Appointments Backup - Vision 3 Practices

Important - Vision 3 Appointments must be open for the automatic back up to take place.

To provide access to your appointment list in the case of a network problem, Vision 3Appointments has an automatic text file backup available. We recommended you run the back up on two workstations, usually a front office workstation and a back office workstation. It is important that the back ups do not run at the same time.

Note - The back up is set up in Vision 3Appointments regardless of the version of Appointments you are using.

Hosted Server

If you are on a hosted server, for example AEROS, to enable the back up of Appointments to a local drive you must first configure your remote desktop connection to allow access. You can then configure Vision 3 Appointments to back up to a local workstation.

Note - In Scotland and Wales, you may need to contact your Health Board/DHCW (NWIS) to be able to access your local drive.

To configure the remote desktop to access the local drive:

  1. From the main Windows screen, right click on the Remote Desktop icon and select Edit.
  2. The Remote Desktop Connection screen displays, select the Local Resources tab:

  3. Select More and then tick Disk drives:

  4. Select OK to save.

  5. Now, select the General tab.
  6. Select Save As and the file name Remote Vision.rdp displays, select Save.
  7. You are prompted to replace the existing file, select Yes.

Create a new folder on your drive C:

  1. From the Windows menu select File explorer.

  2. Right click on Local Disk (C) and select New - Folder.

  3. Enter a name in New Folder, for example, BackUp.

  4. Press Return on your keyboard and the new directory saves under the C Drive.

Once you have configured the remote desktop on the computer and created a new folder, you can activate the Appointments back up on both workstations:

  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.
    •  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. Select OK to save.

Local Server

To set up an Appointments backup on a workstation:

  1. From the Windows menu select File explorer.

  2. Right click on Local Disk (C) and select New - Folder.

  3. Enter a name in New Folder, for example, BackUp.

  4. Press Return on your keyboard and the new directory saves under the C Drive.

  5. Now, from the Vision 3 front screen, select Appointments – Maintenance – System Constants.
  6. Select the Backup tab:

  7. Complete as follows:
    •  From this workstation – Tick.
    •  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.
  8. Select OK to save.
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