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Manage schedules

You can manage all automatically performed tenant backups of this tenant.

You can do the following:

Enter backup options

In order to create scheduled backups and save them in the ARIS installation directory, you must enter the user data for the user with appropriate privileges.

Prerequisite

The default location for saving backup files was changed to a different folder on a physical drive to prevent that files stored in the default location are automatically deleted when you perform an update setup.

Procedure. Procedure

  1. Click Administrator > Options. The Enter backup options dialog opens.

  2. Enter the user name superuser. This user account can be used to perform all scheduled backups.

    If you enter a different user name, make sure that this user has the required function privileges, so that all data can be backed up.

  3. Enter the associated password.

  4. Click OK.

Your entries have been saved. By default, backups are stored in the ARIS server installation directory (..\server\bin\work\work_umcadmin_<s, m or l>\backup) on behalf of this user until the user credentials are changed.

If you have not yet defined a different folder on a physical drive, make sure to save the backup folder before starting an update setup. As the default backup folder is overwritten, all backups are lost.

Create schedule

Users with appropriate privileges can back up all data from tenants using schedules. They thus create restore points. All data from the tenant is saved in a backup list.

Any number of schedules can be created for each tenant. If you create a large number of schedules and backups, make sure the storage medium has sufficient capacity.

Prerequisites

  • The user name and password have been entered in the backup options.

  • The default location for saving backup files was changed to a different folder on a physical drive to prevent that files stored in the default location are automatically deleted when you perform an update setup.

Warning

To avoid data inconsistencies and possible data loss, you must not perform any of the following activities in parallel, neither manually nor scheduled:

- Deleting any Process Governance process instance, process version, or process

- Archiving Process Governance process instances

- Backup/restore tenant (containing Process Governance or ARIS document storage data)

Procedure. Procedure

  1. Click Schedules. The schedules for all tenants are displayed.

  2. Click Create tenant Create schedule. The Create schedule dialog opens.

  3. Enter the description for the backup. This text makes it easier to select the relevant backup when restoring the tenant.

  4. Select the time for the automatic backup. You can set an automatic backup daily or on a particular day of the week. Select a time on the hour as the start time.

  5. Select the maximum number of backups to be saved in the tenant backup list for this schedule. If you select 10, a maximum of the 10 last versions can be restored.

  6. Select the tenant to be backed up.

  7. Click OK.

The schedule is created.

An additional backup is added to the tenant backup list at the specified time. If the selected number of backups already exists, the oldest is removed to free up space for the new backup.

Edit schedule

Change the settings for automatic tenant backups.

Procedure. Procedure

  1. Click Schedules. The schedules for all tenants are displayed.

  2. At the end of the row for the relevant schedule, click More More > Edit. The Edit schedule dialog opens.

  3. Change the settings.

  4. Click OK.

The changes have been saved.

At the specified time, the backup is started and added to the tenant backup list.

Lock schedule

End automatic backup using a schedule.

Procedure. Procedure

  1. Click Schedules. The schedules for all tenants are displayed.

  2. At the end of the row for the relevant schedule, click More More > Lock.

The schedule is no longer executed. It is displayed with the status Schedule activated Schedule locked. The tenant is no longer backed up using this schedule.

Activate schedule

Activate automatic backup for locked schedules.

Procedure. Procedure

  1. Click Schedules. The schedules for all tenants are displayed. Locked schedules are indicated by the status Schedule activated Schedule locked.

  2. At the end of the row for the locked schedule, click More More > Activate.

The schedule is executed again. It is displayed with the status Backup in progress Schedule activated. The tenant is backed up using this schedule again.

Delete schedule

Delete schedules that you no longer require for backing up tenants.

Procedure. Procedure

  1. Click Schedules. The schedules for all tenants are displayed.

  2. At the end of the row for the relevant schedule, click More More > Delete.

The schedule is deleted without prompting for confirmation. The tenant is no longer backed up using this schedule.