Archiving your data - Weekly Export Service

Given that your data is your must important asset -- you should plan on keeping archival copies of all your data on your computer or a local server.

This way -- if you accidentally cause irreparable harm to your data - you'll have a backup of all your data which you can import back into the system!

Archiving is available through an automated Weekly Export Service (WES)

Archiving is available through an automated Weekly Export Service (WES)

System Administrators can set-up and be notified of automated back-ups performed on the system.

To set-up the WES, click Setup/ Administration Setup/ Data Management/ Data Export

Then select "Schedule Export"

Setting the Export Specifications

Setting the Export Specifications

1) Check the box for “Include in export” this includes documents and attachments in your system.

2) Uncheck the box for replacing carriage returns with spaces (optional)

3) Set the frequency that you wish the export to take place

4) Select the items you wish to have in the export. It is recommended that you select “Include all data.”

5) Click “save”

Retrieving Export

Retrieving Export

After the export is completed, you'll be notified by e-mail. The e-mail will contain a link to the export, and the export will also be available at Setup/ Administration Setup/ Data Management/ Data Export for 48 hrs.

We recommend backing up your data on a regular schedule once a week. However you can choose to backup more or less often!

How many snapshot 'backups' of your data you should keep is up to you. But you definitely want to have more than one -- just in case!

0 Comments

Add your comment

E-Mail me when someone replies to this comment