1.      Double-click the MedicalDirector Maintenance icon on your desktop.  

2.      Locate and double-click the Backup icon  within the Common (Maintenance Tasks) section of Maintenance. The HCN Backup window is displayed.

If SMTP (Simple Mail Transfer Protocol - the de facto standard for e-mail transmissions across the Internet) is not installed when the Backup application is opened, a prompt is displayed.

The prompt will notify you that the SMTP Service (Simple Mail Transfer Protocol) cannot be found and Notification will not work until it is installed. This protocol is required to have the Backup utility send an e-mail informing you of the completion, and success or failure of a backup. Sending of this email is optional.

 

3.      (Optional) If necessary, load a saved Backup configuration file.

o      Loading a saved configuration file will populate the wizard with previously-stored values/settings.

o      By default, the configuration file is located at C:\Hcn\Configurations. You can change this location.

 

4.      (Optional) Click the Detect button at the top of the HCN Backup utility window to have the utility attempt to automatically determine and configure many of the settings available, including such things as your Server Name and available Databases.

5.      Select/Enter settings as necessary from the following tabs: (detailed information is available in the MedicalDirector Maintenance Help.

o      Backup Location

o      Database

o      Documents

o      MDPlus (Plugins)

o      Notification

o      Schedule

 

6.      Initiate the backup. This can be done either;

o      Immediately, by ensuring the Run Now checkbox is enabled and then clicking the OK button (continue to Step 7), or

o      Later, by ensuring the Run Now checkbox is disabled and you have scheduled the backup to commence later.

 

7.      A confirmation prompt is displayed.
Either;

o      Lock/encrypt the backup file by entering a password, or

o      Tick the No Password check box.

 

8.      Click to perform the backup. You will now be prompted to save the Configuration file.

o      Note that if you already have a configuration file of the same name, it will be overwritten by this new one. Rename this one, if you want to keep the old one too.

 

9.      Once the backup has been successfully performed you will be prompted accordingly.

It is advisable that you check the backup log file to ensure that your scheduled backup has been successful. The backup log file is called HcnBackupLog.txt, and is saved to root of the HCN log directory at C:\Users\Public\Public Documents\HCN   A typical successful backup log might read like this: INFO: Audit 23/01/2018 4:36:15 PM Backup File can be found at C:\Hcn\Backups\HCN_MNGZY_FULL_20180123_0435.ZIP INFO: Audit 23/01/2018 4:36:15 PM ===== Backup completed 23/01/2018 4:36:15 PM