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Backup and restore guidelines
Concepts
What to back up
Prepare backup tapes
Backing up the system state
Backing up Process Engine
Backing up Process Analyzer
Backing up databases
Restoring the system state
Restoring Process Analyzer
Restoring databases
   

Backing up Process Engine

The Windows Backup utility (ntbackup.exe) is part of the standard Windows Server System Administrator interface. The following procedure describes how to back up the Process Engine server using the ntbackup utility through the Windows Server interface. If you wish to use a backup script instead, refer to Using the Windows Backup utility from the command line.

NOTE If your FileNet system is uses the FileNet Process Analyzer, you should back up the Process Analyzer data at the same time as the Process Engine. See Backing up Process Analyzer for instructions.

To back up Process Engine using the Backup utility

  1. Log on to Windows Server as a member of the Windows Administrators group and as a member of the fnop or fnadmin group and dba and fnusr groups that can control FileNet software.

    NOTE To back up RDBMS files, you must have read and write permissions on these files. You must be a user with dba privileges.
  2. Shut down the Process Engine software, including the workflow database, before using ntbackup. Use the Process Task Manager to stop the Process software. You must shut down all non-root servers before shutting down the root server.

    CAUTION For FileNet-controlled databases, always use the Process Task Manager to shut down both FileNet software and the workflow database. Do not use the Microsoft SQL Server Enterprise Manager or the Oracle svrmgrl to stop the workflow database. If you do, an error displays because the database processes are dependent on the IMS ControlService. If you have a site-controlled workflow database, you must shut down the database software after you shut down the FileNet software.
  3. Select Backup from the Accessories/System Tools folder. Select the files to back up, and start the backup process. Refer to the Windows Server System Guide if you need additional information.
  4. When the backup completes, exit Backup.
  5. Unload the tape and label it with the dataset names, date, and your initials. Write-protect the cartridge and store in a safe place.
  6. Use the Process Task Manager to start the Process software. You must start the root server first.

    NOTE If you have a site-controlled workflow database, start the database software before starting the FileNet software.