Backup/Restore/Migrate

How do I back up/restore my data?

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 i…

John Logue
Updated 4 months ago by John Logue

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

Back up to CD or DVD. Backing up directly to CD or DVD is not supported. The data must be backed up to a folder on the hard drive, then copied onto the CD. If you have several programs to back up, yo…

John Logue
Updated 5 months ago by John Logue

How do I configure automatic backup?

You can use either of the two procedures below to configure CFS programs to automatically back up to a local or network drive. You can configure the program to back up to a network drive, even if you…

John Logue
Updated 5 months ago by John Logue

How do I find missing backup data?

You may suspect that a backup of a database exists, but you don’t know where. For example, the tech installing your new computer has made the data from the old computer available somewhere on the new…

John Logue
Updated 5 months ago by John Logue

How do I move CFS programs and data to a new computer?

If you used the defaults when installing: The default location for CFS programs and data is a folder at the root of the hard drive (generally, the C: drive) called CFSLIB. If you allowed your CFS pro…

John Logue
Updated 5 months ago by John Logue

How do I move CFS programs and data to a new server?

The default location for CFS programs and data is a folder called CFSLIB. You should find it within a shared folder on the old server, and each workstation should have a drive mapped to that shared f…

John Logue
Updated 6 months ago by John Logue

How do I send client data to a colleague via email?

A client's data can be compressed into a ZIP file and sent to a colleague using the steps described below. Both sender and recipient should be using the latest version of the CFS program. Steps for s…

John Logue
Updated 6 months ago by John Logue

Why does Financial Planning Tools indicate restore database is being shared?

For Financial Planning Tools, database restore from a CD or other Read-only device is not possible. It results in a message box "Database in Use" with text indicating the database is in use by anothe…

John Logue
Updated 6 months ago by John Logue

Why is the program not automatically backing up?

Automatic backup is controlled by two parameters: 1) Configuration Options and 2) Backup Folder. Configuration Options. First, the check box in the bottom left corner of the Configuration screen must…

John Logue
Updated 5 months ago by John Logue

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