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.

Back Up Projects

Backing up your projects is an important part of the monthly cycle for a couple of reasons:
  • To produce a report for a prior period, backup your data before you advance the calendar
  • To revert the effects of global process, such as Replan, Recalc, or Reclass, backup before running a 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 on the Backup dialog box. To include the remaining ancillary files (rates, codes, and resources), you must select this option.

For more information about performance and backing up ancillary files, see Back Up Master Projects or refer to KB Article # 77099 in the Knowledge Center of the Deltek Support Center.

Back Up Master Projects

You must back up the master project in a multi-project environment. 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 you month-end process before advancing the calendar. For example, if a rate file is used by one of the sub-projects and not in the master project, that rate file is backed up in that project.

Backing up a master project automatically creates separate project (.CMP) files for the master project and all of its subprojects. You can then restore the master project and subprojects separately. This allows you to be selective about the projects that you restore.

Back Up Reports and Templates

You can back up saved reports or customized templates. The backup contains the report or template and the saved settings.

Back 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.

Back Up Sorts and Filters

You can back up the sorts and filters created in the Report wizard.

Back 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.