This section details how to create Manual and Automatic Backups on your Server computer.
A MacPractice Backup can only be created on the MacPractice Server. For automatic backups to be created on the server computer, the computer must be powered on and cannot be set to sleep. The MacPractice database must also be running. If the computer is not powered on and active, the backup will not be created.
MacPractice does not support creating backups on a Network location. If you need to store backups on the network, we advise that you write a backup to a location on the Server computer, and then once the backup is successfully created, you can then move it to a location on the Network.
Steps to take before you can create backups
There are a few steps to address prior to creating backups to ensure you don't run into any issues.
Setting Privileges in MacPractice
Users must have the correct privileges to create a MacPractice backup. These privileges can be managed in the References ability under the User Group Privileges node. Enable the following privileges for the user group that will be responsible for backups management:
- Access Preferences
- Allow Backup Database
- Edit Backup Preferences
You'll want to review and assign the correct User Group permissions for the MacPractice Server computer users to ensure the proper levels of access are assigned to each user. The MacPractice Backup files are only accessible to an Operating System user who is a member of the macpractice_backup user group. To edit the system users, select the Apple menu in the upper left corner of the screen, then select System Preferences followed by Users & Groups.
Click the lock in the lower left corner of the System Preferences window to make changes to the groups. Enter the computer administrative username and password. This is the username and password for the computer, not MacPractice.
Next, select the macpractice_backup group and check the box next to any computer users that should create or view MacPractice backups on the server. Click the lock icon and close the window to save the changes.
A new backup scheme can be created by clicking the plus button, or click the minus button to remove a backup scheme. With the Enabled checkbox checked, a backup will be created at the selected location at the scheduled time and days. When this box is unchecked, the indicated backup scheme will not run.
The Source column determines which portion of the database will be stored in the backup. For most practices, you'll want this set to All, as this will back up the entirety of your MacPractice database.
We recommend creating at least one complete (All) backup every day.
Additional backup schemes can be created to backup either the database or attachments separately, but partial backups (data or attachments only) include only the selected portion of a backup. For example, if a database only backup is restored, no attachments will be restored.
- Database: All MacPractice and patient data, but no Attachment data.
- Attachments: All images files in MacPractices Digital Radiography/Imaging and Attachments/Images, but no MacPractice and patient data.
- All: All information, including data and attachments.
Warning: If no maximum number is determined, MacPractice will continue to generate backups at the scheduled times until there is no more space on the hard drive. This can cause all kinds of operational problems for your server computer, so we strongly recommend setting a maximum number.
Backup Schemes should never be configured to run at the same time and day. Creating a backup taxes the server resources. Multiple backups should never run simultaneously. If multiple backup schemes are created, adjust the time to allow one backup to start and end before another backup starts. For example, if a backup starts at 6:00 PM and the backup takes at least 30 minutes to complete, set the next backup to start at 7:00 PM. This would allow the 6:00 PM backup enough time to complete before starting the next backup.