Creating and Modifying a Backup Configuration
In order to run a backup job, a Backup Configuration must first be created. Each named Backup Configuration contains the user selected settings for a backup job so that you can easily access and schedule different backups for specific purposes. See Running or Scheduling a Backup Job for more information.
Create a New Backup Configuration
- From the Menu bar, click File > Backup/Restore TradeStation > Backup TradeStation. The TradeStation Backup dialog is displayed.
- From the Backup configurations field, select either a monthly or weekly time interval to use.
- Click New or Save As to add another backup configuration to the list. Clicking New will display the New window, Save As will display a Save As dialog.
- Type the Name of the new backup configuration in the New or Save As dialog.
- Click OK.
The new or save as backup name will now be displayed in the Backup
configurations field with the monthly and weekly time intervals.
The new backup configuration will use the
status settings of the previously selected backup configuration but resets
the archive file name, destination, and job schedule parameters.
Modify a Backup Configuration
- From the Menu bar, click File > Backup/Restore TradeStation > Backup TradeStation. The TradeStation Backup dialog is displayed.
- From the Backup configurations field, select a time interval to modify.
- In the Status column, a check mark indicates that the component should be included in the archive file. Clicking in a check box sets and clears the backup status. At least one component must be included in an archive to start or schedule a backup job.
Click
Select All or Clear
All to select or remove the component options.
- Use the +/- symbols to expand or collapse component rows.
- In the Details column, click
to specify the name of additional folders to be backed up as part
of the matching component. - The Destination section displays where the archive files will be stored for the current backup configuration. To change the archive folder path, type a new path or use Browse.
- Select Continue, keeping last N Archives to specify the number or archive files to retain for the current backup configuration or select Replace existing Archives to save just the most recent archive file for the current backup configuration.
- Selecting Schedule Automatic Backup Job allows you to indicate the time of day to run the current backup configuration along with the frequency. In addition, you can specify various Daily, Weekly, and Monthly settings.
- Click Close to save the changes to the current backup configuration or click Start Backup to run it immediately. In either case, any scheduled backups will run on their specified days and time.
The TradeStation Backup Status dialog displays the back up process.
If TradeStation
is open when a backup job is run, either manually or scheduled, the connection
to the TradeStation data network will be closed and all TradeStation-related
processes will be stopped or frozen so that all necessary files can be
included in the archive. During the backup process, windows will
not update, alerts will not trigger, strategy automation will be suspended,
and orders may not be placed. Once the backup job is complete, all
open desktops and data network connections should return to their pre-backup
state.
Removing a Backup Configuration
- From the Menu bar, click File > Backup/Restore TradeStation > Backup TradeStation. The TradeStation Backup dialog is displayed.
- From the Backup configurations field, select a time interval to delete.
- Click Remove to remove the selected backup configuration from the list.
- Select Yes to delete the backup configuration, No to cancel.