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Disk space

Minimize disk space used by Fixed Assets CS

Follow these steps to reduce the disk space used by Fixed Assets CS.

Adjust your scanner settings

To reduce the amount of space used to store scanned documents, set your scanner software to scan documents in black and white (instead of in grayscale or in color).

Limit the number of years of depreciation data retained

Limit the number of years depreciation data is retained to reduce the amount of disk space used by Fixed Assets CS.
note
This procedure affects UltraTax CS returns for years beyond those retained.
  1. In Fixed Assets CS, select
    Setup
    , then
    System Configuration
    .
    note
    Depending on your security configuration, you may need to enter a password to open this window.
  2. Select the
    Options
     tab.
  3. Enter a number from 2 to 10 to specify the maximum number of years data to retain for all clients. This range includes the client's current-year and prior-year data files.
  4. Select
    OK
    .
When you close the client data to the next year, Fixed Assets CS will delete data older than the number of years entered in this field (minus 1 for the current-year’s data files).

Archive client data

You can back up old or unused client data to a low-cost storage drive and delete the data from the production server.
note
  • The archive drive is for backups only. Storage of live data isn't permitted.
  • If your firm is paying for extra production storage space, you might be able to save money by moving older data to the archive storage drive. For pricing details, sign in to NetStaff CS, select
    Help
     in the Home Dashboard, then
    Pricing information
    .
Follow these steps to change the backup/restore location.
  1. In Fixed Assets CS, select
    File
    , then
    Backup
    .
  2. Select
    Modify Backup Location
     and enter
    W:\DSW_ARCHIVE
    .
  3. Select
    OK
    .
  4. Select the client data you want to back up, then
    Backup
    .
Once you've backed up the data, select
File
, then
Delete
 to remove it.
note
Don't use the archive location to store live production data. You can store archived data in the archive drive at a lower cost. The archive drive doesn't perform at the same level as the production file servers.

Restore archived data

Follow these steps to restore data backed up to the archive storage drive.
  1. In Fixed Assets CS, select
    File
    , then
    Restore
    .
  2. Make sure the restore path is
    W:\DSW_ARCHIVE
    .
  3. Select the client data you want to restore, then
    Restore
    .

This article applies to:

  • PRODUCT: Virtual Office CS
  • Subject: Export

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