File Backup
In addition to performing a normal database backup, you can also back up selected Cobra data so that it can be restored without restoring the entire database.
Backing Up Projects
- To produce a report for a prior period, back up your data before you advance the calendar.
- To revert the effects of a global process such as Replan, Recalc, or Reclass, perform the Backup process before running the global process.
Since the calendar with the correct status date is required to produce reports, it is automatically included during backup even if you do not select the Include project ancillary files option in the Backup dialog box. To include the remaining ancillary files (rates, codes, and resources), you must select this option.
Backing Up Master Projects
The master project backup contains the ancillary data assigned to the master project. The ancillary data is backed up only once—not in each project. This reduces the time and disk space required to back up your project data as part of your month-end process before advancing the calendar. For example, if a rate file is used by one of the subprojects and not in the master project, that rate file is backed up in that project.
Backing up a master project automatically creates separate project files for the master project and all of its subprojects. You can then restore the master project and subprojects separately. This enables you to be selective about the projects that you restore.
Backing Up Reports and Templates
You can back up saved reports or customized templates. The backup contains the report properties, the report template, and the saved settings.
Backing Up Batch Reports
You can also back up a batch report, which backs up the definition of the reports included in the batch. You must still back up the reports themselves so that you can perform a full system recovery if needed.
Backing Up Sorts and Filters
You can back up the sorts and filters created in the Report Wizard.
Backing Up Configurations
When you use the Integration Wizard, the wInsight Wizard, or the Cost Data Wizard, you can save your settings for the wizard. Cobra stores these settings in the database and lets you assign access control to them. Use the Backup utility to back up a copy of your saved configurations.
Creating Backup Files
You can back up only files to which you have access. When the Backup process completes, the backup file is created with the corresponding BK file extension based on the Cobra file type.
- Related Topics:
- Backup Guidelines
Cobra follows a set of rules when performing the Backup process. - Backup Dialog Box
Use this dialog box to back up files. - Procedures
Use these procedures to manage Cobra files using the Backup process.