Recommended Maintenance for TradeStation Trading Platform
To backup TradeStation, follow the instructions in the screenshots below:
Access through the menu bar File> Backup / Restore TradeStation (Backup / Restore Tradestation)> TradeStation Backup Menu Sequence. The TradeStation Backup dialog box is displayed.
It contains the weekly, monthly and customized backups created to save the information.
- Select the desired range from the drop-down list. By default, they are listed monthly and weekly.
- New: Click this button to enter a name in the New dialog box of the backup you are creating. The backups you create are displayed and accessed from the Backup Settings drop-down list.
- Delete: Click this button to delete a backup from the Backup Settings drop-down list. The backup you want to delete must appear in the Backup Settings drop-down list before clicking the Delete button.
- Save As: Click this button to enter a different name than the existing backup in Save As. The backup saved as a different name is displayed and accessed (along with the current backup used to save as a different name) from the Backup Settings drop-down list.
Table of Backup Components:
The table lists all the components and subcomponents of each TradeStation backup item. The expand / collapse button displays and / or hides the subcomponents of each component row. A check mark indicates that the component must be included in the file.
- Status: Check this option for TradeStation to set the status of the backup. At least one component must be included in a compressed file to start or schedule a backup job. If a setting is clear, the component will not be included in the backup.
- Component: Contains the name of the item in the TradeStation platform that you want to select or deselect to perform a backup.
- Details: Contains information about the element of the selected component. An eclipse button allows you to specify additional folders that will be used for backup as part of the corresponding component.
- Select All: Click this button to select all the components that appear in the dialog box.
- Clear All: Click this button to deselect all the components that appear in the dialog box.
Backup Locations and Backup Schedule:
- File / Name: Contains the name of the backup that you created with a date and time stamp from when it was created.
- Destination: Shows the location where the backup files are stored for the current backup configuration. Click the Browse button to navigate to a different area of the Browse for Folder dialog box if you want to change the path of the archive folder where the backup is stored.
Options if File(s) With Same Name Already Exist:
- Continue, keeping the last  Files: Select this option to specify the number of file files to be retained for the current backup configuration.
- Replace Existing File (s): Select this option to save the most recent archive file for the current backup configuration.
Schedule Automatic Backup Job:
- Check the Scheduling Automatic Backup Job setting to determine when to schedule the backup job to run automatically.
- Time: Enter the desired time to program to start the backup process.
- Journal: Select this option if you want to run the backup daily. You can have the backup run only one time at a certain time.
- Weekly: Select this option to run the backup on a specific day of the week.
- Monthly: Select this option to run the backup monthly.
- Day: Select this setting and enter the day of the calendar so that your backup is run monthly.
- The first : Select this option and choose the desired day of the week to run the backup monthly.
Click Start Backup to run the selected backup job, click Close to save the changes, or Cancel to exit without changes.
The dialog box or the status of the TradeStation backup will appear informing you that running a backup job will temporarily suspend normal operation.
If TradeStation is open when a backup job, either manual or scheduled, is executed, the connection to the TradeStation data network will be closed and all TradeStation related processes will be stopped or frozen to be able to include all necessary files in the file. During the backup process, windows will not be updated, alerts will not be activated, strategy automation will be suspended and orders will not be able to be placed. After the backup job is complete, all open desktops and data network connections must be back to their previous state of backup.