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Database

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, 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.
  1. From the
    Setup
     menu, select
    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 don’t have access to this menu command, select
    File
     >
    Backup
    , and select the
    Schedule a recurring backup link
     in the
    Backup Firm
     window.
  2. In the Scheduled Backup window, select 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 the More button to find 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 create Windows-Scheduled Tasks.
  7. Select OK to save your scheduled backup information.
note
  • The program 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 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.

This article applies to:

  • PRODUCT: Practice CS