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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

  1. If backing up to portable media such as a thumb drive, insert it now. Otherwise, go to the next step.
  2. Click 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.
  3. In the Backup Data dialog, select a drive. If backing up to a thumb drive, select the drive letter corresponding to that device.
  4. Select a folder to back up to. 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, click Create Folder to create a new, empty folder.
    1. If the path under Backup To is valid, the pathname will be BLUE.
    2. If the pathname is RED and the Next button is disabled, the designated folder contains at least one file that does not belong there. Choose a different location.
  5. Click Next.
  6. Select one or more clients you wish to back up, or click Select All to back up all clients:
  7. Click Finish.
  8. 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 can be enabled by checking a box on the Configuration Options screen. See How do I configure automatic backup?)

Restoring backed-up data

  1. Click Restore Data (or Restore Selected Clients) from the Utilities menu. The Restore Data dialog will display the location of your backup in the Restore From field.
  2. Click Next, then select the clients you wish to restore, or click Select All to restore all clients:
  3. Check boxes for other options, then click Finish to restore.

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

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