Appointments Back up - Local Server

Select the version of Appointments you use:

  1. From the Vision 3 front screen, select Appointments - Maintenance - System Constants.

  2. Select the Backup tab:

  3. Complete as follows:

    • From this workstation - Tick, to select this workstation.

    • Interval - Set to 15 minutes on the front office workstation and 59 minutes on the back office workstation.

    • File name - Change to \\tsclient\c\BackUp\appt_bak.txt.

    • Backup days after today - Select how many days ahead you wish to backup, this ranges from 1-10 days, the recommendation being one day on the front office workstation and three days on the back office workstation.

    • Order backup file by date - Tick to list appointments in date order.

  4. (missing or bad snippet)

If you now navigate to C:\BackUp on your local pc, the appt_bak.txt is available.

  1. From the Vision 3 front screen, or from your desktop, select Appointments .

  2. Select the arrow next to you name and select Preferences:

  3. Select Backup and the Backup Appointments screen displays:

  4. Complete as required:

    • Folder name - Select Choose Folder to locate the required and select where you want your backup to store. Select Clear to clear the current location.

      If a drive is no longer available an error message displays 'Selected backup location (file_location) is not available or cannot be written to. Please select a new backup folder. If you select to continue without backup then you may be prompted again when next opening Appointments.' Select from:

      • Try Again - Select to try the same location.

      • Change backup folder - Select to open the Browse for Folder screen and choose a new folder.

      • Continue without backup - Select to continue without a backup. Until a backup is set, you are prompted each time you log into Appointments.

    • Backup file type - Select whether to output the backup as a PDF (printable) or an CSV (Microsoft Excel) file.

    • Take a backup every - Select the backup schedule in minutes from the available list.

    • Show Comments - Tick to include Appointment comments in the backup.

  5. Select the Back arrow to close the Appointments Preferences screen,

The backup file contains one week of appointment data including the current date. Each time a backup is taken the previous file is overridden.

Training Tip - Optionally, right click on the file and select Create shortcut, this can be placed on the desktop for easy access.
Note - Appointments must be open for the back up to take place.
Note - To print this topic select Print in the top right corner and follow the on-screen prompts.