Microsoft SQL Server (Any edition but Express)
RDP onto the server
Connect to the SQL server using SQL Server Management Studio. You need administrative access so use Windows credentials or the SA account
Expand the Management section
Right-click on Maintenance Plans and choose New Maintenance Plan
Choose a name, E.G. “Daily Backup”
Double click on Subplan_1
- Name: A simple name for the section of the plan (e.g. Backup)
- Description: Provide some more detail explanation (e.g. Takes a daily backup and deletes the one created the previous day)
- Click on the calendar icon next to the Schedule field. Change the frequency according to customer’s specifications
On the left-hand side there will be a toolbox containing call the available tasks
Add a Back Up Database Task. You can either double click it, or drag and drop it into the beige filed
A new item will appear in the design area
Double click on the Icon to set up the backup specifications
Specify the databases to back up. You can click on “All user databases“, or select specific ones using the “These Databases” option
Select the Create a backup file for every database option
Check the box that says “Create a sub-directory for each database”
Select a location for the backup files (Usually something along the lines of “C:\SQL Backups”)
You are done setting the backup part of the plan, now we need to make it remove the old files
Add a Maintenance Cleanup Task from the toolbox. Make sure to connect it by dragging the arrow from the backup task onto it
Double-click on the Icon for the new task
On the folder section, select the folder where you are backing up the files
For file extension, select *.*
Check the “Include first-level sub-folders” box
Choose the time frame for file deletion. If it’s a daily backup task, set the time to 20 hours, not 1 day, so we ensure the prior day’s backup is removed
Save the plan by clicking on the Save icon or hitting Ctrl + S and you’re done!
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