box is unchecked.
- Click Next
- Enter the name of the *.qmd file and choose the path where it will be located.
- Click Next
- Click Finish.
Saving Workspaces
Saving Custom Study Templates
To save Custom Study Template:
- Click Windows Start button.
- Select Run.
- Paste a command (same for Windows Vista/Windows 7/Windows 8 and XP) %userprofile%\Application Data\TS Support\MultiCharts
- Save all *.tml files
- These files are supposed to end up in your new computer.
Restoring Custom Studies
See Importing and Exporting Studies
Restoring User Data
To restore database files:
- Close MultiCharts, Portfolio Backtester and QuoteManager.
- Click Windows Start button.
- Select Run
- For Windows Vista/Windows 7/Windows 8 paste the following command: %allusersprofile%\TS Support\MultiCharts ;
For Windows XP paste the following command: %allusersprofile%\Application Data\TS Support\MultiCharts - Press Enter.
- Copy the DataBase folder with all its contents to the popped up window.
- Run the Dataupdater.exe in the installation folder of MultiCharts.
To import data:
- Open QuoteManager:
In MultiCharts main menu select File, then point to New and click QuoteManager Window. - In QuoteManager's main menu select File, then point to Import Data and click Import Instruments… ;or:
Click the Import Data icon on the toolbar. - In the Import window, select the file to import.
- Click Next.
- Click Finish.
Restoring Custom Study Templates
To restore Custom Study Template:
- Click Windows Start button.
- Select Run.
- Enter the same command for Windows Vista/Windows 7/Windows 8 and XP: %userprofile%\Application Data\TS Support\MultiCharts
- Copy*.tml files from your old computer to the popped-up folder.