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How do I back up/restore my data?

John Logue Updated by John Logue

Backup Locations

You can back up your CFS data to a diskette, flash drive, zip drive, second hard drive, external hard drive, or mapped network drive. An advantage to backing up to a network drive is that the data on your server, including your CFS data, may be periodically backed up to tape, DVD or another backup device.

You can back up your data to a mapped network drive, even if you have a single-user license.

Backing Up

Select Backup Data (or Backup Selected Clients) from the Utilities menu. The Backup Data utility will back up your primary data (the database folder), as well as auxiliary and control information, such as preparer database and custom labels.

In the Backup dialog, select a drive and directory. You can only back up to either an empty folder or a folder containing nothing but a previous backup. If this is the first backup being made to a specific device, use the Create Folder button to create a new, empty folder.

If the path in the Backup To: field is valid, the pathname will be BLUE:

If the pathname is RED and the Next button is disabled (grayed out), the designated folder contains at least one file that does not belong there.

Click the Next button, then select clients you wish to back up, or click Select All to back up all clients:

Click Finish, then click Yes to confirm the backup. Once the backup is successfully completed, you will be asked if you want to set this directory as the location for Automatic Backup. (Automatic Backup is enabled by checking a box on the Configuration Options screen. For more information, see How do I configure automatic backup?)

Restoring

To restore backed-up data, select Restore Data (or Restore Selected Clients) from the Utilities menu. The Restore utility will display the location of your backup in the Restore From: field:

Click Next, then select the clients you wish to restore, or click Select All to restore all clients:

Check boxes for other options, then click Finish to restore.

Backing Up to and Restoring from CD

You cannot back up directly to a CD. You must first back up to a folder on your hard drive, then use CD writing software to copy that backup folder to the CD.

You cannot restore directly from a CD. You must first copy the backup folder from the CD to a folder on the hard drive. Then right click on that folder on the hard drive and left click on properties to remove the "Read Only" property for the folder. You can then restore from the folder on the hard drive.

(For more information, see How do I backup to and restore from a CD or DVD?)

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How do I backup to and restore from a CD or DVD?

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