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This article applies to:

  • Product: DT Practice

Scheduling a backup of your data

Use the
Scheduled Backup
 dialog to schedule a backup of your firm’s database.
note
At the time of the scheduled backup, DT Practice does not need to be running, and staff do not have to be logged out of DT Practice for the backup to run.
  1. From the Setup menu, choose
    System Configuration
     >
    Scheduled Backup
    .
    note
    To schedule a backup with this procedure, you must have security permission to back up the firm database and to the Setup > System Configuration menu command. If you do not have access to this menu command, choose File > Backup, and select the
    Schedule a recurring backup
     link in the
    Backup Firm
     dialog.
  2. In the
    Scheduled Backup
     dialog, mark the
    Schedule backups to occur
     checkbox.
  3. Select a frequency from the drop-down list. You can select
    Daily
    , or select a specific day of the week.
  4. Use 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 the More button to navigate 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 have rights on the SQL server to created Windows Scheduled Tasks.
  7. Select
    OK
     to save your scheduled backup information.
note
  • DT Practice 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. The oldest of the 11 backup files is deleted whenever the newest one is created.
  • If your firm has multiple databases, you should not 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 they are scheduled to be backed up at the same time with the same destination, only one database will be backed up successfully.