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Summary

The backup scheduler enables automatic backup of your invoice template and database files.

For now the backup scheduler is designed for local files only -- i.e. your invoice template and Access database file. SQL Server offers its own back up tools, as detailed on Create a Full Database Backup (SQL Server). If your SQL Server is hosted on the Internet, the hosting service provider may offer automatic backup too.

How to enable automatic backup

The backup scheduler built into Uniform Invoice Software utilizes Windows Task Scheduler. Once you have scheduled your backup task, it is performed automatically on each recurring day.

  1. Open your invoice / quotation template as usual.
  2. Click "Settings".
  3. Go to the "Database" tab.
  4. On the "Access database" page, click "Backup Scheduler".

    Backup Scheduler dialog box in Uniform Invoice Software

  5. Check "Enable automatic backup" start activate the task. Remove this check to disable automatic backup.
  6. In the "When to backup" section, specify the week day you want to execute the backup, from Monday to Sunday.
  7. The "What to backup" section shows all the files that will be backed. The "Add current database and template" button allows you to quickly add the current Excel template and Access database file. You can add other files too, by clicking the "Add" button, or delete a files from the list by clicking the "Delete" button.
  8. The "Other options" section allows you to specify where to backup (i.e. the destination folder), and the log file. Make sure your Windows account that will be used when executing the backup has full access privilege for writing files into the destination folder.
  9. Click the "Apply and close" button to make the options take effect. If you have already created / enabled the backup task using another Windows account, it prompts error message.

Once you enabled the automatic backup, on each recurring day specified in the "When to backup" section, all files shown on the "What to backup" list will be copied to a zip package file stored in the destination folder. The zip package file will have a file name like " UIS-BackupFile-20180826-093332.zip", where "20180826" is the date when the backup is performed, and "093332" is the time (hour, minute, second).

That's all you need to know to enable automatic backup for Uniform Invoice Software. The following section explains the underlying mechanism. You need to understand the underlying mechanism only when you want to further customize the backup process.

How the backup scheduler works

When the backup scheduler is enabled, Uniform Invoice Software creates a task named "Uniform Invoice Software Backup Task" in Windows task scheduler. To start Windows Task Scheduler, type "Task Scheduler" into your Windows 10 search box, click "Task scheduler" on the result.

The Windows Task Scheduler utilized by Uniform Invoice Software Backup Scheduler

Double click or tap on "Uniform Invoice Software Backup Task" to open the property page.

The backup task property page

As you can see Windows task scheduler offers more options and thus deep control over the task execution. For example, the task created by Uniform Invoice Software is run only when you sign in Windows with the account you used to create the task. However on this "Uniform Invoice Software Backup Task Properties" dialog box, you can choose to "Run whether user is logged on or not."

The "Actions" page shows what to do when the task runs. In this example, the "Action" is "Start a program", which is "UisBackup.exe" installed by Uniform Invoice Software setup program. When UisBackup.exe starts to run, it loads the configuration file:

C:\ProgramData\UniformSoft.com\Uniform Invoice Software\BackupSettings.xml

Here is an example of BackupSettings.xml

                        
<?xml version="1.0" encoding="utf-8"?>
<cBackupOptionsData xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema">
<Enabled>true</Enabled>
<DaysOfWeek>127</DaysOfWeek>
<FilesToBackup>E:\inv2\aa.xlsx;E:\inv2\aabb.mdb;e:\inv2\INVOICE.xlsx;E:\NET\UIS\to release\excel\sample6.mdb</FilesToBackup>
<DestinationFolder>c:\Uniform Invoice Software Backup\</DestinationFolder>
<LogFile>c:\Uniform Invoice Software Backup\backup-log.txt</LogFile>
</cBackupOptionsData>
    

The options shown in the BackupSettings.xml match what shown on the Backup Scheduler dialog box inside Uniform Invoice Software. It's pretty straightforward, except the <DaysOfWeek> element, which uses an integer number to identify which days of week to run the backup. This <DaysOfWeek> value is in fact a sum the following week day numbers:

Sunday1
Monday2
Tuesday4
Wednesday8
Thursday 16
Friday 32
Saturday 64

So for example, if the task should be run on each Sunday and Monday, you fill 1 + 2 = 3 into the <DaysOfWeek> element.