How do I create a scheduled task to run the CCH® ProSystem fx® Engagement or Workpaper Manager Database Backup & Restore Utility?

This utility is designed for backup and restore of the Engagement Office Server databases for a single main or secondary office server. This utility will need to be run separately on each Office Server to which data needs to be restored

Important: 

  • To be able to restore a single binder to a Central File Room you must use the CCH ProSystem fx Engagement Database Backup & Restore Utility to backup the CCH ProSystem fx Engagement databases. Your third-party SQL backup software is unable to restore the databases for a single binder.
  • It is important that you understand that this database backup process does not back up workpaper folders.  Workpaper folders for each Central File Room on this Office Server must be backed up independently of the Engagement database backup.
Additional files to be backed up:

 

To ensure that you have a complete backup, the files in the following folders will need to be backed up separately using your current backup methods.

The files stored in these folders are not included in the backup that is generated by the ProSystem fx Engagement Database Backup & Restore Utility.

The CFR Workpapers folder (default path Pfx Engagement\Admin\Workpapers\ - check CFR properties via the admin module to be sure.) Backing up data contained in the following paths may also be critical, if present:

  • Pfx Engagement\Admin\Admin Packages
  • Pfx Engagement\Admin\Archive
  • Pfx Engagement\Admin\Transition Binder Packages

Notes:

  • It is imperative that the backup/restore for both workpapers and the Engagement SQL instance are completed without intervening changes being caused by synchronization. During both a backup and a restore process, the access to the databases will be restricted to the backup or restore process.  If synchronizations are initiated during this time, the synchronizations will fail.
  • At the end of the process, only one .bak file will be created. This single file will contain the backups for all the Engagement Office Server databases local to the server on which the backup job is run. The default names for the backup file are:
    • Full Backup: Office Server Name_Full MMDDYYYY HH MM SS.bak
    • DIifferential Backup: Office Server Name _Differential MMDDYYYY HH MM SS.bak

The following steps assume that you have agreed to the warning in the User Interface section of the Utility:  WARNING:  You are about to back up or restore the SQL 2012/2008/EXPRESS databases on this Office Server, including the CentralAdmin database and all bin databases including applicable binder database information.

  
To create a scheduled backup using Task Scheduler for Server 2008, Server 2012, Windows 7, Windows 8, and Windows 10:

 

  1. Open Task Scheduler.
  2. Select Create Task.
  3. Create a task named BackupRestoreUtil on the General tab of the Create Task Wizard screen.
    1. Verify that the task is set to run as an Administrator of the server.
    2. Choose Run whether user is logged on or not.
    3. Choose Run with highest privileges.
  4. Go to the Triggers tab and click New.
  5. On the New Trigger screen, set the desired schedule for the backup task to run and click OK.
  6. Select the Actions tab and click New.
  7. On the New Action screen, verify the Action is set to Start a program.
    1. Click Browse and navigate to "?:\Pfx Engagement\ADMIN\Utilities\Backup Restore\BckupRestoreUtil.exe" (where "?" represents the drive where the program is installed).
      • Note: If the save location for the backup files is to be on a different machine, the path to the share must be a \\UNC path.
      • The SQL Server (PROFXENGAGEMENT) Service must be set to run as an account with full control rights to the shared location. 
    2. In the Add arguments (optional) field:
      • For Full Backup: Add the /f switch and the path information for the desired location surrounded by quotation marks. (e.g. /f "C:\Backups")
        • Note: The command line parameter /f must be entered in lowercase. Using an uppercase F will result in an incomplete backup.
      • For Differential Backup: Add the /d switch and the path information for the desired location surrounded by quotation marks. (e.g. /d "C:\Backups")
  8. Verify that the settings on the Conditions and Settings tabs are set to meet your needs.
  9. Click OK to save the information.
  10. Provide the credentials for the account that the scheduled task is to run as.
  11. The BackupRestoreUtil will appear listed in the Task Scheduler Library.

To restore from backup, please see the following articles:

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