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Firm management

Schedule a backup of your data

Use the Scheduled Backup window to schedule a backup of your firm’s database.
note
At the time of the scheduled backup, Practice CS doesn't need to be running, and staff don't need to sign out of Practice CS for the backup to run.
  1. Select
    Setup
    ,
    System Configuration
    , and then
    Scheduled Backup
    .
    note
    To schedule a backup with this procedure, you'll need to have security permission to back up the firm database and to the
    Setup
    , then
    System Configuration
     menu command. If you don't have access to this menu command, select
    File
    , then
    Backup
    , then select
    Schedule a recurring backup link
     in the Backup Firm window.
  2. In the Scheduled Backup window, mark the
    Schedule backups to occur
     checkbox.
  3. Select a frequency from the dropdown list. You can select
    Daily
    , or select a specific day of the week.
  4. Select the
    Up/Down arrow
     buttons to select a time of day for the backup.
  5. Enter a path for the backup file location, or select More button to go to the location. This backup path must be a valid backup path on the SQL server.
  6. In the
    User name
     and
    Password
     fields, enter a Windows account user name and password that has rights on the SQL server to created Windows Scheduled Tasks.
  7. Select
    OK
     to save your scheduled backup information.
    note
    • Practice CS will keep up to 11 scheduled backup files. The most recent backup file is called Backup.BDF. The next oldest will be named BackupArchive001.BDF, then BackupArchive002.BDF, and so on, through BackupArchive010.BDF. Practice CS deletes the oldest of the 11 backup files whenever the newest one is created.
    • If your firm has multiple databases, you shouldn't specify the same backup file destination for both scheduled backups. Doing so will limit the number of archived backups of each database retained, if they are scheduled for different times. If you schedule to be backed up at the same time with the same destination, only 1 database will back up successfully.

This article applies to:

  • PRODUCT: Practice CS