Link Technologies provides a safe backup for all paid clients. Customers can manually upload backups using the backup FTP utility.  This is a manual task. This case allows customers to choose to automate this task so that backups are not missed.

Add ability for LinkSOFT Customers to set up an "Automatic Backup and Upload" functionality.

By default, this is disabled. Users have to OPT IN.

1. The change will be available in version:12.40.0415

2. The following changes were made(Include Database object names, Program classes, and any other relevant information):

1. Added a rule in Process "SYS003" named: FTP Upload to Link Technologies Secure Cloud Backup facility. The scheduler account must have access to the backup path.
   1. When this rule is enabled, backups will be flagged to "FTP Upload" and will be picked up by the "Maintenance Scheduler" to send the backup file to Link Technologies FTP Repository
2. Added ability to edit menu "Global Administration ~> Database Backup" so that users can flag individual backups to send to FTP
3. Programmed Automatic FTP Backup Upload using the Maintenance Scheduler
4. Added "FTP Upload" date and Flag to menu "Global Administration ~> Database Backup"
5. Changed menu "Global Administration ~> Process Setup" "Maintenance Item" to "Maintenance tasks used to clean up temporary files and perform system tasks such as "FTP Upload" to Link Technologies Backup Repository." 
6. When a file is uploaded to Link Technologies FTP, it is named as "{Licence Company Name}_{ServerName}_{FileName}". Users can request a download link for their database by providing the file name in this format.
7. Changed Schedulers to START only if the Licence is VALID. This will prevent unnecessary uploads
8. Database Limits for Size and Per Client is validated based on Licence Portal
9. Only Database Backup Entries that are "Completed: are sent for FTP Upload
10. If an upload fails for any reason, the failure is logged in the event log, and the Backup entry is marked as "Failed". Administrators can then take the necessary action to resolve the issue. The following issues are expected:
    1. The service account does not have access to the backup file
    2. The file limits exceed customer allowances

3. Affected Areas:

1. Menu "Global Administration~> Database Backup"
2. Maintenance Process

4. The issue was caused by:

1. New Feature

5. Notes:

1. By default, this option is turned off. Users need to turn this option ON for backups to be marked as "FTP Upload"
2. User data file limits apply

6. Next Step (Review and System Test (Developer) -> UAT (Quality) -> Documentation): UAT

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PART B - Development Reference (Place descriptor for objects changed):

1. Changes implemented was according to the approved design (Y/N):Y

2. Other relevant notes:

For documentation Update

1. Figure 1 on the "Database Backup" page is old.
   1. It does not show the "FTP Upload" option and the "FTP Backups" tab
   2. "FTP Backups" tab is not explained
2. Mention that the "Maintenance Scheduler" should be running for FTP uploads on the "Database Backup" page.

Thanks