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This article applies to:

  • Product: Planner CS

Back up plan data into FileCabinet CS automatically

If you are licensed for FileCabinet CS, Planner CS can automatically back up your plan data into FileCabinet CS. The backups occur when you close a plan. By default, a maximum of three backups per client are stored in FileCabinet CS, with a maximum of one backup retained in FileCabinet CS per day. To enable this feature or change the default settings, complete the following steps.
  1. Choose
    Tools
    , then
    FileCabinet CS
     Options.
  2. In the
    FileCabinet CS Options
     window, mark the
    Automatically backup plan data to FileCabinet CS
     checkbox.
  3. Make any other changes using the fields in this window.
    note
    If the
    Prompt for a user-entered comment for each backup
     checkbox is marked, the
    Archive Client
     window opens each time you close a plan. Use the
    Archive Client
     window to elect whether or not to back up the plan to FileCabinet CS and to enter a comment or description to be stored with the plan.
  4. Select
    OK
     to close the
    FileCabinet CS Options
     window.
note
  • When plan data is automatically backed up to FileCabinet CS, a year-specific folder is created under the plan ID in the FileCabinet CS Folders Window. To specify which year (first plan year, last plan year, or current calendar year) is entered in the folder name for plans associated with a specific preparer, choose
    Tools
    , then
    Setup Preparers
     to open the
    Preparer Options
     window, select the
    Add
     or
    Edit
     button to an enter or modify a preparer's information, and select the type of year in
    FileCabinet CS folder year
     field.
  • When plan data is automatically backed up to FileCabinet CS, the data is backed up to the location selected in the
    Tools
    , then
    FileCabinet CS Data Path
     window. The list of available locations is based on data locations entered in FileCabinet CS. If the desired data location is not listed in that window, open FileCabinet CS and add the location via the
    Setup
    ,
    System Configuration
    , then the
    Data Locations
     tab.