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.
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 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 4: Name the maintenance plan, the click Change to create a schedule for the plan to run on.
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 6: Select the Back Up Database (Full) option and click Next.
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 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 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 10: Click the “…” button to specify the folder location for the database file.
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 12: If you wish you can set up a report text file.
Step 13: Finally, review settings and click Finish to complete the Maintenance Plan Wizard.
See the steps in action with the video below: