Backup and Restore

StreetSmart Edge® enables you to back up your current layout(s) and settings as one file to either the Schwab servers or to your hard drive (or both).

Auto-Save

The Auto-Save feature will automatically save your layouts when you log off. You can control this setting:

1. Click Settings > Settings in the main menu.
2. Within the Global tab, and under Automate Behavior, place a check in the box labeled Automatically Save Layouts and Settings and then click Save.

TIP: When using auto-save, the backup is saved to your computer and overwrites the previous backup.

Disabling Auto-Save: You can uncheck this feature to disable auto-save, in which case you will want to manually save a backup each time you make changes to your layouts or settings that you wish to keep.

Manual Backup

If you have Auto-Save turned off (as described above), back up your layouts and settings by going to the main menu and clicking File > Save all Layouts and Settings. As with auto-save, this method will save your backup to your computer and overwrite the previous backup.

Saving Backup to External File or Schwab Server

Another way to back up your files is via the Save As... menu item in the main File menu. Using this, you can either save to the Schwab server or save locally to your hard drive or other storage device.

• Schwab Server - Save up to 5 layouts to the Schwab Server. When you click Save to Schwab Server, a window displays showing you all your server-saved layouts. Assign your backup a name in the Layout Name field and click Save. Delete saved layouts by clicking the X next to the layout you wish to delete.
• Local File - To save more than 5 versions of your layouts and settings, save them locally. File names will default to include the date of the backup, or you can give them unique names of your choosing. If you use the same file name, it will overwrite the previously saved version of the same name.

Loading a Saved Backup

Schwab Server: To restore your backup from the Schwab server:

1. Go to the main menu and click File > Load...
2. In the expanding menu, select the backup you wish to load.

Local File: To restore a backup saved locally to your hard drive or other storage device:

1. Go to the main menu and click File > Load...
2. Choose Load from Local File. Find and select the backup file (likely in the Saved Data folder of your StreetSmart Edge® directory) and click Open.

The current layout and settings will be backed up to your local drive. You may revert to the previous layouts and settings by choosing Undo Load from the File menu.

Undo Backup Load

Each time you load a new layout, a backup is saved so that if you change your mind and want to revert to your previous settings, you may do so by select Undo Load from the File menu.