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Setting up the Microsoft SQL Maintenance Plan [VIDEO]

Article by Andrew Lidstone, CSWE created/updated June 23, 2015

The first rule of Data management is to make sure everything is being backed up.  When it comes to backing up the SOLIDWORKS Enterprise PDM database, the Microsoft SQL Maintenance Plan can help you automate the process of creating essential back ups.  Here is how you can start using Maintenance Plans.

Step 1:  Ensure that the SQL Server Agent service is running.  Launch the SQL Server Configuration Manager program and check that the SQL Server Agent is currently running, if it isn’t right click the Agent and click Start.

Start SQL Server Agent

Step 1 – Start SQL Server Agent

Step 2:  Log into the Microsoft SQL Server Management Studio and expand the Management folder in the Object Explorer then right click on the Maintenance Plans folder and select the Maintenance Plan Wizard command.

Step 2 - Access Maintenance Plan Wizard

Step 2 – Access Maintenance Plan Wizard

Step 3:  When the Wizard launches the starting page explains further what functions can be automated using the Maintenance Plan.  We will focus here on performing database backups.  Click Next to set up the backups.

Step 3 - Overview Screen

Step 3 – Overview Screen

Step 4:  Name the maintenance plan, the click Change to create a schedule for the plan to run on.

Step 4 - Name the Plan

Step 4 – Name the Plan

Step 5:  You can run the plan Daily, Weekly or Monthly at whichever time will work for you.  Make sure that you give the Maintenance Plan enough time to complete the backup in advance of any scheduled hard disk backup you may have already set up.  Click OK to set the schedule, then click Next.

Step 5 - Scheduling the Job

Step 5 – Scheduling the Job

Step 6:  Select the Back Up Database (Full) option and click Next.

Step 6 - Full Back Up

Step 6 – Full Back Up

Step 7:  On the Task Order screen ensure that the Back Up Database (Full) task is listed, otherwise go back a step and select it again, then click Next.

Step 7 - Task Order

Step 7 – Task Order

Step 8:  Define the options for the backup task.  First, select the Databases to be backed up.  This should be the ConisioMasterDb database AND any specific databases for your EPDM Vaults.

Step 8 - Define Options

Step 8 – Define Options

Step 9:  You can set the backups to automatically expire after a specific number of days to prevent the files from being accidentally deleted until after the expiration date.  Set the back up to go to Disk and make sure it is set to use the option Create a backup file for each database.

Step 9 - Create Back Up

Step 9 – Create Back Up

Step 10:  Click the “…” button to specify the folder location for the database file.

Step 10 - Folder Location

Step 10 – Folder Location

Step 11:  Optionally you can also enable the options to Verify backup integrity, as well as automatically compressing the backup, if you so desire.  Once all options are set, click Next.

Step 11 - Verify Backup Integrity

Step 11 – Verify Backup Integrity

Step 12:  If you wish you can set up a report text file.

Step 12 - Report Options

Step 12 – Report Options

Step 13:  Finally, review settings and click Finish to complete the Maintenance Plan Wizard.

Step 13 - Complete the Maintenance Plan Wizard

Step 13 – Complete the Maintenance Plan Wizard

Video Demonstration

See the steps in action with the video below:

 

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Andrew Lidstone, CSWE

Andrew is a SOLIDWORKS Elite Applications Engineer and is based in our Dartmouth, Nova Scotia office.

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