Backing Up a Document Vault

The vault backup function can be used for backing up the document vault or for scheduling a recurring vault backup job. For more information about scheduled backups, refer to Scheduled Backup Jobs.

Steps

  1. Open M-Files Admin.
  2. In the left-side tree view, expand the desired connection to M-Files Server.
  3. In the left-side tree view, select a vault of your choice.
  4. Right-click the vault and select Operations > Back Up... from the context menu.
    The Back Up Document Vault dialog is opened.
  5. Using the Backup type drop-down menu, select either Full backup or Differential backup.
    A full backup is the most complete copy that can be produced with M-Files. It contains, for example, the history information of all documents. You cannot make a differential backup if you have not made a full backup first. A differential backup contains all data that has been changed after the last full backup.
  6. Click the ... button to select the destination of the M-Files backup file (MFB).
  7. Optional: Use the Set Account... button to define a separate user account to have access rights to the backup file.
  8. Optional: Check the Divide to multiple files option check box and set the file size limit if you want to divide the vault backup into multiple files.
    The names of the backup files should not be modified as they might no longer be recognized during a backup operation later on.
  9. Optional: Check the Overwrite existing files option check box if you want your new backup files to replace any existing files with the same file name.
  10. Select either:
    1. Run immediately to start the backup job right away.
      or
    2. Add to scheduled jobs and click the ... button to schedule the backup job as a recurring task.
      Note: For more information about scheduled jobs, see Scheduled Jobs.
  11. Click OK to either start the backup process or to add the scheduled task to the list of scheduled jobs.

Results

The vault backup should now be run or added to the list of scheduled jobs, depending on your choice under the Scheduling header of the dialog.