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Creating a Subclient for Epic EHR Systems

You can create user-defined subclients to manage and back up specific data files and folders.

Procedure

  1. From the navigation pane, go to Protect > Applications > Epic EHR Systems.

    The Epic EHR Systems page appears.

  2. Click the server.

    The server page appears.

  3. Under Subclients, on the right of the page, click Add subclient.

    The Add subclient dialog box appears.

  4. Enter the following information:

    • Name: Enter a name for the subclient.

    • Backup set: Select the backup set that you want to add the subclient to.

    • Plan: Select the backup plan to use for the subclient

  5. To customize the content for backup, move the Define your own backup content toggle key to the right.

  6. Click Browse.

    The Select a path dialog box appears.

  7. Complete one of the following steps to add content:

    • If the installed database is InterSystems CacheĢ, do the following:

      • To select all instances on the server, select the CACHEDB check box.

      • To select a specific instance on the server, expand CACHEDB, and then select the instance.

    • If the installed database is InterSystems IRIS, do the following:

      • To select all instances on the server, select the IRISDB check box.

      • To select a specific instance on the server, expand IRISDB, and then select the instance.

  8. Click OK.

  9. Copy Epic scripts to the physical client.

    Epic provides scripts to freeze and thaw the databases. The pre-script is named instfreeze and the post-script is named instthaw.

    Note

    Epic typically sends these scripts with the initial software delivery of the installation package.

    Copy the scripts to the physical client as follows:

    • Copy the freeze script /usr/sbin/instfreeze

    • Copy the thaw script to /usr/sbin/instthaw

  10. After the subclient has been created, set the snap process settings as follows:

    1. View the subclient.

    2. In the section for snap process settings, do the following:

      1. Set the pre-snap process to /usr/sbin/instfreeze

      2. Set the post-snap process to /usr/sbin/instthaw

    For more information about pre-processes and post-processes, see Pre-Processes and Post-Processes Overview.

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