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Blue – Backup / Secure immediately after a workshop

This guide provides detailed steps for securely backing up and cleaning up workshop data when using the Red SNA and Matrix software. It includes instructions for creating and structuring a workshop folder, exporting SNA data as Excel files, and saving user input into Word documents. The process emphasizes the importance of creating backups of all relevant files, including presentations, images, and databases, while ensuring that sensitive data is permanently deleted to prevent unauthorized access. Follow these steps to maintain data integrity and security.

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Blue – Backup / Secure immediately after a workshop

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  1. Blue – Backup / Secure immediately after a workshop (using the laptop used in the workshop). For Red REVISION: v84+

  2. Single Folder to collect • Create a folder on desktop with name of ‘workshop’. • Create subfolders: ‘output’, ‘videos’, ‘backup’, ‘output/images’

  3. Export SNA/Matrix AS XLS WHEN RUNNING LIVE • For each used Matrix / SNA. RMB > Export > XLS to ‘output’. This will save an Excel 2003 file for further analysis.

  4. Export SNA/MATRIX AS XLS FROM A SAVED FILE • If you have loaded the .redx file from a saved file then .xls export is not (yet) supported. • However if you are still on the same laptop goto the backend to export the files needed. • http://192.168.11.20:8888/sna/import.php (or /matrix of course) • Feel free to also save any .csvfile.

  5. Save PLUGIN’s OWN DATAFORMAT + IMAGE • For each used Matrix / SNA / OHI. Right mouse click > Export > .ohi / .redsna /.hm and to ‘output’ • For each SNA / Matrix: RMB > Export > Screenshot and save to ‘output’

  6. COPY / PASTE all user input (Q&A) to WORD DOCUMENT • Create a Microsoft Word document in ‘output’ with similar name as workshop. • In Red: For each question / barchart / vote that people have answered. Select item. ‘Copy’ (or CTRL + C) , switch to word then ‘Paste’ (or CTRL + V). • It is very useful doing this in a chronological order.

  7. COPY / PASTE all user input (Q&A) to WORD DOCUMENT (2) I usually add the originating vote with it

  8. COPY / PASTE all user input (Q&A) to WORD DOCUMENT (3) • For SNA / MATRIX you can add the exported screenshots from earlier AND or include the .XLS Graphs you made. • You can also copy / paste the images from flipcharts etc… • Format the document to be handy. • Pasting to Powerpoint is possible but not supported.

  9. COPY / PASTE all user input (Q&A) to WORD DOCUMENT (TIP) • For ‘linked’ questions Copy the first one first and continue on (you can also use CTRL + Select to select multiple items in the order of selection). 1 2 1 2 CTRL+

  10. BACKUP Presentation and Videos • In Red, For each ‘Red’ presentation, Open and Save As to ‘desktop’. Remember from now on XLS export will no longer work • In Red, For each presentation, File > List External files > Copy to ‘videos’

  11. Export all images to standalone FOLDER • No easy way yet • In Windows Explorer Copy and Paste the .redx file • Change extension of copied file to .zip • Extract zip to a folder • Inside folder you will see ‘images’ folder. All images / slides are there. Copy to “output\images”

  12. BACKUP ALL DATABASES / LOGS • Goto c:\ProgramData\Sandbox and zip that folder. (we use 7zip http://www.7-zip.org/) • Copy the zip to , ‘backup’. • This contains ALL info for any backend application • It also contains ALL errror logs and autosaves. • It allows complete analysis of all data if ever needed.

  13. COPY FULL FOLDER TO EXTERNAL HD / • Now copy the ‘workshop’ folder to off-laptop • All data is now outside ‘Red’ and ‘red’ version can be duplicated on another machine if needbe. • You can put the workshop folder (excluding videos that are non-speficic to the workshop) to the FTP as as .zip file. But space is not unlimited.

  14. Cleanup AUTOSAVES / RECENT • If you are 100% sure you have backed everything up you can clean up the laptop to remove (as much as possible) content to prevent data ‘theft’. • In Red > File > Delete > Autosaves / Recent

  15. Cleanup BACKUPS • In windows explorer type %appdata%, then enter You are now likely in a ‘roaming’ folder like below

  16. Cleanup BACKUPS • Go one ‘up’ in the folder structure Navigate then to Local\Red\Recovery\file and delete all the .redx files

  17. Cleanup SNA DATABASE • In c:\ProgramData\Sandbox\htdocs\sna\database • Delete all *.db files except sna-empty.db • Copy and rename sna-empty.db to sna.db

  18. Cleanup Matrix • In c:\ProgramData\Sandbox\htdocs\matrix\database • Delete all *.db files except matrix-default.db • Copy and rename matrix-default.db to matrix.db

  19. Cleanup Remaining • Obviously delete all *.redx files • Clean recycle bin • (if hardcore remove) use a special ‘secure delete’ program to delete files (http://www.howtogeek.com/72130/learn-how-to-securely-delete-files-in-windows/)

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