Creating a Backup

[Kraig]

You can find a pdf HERE that will go over creating an automatic backup as well as a manual backup.

We recommend you check your automatic backups often just to make sure everything is still running as it should.

We also HIGHLY recommend using an online backup service, such as Carbonite (goo.gl/dG0N7U) or DataHealth. If you choose Carbonite, the Core version will work for all versions of Windows (7, 8, 10, Home or Professional) EXCEPT Windows Server, in which case you would need the Power version. 

For best practices, please see the following document: crystalpm.com/training/BACKING%20UP%20YOUR%20CRYSTAL%20PM%20DATABASE.pdf

And last but not least, if you have ANY questions please call support! This is YOUR business we're talking about, and it's YOUR responsibility to make sure that it is secure, but WE ARE MORE THAN HAPPY TO HELP IN ANY WAY WE CAN!

[charliedesmond]

Hi Kraig,

In the case of those on the cloud - what is the recommended procedure for backing up manually? Do you recommend cloud offices store their own backups still or is that a poignant cloud benefit? - Just trying to clear up some questions I hear a lot from offices.

[focusopsd]

Could you please make a video demonstrating the whole process of backing up & restore, sir?

[Kraig]

Jul 12, 2017 9:12:29 GMT -6 focusopsd said:

Could you please make a video demonstrating the whole process of backing up & restore, sir?

Sure thing! You can find the video here: screencast.com/t/Mequ35IJ

[Phuong Le]

Hi Kraig,
Thank you for the above video. Can you please make a short video on how to set up automatic daily back up of Crystal data.

[drmarkod]

When backing up to an online service, I'm assuming that the directly that needs to be selected is, "Program Files (x86)\MySQL\data\easyopti", but when this is done locally, the SQL engine is stopped before the backup proceeds. How does this work for an online backup?

We are using Crashplan, which we have been happy with, but I'm taking a little more time lately making sure both of our backups are up to date.

Thanks,

Mark

[paremyd]

I just want to bump this thread for the last 2 questions to see if anyone has an answer that they want to share.

TIA