Client Query - How to Backup my System?
Problem/Question
How do I get a backup of my system?
Solution
There are two options; you can run the Ad-Hoc reports as and when you require, or you can have your backup emailed automatically to you via email triggers using the steps below:
- Ensure you have verified your email domain.
- Go to [System Setup | Document & Email Settings | Email Settings].
- Check Verified appears in the Registered Domain, if so proceed to step 2.
- If Not Verified is displayed or there is a blue Add Domain button, you will need to verify your domain by following the steps here, How to Add a New Email Domain.
- Once your domain is added and verified click Save Screen.
- Go to [System Setup | Email Triggers].
- Click on the + sign at the top left of the screen.
- Give the rule a name.
- Ensure the Document Type is blank.
- The Execution Period is how often the backup will be sent. The default setting is to send the email once each day.
- The Last Executed Date and Time will default to the date and time you are creating the trigger rule, however this can be adjusted as required.
- The Next Executed Date and Time is when the email will be sent next calculated from the Execution Period and the Last Execution Date and Time.
- Internal Email Address is the address you wish the backup email to be sent to.
- Set the Disabled toggle to off.
- Set the Apply When No Data is Returned option to on to ensure you receive a backup even if there have been no changes.
- Click +New in the lower grid.
- Select the Ad-Hoc reports you wish to have emailed to you from the drop-down menu displayed. The 'System' adhoc reports are the standard backup reports, however you can select any report shown.
- Please Note that any report which requires user intervention such as entering a date range will not be sent.
- Click OK.
- Click on Save Email Trigger.
- You can now see when the email will next be sent by checking the next executed date and time