The backup and restore utility in TradeStation provides an easy way to save and recover your work in the event of a hardware or software failure. It is also useful when upgrading your computer or even moving your work from one computer to another.
To access the TradeStation backup utility, click on the File menu, go to Backup/Restore TradeStation, and then click on Backup TradeStation. This should bring up the TradeStation backup dialog. Each time a backup is run it produces a single file that contains all the elements selected in the backup/restore dialog. By default, this file is stored in the TradeStation archives directory in the program files folder of the C drive. For further protection, we suggest you copy this file into an external media, such as a CD, DVD, or USB flash drive. In case your hard drive crashes, you always have a safe copy outside of your PC. This archive file can later be restored into the same or more recent version of TradeStation.
A TradeStation archive file contains only user-created components. It does not contain any items such as username, password, or account information. Therefore, an archive file can be restored safely by any other user without compromising any personal information. Workspaces are usually stored in the My Work folder of the TradeStation directory. If your workspaces are stored in a different directory, you can direct the backup utility to look at these additional folders to back up these workspaces as part of the archive file. In each reference folder, only files with a TradeStation workspace file extension, or TSW, will be included in the archive.
You can define multiple backup configurations, and these configurations can include different backup settings. For example, you might use a daily configuration to automatically back up only desktops and workspaces every day, and use a weekly configuration to back up different components each weekend. A unique archive file is created for each backup job that is run. On the right of this dialog, you have the option to schedule an automatic backup job. You can specify the time, if you want this job to run daily, weekly, or on a specific day of the week, or on a monthly basis and specify the day of the month that you want this run. Please be advised that if TradeStation is open when a backup job is run, either manually or scheduled, the connection to the TradeStation data network will be terminated. All TradeStation related processes will be stopped 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.
To restore an archive file, click File menu, select Backup/Restore TradeStation, and select Restore from the sub-menu. Here you'll be prompted for a backup file to be restored. Click on browse, locate the archive that you want to restore, click open, and then you can select the specific components that you'd like to restore. If you'd like to create a copy of your TradeStation environment from one computer to another, install TradeStation on that second computer, and then take a backup file from your main computer, and run the restore on that second machine.