Maintenance User Guide
Backup for Clinical/Pracsoft

Locate and double-click the MedicalDirector Maintenance icon on your desktop. The MedicalDirector Maintenance window appears.

Locate and double-click within the Common (Maintenance Tasks) section of MedicalDirector Maintenance. The MedicalDirector Backup window is displayed.

If SMTP (Simple Mail Transfer Protocol - the standard for e-mail transmissions across the Internet) is not installed when the Backup application is opened, a prompt is displayed. The prompt will notify you that the SMTP Service cannot be found, and Notification will not work until it is installed.

This protocol is required to have the Backup utility send an e-mail informing you of the completion, and success or failure of a backup.

 

(Optional) If necessary, load a saved Backup configuration file.

(optional) Click at the top of the Backup utility window to have the utility attempt to automatically determine and configure many of the settings available, including such things as your Server Name and available Databases.

Select/Enter settings as necessary from the following tabs: (please click the links below for relevant information)

Backup Location

Database

Documents

Notification

MDPlus

 

Initiate the backup. This can be done either;

Immediately, by ensuring the Run Now checkbox is enabled and then clicking OK (continue to Step 7), or

Later, by ensuring the Run Now checkbox is disabled and you have scheduled the backup to commence later.

 

You will be  offered the opportunity to password-protect the backup. Such backups require the password to restore them.

If you choose to enforce password protection, ensure that you can be contacted if the situation arises where the backup needs to be restored. Alternatively you might consider sharing the password with another person of authority from your practice.



 

Click Yes to perform the backup.

Once the backup has been successfully performed you will be prompted accordingly.