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Re: Automatic Investment Backup[ Message Board ] [ Archives ] [ Search ] Posted by Mark on February 13, 2006 at 16:08:10:In Reply to: Re: Automatic Investment Backup posted by Clive on February 13, 2006 at 15:34:53: : : : Hi Mark, : : : I've recently upgrade to FM7. With previous versions I used the 'Automatic Investment Backup' to copy '*.dat' investment files to a removable media, so I was pleased to see that *.mm4 portfolio files would also be backed-up with FM7. : : : However, with FM7, I no longer get an exact copy of the data files located in the 'My_Data' directory. My backup media's directory now contains old 'filename.dat', 'portfolio.mm4' and new 'portfolio_filename.dat' files. : : : The fact that I only backup these files in case of a hard drive failure, why do the '*.dat' filenames differ between my active and backup directories? It would make more sense to me if contents of both directories would be the same. : : : In the case of a hard drive failure, how would I restore the data? : : : Alternatively, I could manually backup the 'My_Data' directory but this seems like a step backwards when considering how FM6 auto-backup worked for me in the past. : : : I would appreciate your comments. : : : Clive : : : : The FM7 naming of the backed up investments was meant to be an improvement, so you could tell from the filename which subportfolio they belonged to, in case you needed to restore any investment. : : To restore any investment you can just copy it out of the autoback folder (and then optionally rename it), and then re-open it into whatever portfolio it belonged in. : : Thanks, : : Perhaps I'm missing a basic understanding of the FM7 subportfolio setup, but...... : If I have backup copies of all *.dat and *.mm4 files, why would I need to know what subportfolio each dat file belonged to? I would think that the backup copy of the relevant portfolio file would sort this out. : In my situation, I now seem to have several backup dat files for the same investment, differentiated only by the portfolio_ prefix. Could this be true? : Regards,
It might make better sense if you were using sub-portfolios. For an example of what this looks like, check out the picture here: http://www.fundmanagersoftware.com/help/ui_portedit.html If you were to lose your portfolio, and wanted to re-create this, it would be easier to re-create if you knew which investments belonged in which sub-portfolio, just by looking at the filename. Another benefit of this naming convention is when the same investment filename is coming from different folders. For example, your regular portfolio may have "INTC.dat" coming from two different folders, because you've organized your investments by folder on your hard drive. In the prior naming convention, only the last one copied into the autoback folder was actually backed up, because there is only 1 autoback folder. Adding the portfolio as a prefix makes the filenames more unique, and less likely to collide. Normally you would never actually "use" any of the investment files located in this autobackup folder. They are only intended to be used to restore in case of an accident. Yes, you could have the same investment backed up under different names if it were included in different portfolios. Thanks,
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