Appointments Back up - Hosted

To enable the back up of Appointments to a local drive you must first configure your remote desktop connection to allow access. You can then configure the Vision 3 Appointments module to back up to the local computer.

To configure the remote desktop to access the local drive:

  1. From the main Windows screen, right click on the Remote Desktop icon and select Edit.
    The Remote Desktop Connection screen displays.
  2. Select the Local Resources tab.
  3. Tick Disk drives.

  1. Select the General tab and choose Save As.
    The file name Remote Vision.rdp displays.
  2. Select Save.
  3. You are prompted to replace the existing file, select Yes.

Create a new folder on your drive C:

  1. From the Windows menu choose File explorer.
  2. Right click on Local Disk (C):
  3. From the menu choose New > Folder.
  4. Enter a name in the New Folder box, for example, BackUp.
  5. Press Return on your keyboard and the new directory saves under the C Drive.

Once you have configured the Remote desktop on the computer and created a new folder, you can activate the Appointments back up:

  1. Login in to Vision 3 from the pc you have configured.
  2. From Appointments – Maintenance – System Constants, select the Backup tab.
  3. Complete the Backup tab as follows:
  • From this workstation – Tick the check box.
  • Interval – Set to 15 minutes on the Appointments workstation.
    It is also recommended to have this on a second workstation, for example the Practice or Reception Manager, and set the interval to 59 minutes.
Note - The Appointment backups should not run at the same time.
  • File name – Change to \\tsclient\c\BackUp\appt_bak.txt
  • Backup days after today – Select how many days ahead you wish to backup, this ranges from 1-10 days, the recommendation being one day on workstation one and three days on workstation two.
  1. Select OK to save and close.
  2. If you browse to the C:\BackUp on the local pc, the appt_bak.txt is available.
    Optionally, right click on the file and choose Create shortcut, this can be placed on the desktop for easy access.
Note - Vision 3 Appointments must be open for the back up to take place.