The TradeStation Backup and Restore handles the backup and restoration of information contained in the various directories managed by the TradeStation platform.
If you store information in other directories outside of the TradeStation directories, or in subdirectories that you have created, the backup and restore functions will not handle these directories and the files contained within them unless you choose to add these additional folders for the subset of backup items that allow the specification of additional folders. Note that only certain items may have additional directories specified.
There are two default Backup configurations: Weekly and Monthly. A backup configuration allows you to select what items are to be included in each configurations backup. Note that your computer must be running in order for an automatic backup to be performed.
If TradeStation is open when a backup job is run, either manually or scheduled, the connection to the TradeStation data network will be closed and all TradeStation-related processes will be stopped or frozen so that all necessary files can be included in the archive. During the backup process, windows will not update, alerts will not trigger, strategy automation will be suspended, and orders may not be placed. Once the backup job is complete, all open desktops and data network connections should return to their pre-backup state. If you are running studies overnight that cannot be interrupted, you would not want an automatic update to be scheduled that would interfere with these overnight studies.
You can add additional backup configurations (such as Daily) if you want to have different items backed-up for daily, weekly, monthly or special backups.
The simplest approach is to use the Daily template if it exists. If not create a “New” one. The only change to what is backed up on the daily would be to not include the Data Cache in the Daily as that potentially would make files much larger. The Weekly configuration could be used to capture the Data Cache if backing up the data cache is important. If so enable both the Daily and Weekly backups. The image below shows the Daily backup setup. Note that this setup keeps the last 10 archives for the current platform version. It is best to keep a number of backup archives just in case one is corrupt for some reason. Using a bit of extra disk space is a small price to pay compared to losing all of your work due to a computer problem.
Note the Destination specification. If your computer has multiple hard drives, it would be good to specify a destination on a drive different from the one upon which TradeStation is installed and has its work directories.
If you do not have multiple disk drives or even for better protection, saving backup archives on a cloud storage site would be a good idea.
Note that the TradeStation backup is a mechanism to allow you to have the information to restore your TradeStation configuration.
The Restore function allows you to restore the archive contents to a TradeStation installation. You can select the items from the archive to be restored, but you cannot select specific studies to restore, only all studies. An archive can also be used to configure TradeStation on a separate computer, as long as the TradeStation version and update of the other computer are not lower than the archive version and update.