Creating Scheduled Snapshots

Use the Task Scheduler on the Accolade server to create a scheduled, timed snapshot.

To create scheduled snapshots you must have the following permissions and rights on the Accolade and snapshots servers:

• Administrators with administrator rights to the Accolade server.
• A user account with SGM_Write or db_owner role on the Accolade and snapshots databases.

The procedure below assumes that you are familiar with server and database management.

To start a snapshot series:

Note:  You cannot start a series while another series is running.

1. On the Accolade server, in Administrative Tools, open Task Scheduler and create a new task.

The Create Task dialog box displays.

2. On the General tab, name the task, enter a description, and select the security options.

You can select an option to run the series whether the user account you select is logged on or not.

3. On the Triggers tab, click New and select the frequency and time that the snapshots for this series are taken.
4. In the list next to the Days option, select the last day of the month to create monthly and quarterly snapshots.

Set the task to start during off hours when Accolade is not heavily used.

5. On the Actions tab, click New, leave Start a program selected in the Action list, and select TakeSnapshot.exe in the following default location:

C:\Program Files\Sopheon\Accolade\Bin\TakeSnapshot.exe.

The user running Task Scheduler must have administrative rights on the application server to use TakeSnapshot.exe.

6. In the Add arguments field, enter the snapshot series' name.

Add optional arguments to display the series type and description within Accolade.

Enter the name and arguments in the following format: (snapshot name) /type:"(type name)" /desc:"(description)" [without parentheses].

For example: Evening Snapshot /type:"Daily" /desc:"Records final data for the day."

7. Configure the task further on the Conditions tab and the Settings tabs, as necessary.
8. Click OK to save the task.

Notes:    To stop a scheduled snapshot, double-click the task in the Task Scheduler and click Delete. To stop a series temporarily, create conditions that cannot be met. To remove individual snapshots taken in the series, display the snapshots in Accolade (Process > Portfolio Snapshots), select the check box in the column and click Delete.