Schedule a backup of your data
Use the Scheduled Backup window to schedule a backup of your firm’s database.
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At the time of the scheduled backup, the program doesn’t need to be running, and staff don’t have to be logged out of the program for the backup to run.
- From theSetupmenu, selectSystem Configuration>Scheduled Backup.noteTo schedule a backup with this procedure, you must have security permission to back up the firm database and to theSetup>System Configurationmenu command. If you don’t have access to this menu command, selectFile>Backup, and select theSchedule a recurring backup linkin theBackup Firmwindow.
- In the Scheduled Backup window, select theSchedule backups to occurcheckbox.
- Select a frequency from the dropdown list. You can selectDaily, or select a specific day of the week.
- Select the Up/Down arrow buttons to select a time of day for the backup.
- Enter a path for the backup file location, or select the More button to find the location. This backup path must be a valid backup path on the SQL server.
- In theUser nameandPasswordfields, enter a Windows account user name and password that have rights on the SQL server to create Windows-Scheduled Tasks.
- Select OK to save your scheduled backup information.
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- The program will keep up to 11 scheduled backup files. The most recent backup file is calledBackup.BDF. The next oldest will be namedBackupArchive001.BDF, thenBackupArchive002.BDF, and so on, throughBackupArchive010.BDF. The oldest of the 11 backup files is deleted 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 they are scheduled to be backed up at the same time with the same destination, only one database will be backed up successfully.
