CRD's Failover module has the ability to shift the processing load from a failing server to a backup server. This guarantees that your schedules will execute even if the primary server is non-functioning.




Prior to setting a CRD server as the failover server, the following requirements must be met:

    • Your primary server must have its Scheduler active.
    • The primary CRD server must have its database stored on an ODBC compliant database.
    • The intended backup installation (Failover box) must be connected to the ODBC compliant database.


Note: The Backup Machine (Failover box) cannot be used as a Collaborator. (See Collaboration).

Setting up Failover

To set a machine as the Failover server, perform the following:

1. Navigate to the Options menu on the backup server (Failover box).

2. Click on the Scheduler tab.

3. Just below the NT Service Logon Credentials section, check the box next to Use as backup scheduler server (Failover).



4. Click Apply Setting.

5. Click OK in the bottom right of the Options window.

This machine will now become the backup server for the primary server. If the primary machine fails, the secondary machine will resume the scheduling automatically.

Note: When using Failover, it is good practice to direct your system paths to a location separate from that of the Primary. This avoids situations where the backup machine will be unable to recover cached reports, temp data, etc. if a failure occurs.