Maintain NVivo Server

This topic explains how to perform general maintenance tasks for NVivo Server—for example, how to back up, restore and repair projects and refresh the list of projects you see in NVivo Server Manager.

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Schedule regular backups via NVivo Server Manager

It is important to regularly backup server projects—the simplest way to ensure server projects are backed up regularly, is to create a backup schedule in NVivo Server Manager. Once created, the backup schedule runs automatically and backs up all the projects on the server. If you prefer, you can back up projects via SQL Server Management Studio—this allows you to create more complex schedules or backup individual projects.

You can view the backup schedule on the Backups tab in NVivo Server Manager—if there is no schedule, you can create one.

To create the backup schedule via NVivo Server Manager:

  1. Open the NVivo Server Manager.

  2. Click the Backups tab.

  3. Click Create.

The Create Backup Schedule dialog box opens.

  1. Select when you want the backup operation to run, by setting the Frequency, Time of Day and Start date.

  2. Set backup expiry options—by default, backups do not expire. If you want to automatically expire backups, select After and set the number of days you want to retain the backup files.

  3. Click Browse, and select the location of your backup files.

  4. Select the Send e-mail if backup fails check box, if you want to be notified when a scheduled backup did not complete successfully. If you select this option, you must also enter:

  1. Click OK.


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Restore a server project from backup

If you have set up a regular backup schedule via NVivo Server Manager, you can also restore a project via the Server Manager. When you restore a project, you can choose to restore to the existing project or restore to a new project.

TIP  If a user has accidentally deleted content from their project and wants to see if a backup has the missing content, it is a good idea to restore a backup copy to a new project. If the new project has the missing content, the user can import the missing content via the NVivo client. This approach ensures that the user does not lose any work they have done in the existing project since the backup was made.

To restore a project:

  1. Open the NVivo Server Manager.

  2. Click the Backups tab.

  3. On the left, click the Restore tab.

  4. Under Destination for restore, choose where you want to restore to. You can restore to:

  1. Under Source for restore, select the project that you want to restore from the From Project list:

  2. Select the backup you want to restore from—each backup is identified by the date and time it was created.

  3. Click Restore.

NOTE  If you are managing backups via SQL Server Management Studio, you will also need to restore the database via SQL Server Management Studio.

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Back up projects via SQL Server Management Studio

NVivo Server Manager allows you to create a simple backup schedule, but if you want to back up an individual project or create special schedules for particular projects, you will need to do this via SQL Server Management Studio. For more information, refer to the following MSDN articles:

Each NVivo Server project is stored as a separate database in NVivo Server's SQL database instance. This means that these project databases can be backed up and restored on the same server device or a different one.

Alternatively, a project database can also be detached and re-attached into the same machine or a different one. Refer to the following MSDN articles:

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Repair a server project

You can use the Repair facility when projects become fragmented and are using server space inefficiently. When you repair a project, the project format (for example,10.0 or 9.2) is not changed.

It is a good idea to warn users before you repair a project as they will be automatically disconnected.

CAUTION  If you choose to 'repair with possible data loss', you should back up the project before repairing. Individual projects can be backed using SQL Server Management Studio—refer to Back up projects via SQL Server Management Studio for more information.

To repair a project:

  1. Open the NVivo Server Manager.

  2. Click the Projects tab.

  3. In the Projects list, select the project you want to repair.

  4. Click Repair.

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Set the file locations for new projects

By default, server project data and log files are stored in the directory:

 C:\Program Files\Microsoft SQL Server\MSSQL11.QSRNVIVO9\MSSQL\DATA\

To change the locations of data and log files for new projects:

  1. Open the NVivo Server Manager.

  2. Click the Settings tab.

  1. Click the Browse buttons beside the Data file and Log file boxes to select the new folder locations. We recommend you store data and log files in an uncompressed locally attached disk that NVivo Server has permission to write to.

  2. Click Save.


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Refresh the list of projects displayed in the Server Manager

The Projects tab of the Server Manager displays all projects that are registered in the NVivo Server metabase. If you manually restore a project using SQL Server Management Studio, the project is not automatically registered in the metabase. When you refresh the project's list, the metabase's register of projects is rebuilt.

To refresh the project list

  1. Open the NVivo Server Manager.

  2. Click the Projects tab.

  3. Click Refresh.

  4. Click OK to confirm.

NOTE When the metabase project register is rebuilt, any projects that have been manually deleted from the server using SQL Server Management Studio will be removed from the list. The projects list will show only projects currently available on the server.

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Change the interface language of NVivo Server Manager

 NVivo Server is currently only available in English.

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