vault-backup-windows-extensis-portfolio-automation

Microsoft Windows Batch script that includes logging , retention of a desired number of previous Vault backups , customizable email notifications , as well as the capability for predetermined scheduling ( via the Microsoft Windows Task Scheduler ).

Requirements :

• Extensis Portfolio version 3.6.3 ( or greater ).
• 7-Zip ( 64bit ) - http://www.7-zip.org
• Blat ( 64bit ) - http://www.blat.net

Installation Procedure :

1. PORTFOLIO SERVER VERSION

• Via the Portfolio Administration ( :8091 ) Web interface , verify the current version of your Portfolio instance.
  • Although the provided example may work with earlier Portfolio versions , Portfolio version 3.6.3 ( or greater ) is recommended.

2. DATA DRIVE PROVISIONING

• Verify that the target data drive has been provisioned with ample drive space and that the desired sub-folder has been created.

3. BATCH FILE CONFIGURATION

• VAULT_backup.cmd

  • blatlocation = C:\Program Files\Blat
    • Blat installation location.
  • ziplocation = C:\Program Files\7-Zip
    • 7-Zip installaiton location.
  • backupfolder = D:\Extensis Portfolio VAULT Backups
    • Folder location of Vault backups.
  • numbertokeep = 3
    • How many previous Vault backups to retain.
  • backuplogfilename = VAULT_Backup_Log.txt
    • Filename for the Vault Backup log.
  • emailserver = mail.example.com
    • Email - Server
  • emailto = example.recipient@example.com
    • Email - To:
  • emailfrom = ServerName_noreply@example.com
    • Email - From:
  • emailsubject = "Portfolio Notification: VAULT Backup Log"
    • Email - Subject:

⚠️ The ( mongodump ) command can be run while Portfolio is actively running ( aka “hot” backups ) — but , note that periodic Portfolio Vault Backups must be timed to occur at the same exact time that scheduled Portfolio environment backups occur.