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Backup dialog

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Use the
Backup
 window to back up (archive) data for the active client or for multiple clients, or to back up custom methods, custom reports, system settings (asset labels, data locations, import maps, and status system events), and application updates.
To open this window, select
File
, then
Backup
. The active client (if any) is automatically listed in the
Selected
 pane.

Fields & buttons

Clients, Custom Methods, Custom Reports, or System Settings
Select the item you want to archive.
  • Select
    Clients
     to back up client data.
  • Select
    Custom Methods
     to back up custom methods. If you select
    Custom Methods
    , all fields in the
    Focus client listing
     group box are not available.
  • Select
    Custom Reports
     to back up custom reports. If you select
    Custom Reports
    , all fields in the
    Focus client listing
     group box are not available.
  • Select
    System Settings
     to back up custom asset labels, data locations, import maps, or status system events. If you select
    System Settings
    , all fields in the
    Focus client listing
     group box are not available.
Available pane
All items that meet the focus criteria are listed here. Note that any items already listed in the
Selected
 pane are not listed here.
To sort this list, select the Client ID, Name, or Entity column heading on this pane. Double-click an item to select it for archiving, or choose
Select All
 to select all of the items listed in the
Available
 pane.
Selected pane
Lists the items you have selected for archiving.
note
  • To remove an item from this list, select the item and select
    Remove
    . The item returns to the
    Available
     pane.
  • To sort the client list by client ID, name, or entity type, select the words Client ID, Name, or Entity in the title bar of the list pane.
Focus client listing group box
1040 / 1120 / 1065 / 1041 / Other
If you want, you can limit the clients that are available for selection in this window. Clear the checkbox for each type of client that you don't want to include in the list.
Exclude clients unchanged since their backup
This checkbox is marked by default so that only clients whose data has been accessed (and potentially updated) since their last backup are listed here. You may clear this checkbox.
Restore user/default focus options button
Select this button to switch between the most recent custom focus selection and the default selection for the current window.
Event
This field displays the client status event used to focus the client list and the sorting criteria for the event. To change the client status event or sorting criteria, select
Modify
.
Modify button
Select this button to open the
Modify Event Focus
 window to change the client status event or sorting criteria in
Event
.
Backup data group box
Backup location
Displays the drive and folder where the data will be archived. To change the archive location, select
Modify Backup Location
.
Modify Backup Location button
Select this button if you want to change the archive drive and/or path.
"Check out" selected clients
Mark this checkbox to check out the selected clients' data. By checking out a client's data, you can avoid problems that result from multiple people accessing the same client data simultaneously.
For example, you might mark this checkbox when you take a client's data home or to another office location. If anyone attempts to open the client while you have the data checked out, Fixed Assets CS displays a window stating that the data is currently checked out.
note
  • Use the
    Restore
     window to check client data back in to Fixed Assets CS.
  • This checkbox is available in the
    Backup
    ,
    Send to File
    , and
    Send to Email Recipient
     windows.

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