Backup of Vertec data

A regular backup of your data is essential. All data entered in Vertec as well as adjustments to the Vertec configuration are saved in the Vertec database.

In the Cloud Suite, your data is automatically backed up. You can also manually trigger and download a backup at any time via the Customer Portal . This article is for customers who operate Vertec on-premises.

The database is the central element that must be included in any backup. If you do not integrated in Vertec save your Vertec documents integrated with Vertec, you should also include the Vertec Document Repository in your backup system.

We recommend that you pay particular attention to 2 points:

1. The backup file should not be backed up on the same disk as the production database. In the event of a disaster (HD crash, etc.), the backup and the production database will be lost.
2. It is important to check the backup regularly to ensure that the data can be recovered from the backup. Your Vertec advisor will be happy to assist you.

If you are Microsoft sql server Microsoft SQL Server, you can use the backup mechanisms provided with MS SQL Server. How to back up your data with Firebird is described below.

A Firebird database should never be backed up during operation, as client access cannot be excluded at the time of the backup and the backup file generated in this way would be unusable. The following options ensure a consistent Firebird backup:

• Backup with gbak as described below.
• Backup the database file after stopping the Vertec Cloud Servers .

gbak is the backup program of Firebird, the database server that comes standard with Vertec. This program can be used to create an automatic backup of the Vertec database. In the following, such a backup process will be automated.

Create a batch file (text file with the extension .bat) and save it on the server, for example in the Vertec program directory.

The file must contain the following row:

"C:\Program Files\Firebird_5_0\gbak.exe" -b localhost:"C:\Program Files\Vertec\DB\vertec.fdb" "C:\Program Files\Vertec\DB\Backup\vertec.fbk" -user SYSDBA -password DBPASSWORT

• The displayed command must be on a single row, each separated by a space stroke. Carriage of rows is not allowed.
• ”C:\Program Files\Firebird_5_0\bin\gbak.exe”: Path to the program gbak.exe. If the path contains spaces, it must be enclosed in double quotation marks and trailing characters.
• -b: Backup command for gbak.exe.
• localhost:”C:\Program Files\Vertec\DB\vertec.fdb”: Path to the database you want to back up. The specification of the server (in the example localhost:) can also be specified as a server address with port in the form 126.0.0.4./3050: or as a Connection String according to Vertec.ini – file .
• ”C:\Program Files\Vertec\DB\Backup\vertec.fbk”: Path to the backup file you want to create. If there is already a backup file with the same name, it will be overwritten. If you want to add the up-to-date date to the backup file, the destination path is:”C:\Program Files\Vertec\DB\Backup\vertec-”%date%”.fbk. It may also be useful to create a folder with the up-to-date date as the destination path and put the created backup file in it. Complete the script as follows (attached, also without carriage of lines):

  mkdir "C:\Program Files\Vertec\DB\Backup\%date%" move "C:\Program Files\Vertec\DB\Backup\vertec.fbk"
   "C:\Program Files\Vertec\DB\Backup\"%date%"\vertec.fbk"

  Please make sure that the variable %date% contains a string without spaces. You can check this in the commandline interpreter (cmd) by typing echo %date%. If you get a string with spaces, change the date format in the system settings.

• -user SYSDBA: Enter the user name to log in to Firebird. By default, this is SYSDBA.
• -password DBPASSWORD: Enter the password for logging in to Firebird. This password was entered when installing Firebird during Vertec Setup. The password must be entered unencrypted here, so it is recommended to restrict access to the batch file accordingly.

Then use this file to set up a scheduled task. For how to do this, see Automate tasks in Vertec.

The .fbk file created in this way can now be included in your normal backup routine. Please note that you only need to back up the .fbk file. The .fdb file does not need to be backed up.

Creating a Vertec backup usually takes no longer than about 10 minutes, even for large databases. Coordinate this with the other backup operations on your server.

Analogous to the backup, you can also perform a restore using gbak. A corresponding batch file looks like this:

"C:\Program Files\Firebird_5_0\gbak.exe" -c localhost:"C:\Program Files\Vertec\DB\Backup\vertec.fbk" "C:\Program Files\Vertec\DB\vertec.fdb" -user SYSDBA -password DBPASSWORT

(Legend see above)

In any case, we recommend that you copy the original database (vertec.fdb) to a safe location beforehand, so that no data is lost if something goes wrong during the restore.