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:
- From the main Windows screen, right click on the Remote Desktop icon and select Edit.
The Remote Desktop Connection screen displays. - Select the Local Resources tab.
- Tick Disk drives.
- Select the General tab and choose Save As.
The file name Remote Vision.rdp displays. - Select Save.
- You are prompted to replace the existing file, select Yes.
Create a new folder on your drive C:
- From the Windows menu choose File explorer.
- Right click on Local Disk (C):
- From the menu choose New > Folder.
- Enter a name in the New Folder box, for example, BackUp.
- 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:
- Login in to Vision 3 from the pc you have configured.
- From Appointments – Maintenance – System Constants, select the Backup tab.
- 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.
- Select OK to save and close.
- 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.