Backing up your FRx Reports and System Maintenance

Posted by Sean Casey, MCTS on September 27, 2013


Backing up the machine that holds your sysdata folder should be a regular part of your company’s backup routines.

However, it may also make sense to create your own backup so you have easy access to restore your sysdata folder or reports. To find the location of your sysdata folder (assuming FRx security is turned off, otherwise you will need the administrator password), click on Admin, Organization in the FRx control panel:

Click on the SYSDATA button:

This will reveal the current location of your sysdata folder:

Navigate to the location of the sysdata folder using windows explorer.  Highlight the sysdata folder, right click “copy” and then paste to a convenient location.  You now have a backup of the sysdata folder. 

Another method to backup the reports in your sysdata folder is to export the specification sets.  To do this, click on Company, specification sets from your FRx control panel:

Highlight the spec set you would like backup and then, click on export:

Then select all and Export:

A save window will open, and you can save it with a file name that includes the date of the export.  This way you’ll know the date of the export in case there have been any modifications to the catalogs since the date of the export.

Now you have backup of your reports which can be easily accessed.  If you ever need to import a file, navigate to Company, specification sets and highlight the spec set you want to import.  Click on import and select the report you would like to import.

Monthly maintenance

At a minimum, it is recommended that you compact your FRx database weekly.  This process will create a new file but user deleted and other unneccesary information is removed.  The files will kept smaller which will reduce the occurrence of errors and lost data.  To do this click on File in the FRx control panel and select Compact FRx Database.  Choose current spec set database and say yes.  Repeat this step to compact the FRx System database.  This should ensure smoother FRx reporting!

Have questions or need more help with FRx? Contact Sean Casey, MCTS, the author of this post, at support@crestwood.com

 


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