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Schedule a Backup Database Action

Use the Scheduler's Backup Database Action to export a selected CSM database to a compressed Cherwell Archive Repository (.czar) file on a scheduled basis. When you schedule a Database Backup Action, you define:

Good to know:

To schedule a Database Backup Action:

  1. Open the Scheduler.
  2. Click the Add button.

    The Schedule Item Properties window opens.

  3. Click the Action page.
  4. In the Action drop-down, select Backup database.

    Backup Database Action

  5. Select the database to backup:
    1. Directory: Provide the directory name or click the Browse button to select a directory for where database backup files will be stored.

      Note: The directory must be available on the machine where the Scheduler runs. A UNC name is recommended.

    2. File name: Provide a file name for the database backup.
  6. Select the Rollover Files check box to define how often to roll over the database backup files:

    Note: If you do not roll over backup files, a new file will be created for every database backup. The date will be appended to the File Name you entered (ex: Cherwell20090305_093501.czar).

  7. Select an export type:
  8. Select the content to export. The options available in this section depend on the selected export type.
    1. For a single Business Object:
      • Select a Business Object in the drop-down.
    2. For the entire system:
      • Export all data: Exports all SQL Server tables (ex: Field names and sizes) and data.

        Tip: Use this option to create a .czar file to troubleshoot problems that are not related to Automation Processes or Scheduled Items.

      • Export table structure only: Exports all SQL Server tables without any data.

        Tip: Use this option to create a .czar file that excludes your confidential company data.

      • Export structure and lookup table data: Exports SQL Server tables for all Major and Supporting Objects, as well as tables AND data for Lookup Objects (validation tables).

        Tip: Use this to create a .czar that excludes your confidential data but includes values from Lookup tables (because typically, Lookup tables do not contain confidential data and can be used to troubleshoot problems with validation and relationships).

      • Exclude attachments: Exports the Attachment table but not the Attachment data within the table.

        Tip: Use this option to create a .czar file to troubleshoot problems that are not related to Automation Processes or Scheduled Items.

      • Exclude automation data: Exports the Events and Scheduler tables, but not the data within the tables.

        Tip: Use this option to create a .czar file to troubleshoot problems that are not related to Automation Processes or Scheduled Items.

  9. Define logging options for the database backup:
  10. Click OK.

See Also

Define Action Properties for a Scheduled Item

Schedule a Database Maintenance Action

Schedule an Import External Data Action

Schedule an Import from File Action

Schedule an Import from LDAP Action

Schedule a One-Step Action

Schedule a Portal Credentials Action

Schedule a Publish Blueprint Action

Schedule a Report Action