Creating a New Scheduled Job

Note: If you are looking for information on scheduled export and import jobs, see Scheduled Export and Import.

Complete the following steps to define a new scheduled backup job:

  1. Open M-Files Admin.
  2. In the left-side tree view, expand a connection to M-Files Server.
  3. In the left-side tree view, click Scheduled Jobs.
  4. Click New Scheduled Backup Job... in the task area.
    Result:The Scheduled Job Properties dialog is opened.
  5. In the Description field, enter a description for the new scheduled job.
  6. To define a schedule for this task, complete the following steps:
    1. Click the Schedule... button.
      Result:The Define Schedule dialog is opened.
    2. Define the appropriate schedule using the available options.
      The schedule option When idle is not supported in M-Files.
    3. Click OK to close the Define Schedule dialog.
  7. Click Backup to open the Backup tab.
    Result:The Backup tab is opened.
  8. Select either:
    • Master database: Select this option if you want to schedule a backup job for the master database.
      or
    • Vault: Select this option if you want to schedule a backup job for a document vault. Use the Vault drop-down menu to select the vault that you want to back up and the Backup type drop-down menu to select either the Full backup or Differential backup backup type.
      Note: 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.
  9. Click the ... button to select the destination of the M-Files backup file (MFB).
  10. Optional: Click Set Account... to run the task with another account than the Local System account. If the file location is on a network drive that the Local System account cannot get access to, you must set another account. On the Set Account dialog:
    1. Select This account.
    2. In This account, enter the name of the user account.
    3. In Password and Confirm password, enter the password of the user account.
    4. Click OK to close the Set Account dialog.
  11. Optional: If you want to divide the vault backup into multiple files, check the Divide to multiple files check box and set the file size limit.
    The names of the backup files should not be modified as they might no longer be recognized during a backup operation later on.
  12. Optional: Check the Overwrite existing files check box if you want your new backup files to replace any existing files with the same file name.
  13. Click OK to finish creating the scheduled backup job.
The scheduled backup job you have defined is added to the Scheduled Jobs list and it is run according to the specified schedule.