Backing up Optuma setup to source control

Optuma General Discussion
1

Hi guys,

I’ve just done a check and I’ve now got 60+ custom scripts, 20+ Python functions, 5 Pascal functions, a collection of watchlists, multiple layouts, scans, backtests, a fairly complex toolbar setup, … in my Optuma setup. As a lot of these scripts/watchlists/functions/… work together and depend on each other, I want to make sure I’ve got my whole setup fully backed up and under source control.

Up till now, I’ve just been backing up the entire Optuma/Documents directory tree - are all of those files required to restore a full Optuma config to a new install, and/or am I missing certain files outside of that Optuma/Documents tree that are important. Unfortunately a lot of the Optuma setup seem to be stored inside .OSP files, which aren’t human readable - I can guess at their content, but that’s all.

If I ever need to restore my current config over the top of a new Optuma install, or I break something and need to revert to an older setup, what’s the set of files I need to be backing up?

Thanks in advance

Dave M.

2

Thanks David. By default, Optuma automatically backs up the files in the Documents/Optuma folder every week (ie your workbooks, layouts, settings, script formulas, scans, settings, toolbar, etc). You can change the frequency and location to the cloud (eg OneDrive, DropBox) under Settings > Backup Settings so that your files can be restored or moved to a new computer. See here for instructions:

https://help.optuma.com/kb/faq.php?id=662

The backup process listed above will not include the following:

  • Optuma end-of-day data files
  • Intraday Data Cache for realtime data providers
  • Custom Exchanges (CSV, Metastock, intra-day providers)
  • Chart Default Price Unit overrides
Optuma end-of-day files do not need to be copied or backed up - the data can be downloaded from our servers at any time. However, if you wish to copy or back up the other items you will need to manually copy the following:

Intraday Data Cache: many realtime data providers only provide limited intraday history, eg Cryptowatch, Interactive Brokers so if extensive history has been built up on your system this will need to be copied. Copy the folder that includes intraday history, eg C:\ProgramData\Optuma\Data\Cryptowatch
Custom Exchange: C:\ProgramData\Optuma\Data\ - Copy any files named Custom*.* (eg Custom1.idx and Custom1.xml)
Custom Data Cache: C:\ProgramData\Optuma\Data - Copy any sub-folder that ends in _C (eg Bloomberg_C)
Price Unit Overrides: C:\ProgramData\Optuma\Data\priceunit.ini

Notes

The C:\ProgramData folder in Windows can be hidden. For information on how to locate it click here.

When copying Custom Exchanges, if the source of the data is Metastock or CSV then those files need to be copied from the old system to the new system in identical folder locations. Any variation in the path will cause the codes to not work on the new PC. If you are unable to use the exact same folder path you will need to re-import the data into Optuma.

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