Data Back Up and Restore

Scheduling Data Backup

1. Navigate to Admin > Database Settings > Database Backup
2. Backup Details
   • Enter the time you want the backup to occur in the format: hour:minute:second (hh:mm:ss).Make sure to use the 24-hour format. For example, if you want the backup to happen at 6:00 PM, enter 18:00
   • Choose the Number of Backup Files to Keep. Select how many backup files you want to retain. The system will automatically delete older files to maintain this number. For instance, if you choose 7, the system will keep only the 7 most recent backup files and remove any older ones.
   • Specify Backup File Storage Location. Ensure Proper Permissions for Network Share. If you are saving backups to a network location, ensure that the server has write permissions to this location.

Follow the appropriate steps to configure write permissions for the network share.



Note: It is recommended to configure the shared path in the same domain and to not provide write permission for Everyone to the shared path.

3. Backup Protection
   • Set a new backup password
4. Backup Failure Notifications
   • Locate the checkbox labeled "Notify when the database backup fails" and ensure it is checked.
   • Provide the email address (or addresses) where you want to receive notifications if a backup fails or succeeded. Make sure you separate multiple email addresses with commas.
   • Click the "Save Changes" button to apply your settings.

   Ensure that your mail server settings are properly configured. This setup is necessary to send and receive email alerts. If you haven't set this up yet, please refer to your mail server documentation or contact your IT support for assistance.

You have scheduled an automatic data backup to take place automatically at a specified time.

Manual Data Backup

You can manually back up and restore the database. You can do this using the Backup-Restore Utility GUI.

Opening the Backup-Restore Utility Graphical User Interface (GUI)

To open the Backup-Restore Utility GUI, follow the steps given below:

1. Right click Start >Explore > <Server Installed Directory>/UEMS_CentralServer>bin. 

   (For example, right click Start >Explore > Local Disk (C:) > Program Files > UEMS_CentralServer > bin

2. Double-click backuprestore.bat

You've opened the Backup-Restore Utility GUI.

1. On the Backup-Restore Utility GUI, click the Backup tab

2. Select the location where you want to save the backup file

3. Click Backup

4. You can choose to encrypt the backup file by providing a password.

A backup file is created and saved in the specified location. The file will be named using the buildnumber-date-time.zip format.

VM Backup

In case you are using Endpoint Central in bundled PGSQL DB, you can restore Endpoint Central with the server machine via VM snapshot and start the server. Even then, Endpoint Central's scheduled backup is the primary backup and cannot be stopped.

If you are using MSSQL or remote PGSQL you should not use this VM restore as the database will be in another machine. If you do so, the server will not start due to data inconsistency.

MSSQL BAK Backup

Follow the steps below to grant the necessary permissions for MSSQL BAK backup: 

• Database Permissions
• Folder Permissions

Database permissions

1. "Create any Database"
   • This access is required in order to restore databases. For further information, please refer this Microsoft document.
   • Microsoft suggests executing the following query to grant this access.  Run these queries as a super admin:
     "Use master;
     GRANT CREATE ANY DATABASE TO user_name;
     GO" 
     Example : 
     Use master;
     GRANT CREATE ANY DATABASE TO dcuser;
     GO
   • This CREATE ANY DATABASE privilege allows the user to create a database and the user has authorization over only the databases created by it and if they are db_owner of the database.
   • An alternative would be to provide user with db_creator role but that user will a have access to alter any database.
2. "db_owner"
   • This permission is required to backup and restore an already existing database.  Kindly refer to this Microsoft document to know more.
   • Microsoft suggests executing the following query to grant this access.  Run these queries as a super admin: 
     "Use master;
     ALTER AUTHORIZATION ON DATABASE::database_name TO user_name;
     GO" 
   • Example : 
         Use master
         ALTER AUTHORIZATION ON DATABASE::desktopcentral TO dcuser;
         GO
   • This permission gives db_owner access to the user.

Folder Permissions

Follow the procedures below to grant write permission to the ScheduledDBBackup folder in the sql server's application server installation location.

Note: We can provide permissions to a particular user or computer only when both the machines are in the same domain. If you are a system user, provide permissions to the computer. If you are a domain user, provide permission to the user.

1. Open the SQL Configuration Manager on SQL installed machine and check Logon user
2. Open the application server installation directory.
3. For example, right click Start >Explore >Local Disk (C:) >Program Files >UEMS_CentralServer.
4. Right click on ScheduledDBBackup.
5. Navigate to the Security tab, click Edit to change permissions and click add. 
6. Click on Object types and check computers on and click OK. 
7. Click on 'Locations', choose 'Entire Directory' and click OK. 
8. Enter the object names, as checked in Step1.
9. Select the required objects and click OK.
10. Click OK to navigate to the Permissions for ScheduledDBBackup window.
11. Choose the respective users or computers added before and grant access for full control and modify. 
12. Click Apply and then OK.
13. In the scheduleDBBackup properties window, Navigate to the sharing tab and click share under Network File and Folder Sharing.
14. Choose the respective users or computers and provide write access and click Share.
15. Ensure that the share path is host-name/ScheduledDBBackup and click Done and Close.