As a licensee you are responsible for maintaining you SQL database for Troika and WealthWorks+ including making a regular backup of the data according to your internal requirements.


The following articles outlines the backup requirements and other maintenance considerations for the Troika system.


System Backup Requirements

SQL Server Standard and Enterprise editions allow a maintenance plan to be managed that can include a database backup. SQL Server Express cannot schedule or automate a maintenance plan; a database backup must be performed manually.

A full file backup of each SQL database and the system databases is required. These files can then be copied to other media such as a tape or online backup system.


A backup of the server hard disks alone is not usually effective as the SQL databases may be skipped when in use.


The frequency of your back up plan should also be reviewed. The frequency should be sufficient that in the unlikely event that it becomes necessary to restore a backup of the SQL data, the loss of data during the period is not excessive and would not cause disruption to your business. A daily backup is considered a minimum.


The recovery model (simple or full) property of the SQL database will determine whether a transaction log is maintained to allow the database to be restored to an exact time and date.


In addition to backing up the SQL backup files, any centrally located documents linked to Troika should also be included in your routine backup documents. These include:


  • Accounts and Financial Statements at \\SERVERNAME\TWWDATA\Accounts, T:\Accounts
  • Statutory forms and returns at \\SERVERNAME\Forms, T:\Forms
  • Other documents linked to Troika (scanned PDF files etc.)


Please discuss with support if you have any queries about the items which should be included in your backup procedures.


SQL Express


As mentioned above, within Microsoft SQL Express edition, it isn't possible to schedule maintenance or a backup of the SQL data, that can be run automatically.


To allow Troika users to schedule a backup of their SQL database and perform other housekeeping tasks, the Troika SQL Utility can be installed to perform these.


Please review the following article for further details on this utility, and to download it:

Troika SQL Utility - Scheduling SQL Express Backups/Housekeeping


Other Maintenance Considerations

A rebuilding of the database indexes at suitable intervals is recommended to ensure the database is fully optimised. Suitable SQL scripts can be downloaded here.


Microsoft SQL Server allows a maintenance plan to be used in order to check the integrity of the data, manage the transaction logs and produce reports if any problems are encountered.  If the SQL Server has more than one application database installed, you must manage the security aspects of your SQL Server, including user accounts and their database mapping access.


Troika and WealthWorks+ require a specific SQL user account to be created (TROIKA_USER) which utilises a SQL role that has specific permissions to the SQL databases.