Manually back up the firm database

You can back up the firm database when your staff ID has the necessary security rights. The backup from each application includes data for all clients in the application database. In most cases, you don't need to back up data for individual clients.
note
If you are licensed to use the application in the Virtual Office CS or the Software as a Service (SaaS) environment, your firm data is backed up automatically on the servers that host your data.
  1. Select
    File
    , then
    Backup
    .
  2. In the
    Backup file
    field, the path and file name are set to the default SQL data location on the server.
    note
    If you change the backup file location to a local drive (in the
    Setup > File Locations
    window), you may receive the following error message because you don't have the necessary permissions to write data to that computer.
    Error:
    No drives available on the database server... It is possible that the backup file or directory on the server cannot be accessed by this application. Verify that you have the necessary security privileges and that the backup file or directory exists.
  3. Select
    OK
    to create the backup.
  4. When prompted that the backup is completed, select
    OK
    .
  5. Copy the backup file from the location specified in the
    Backup
    window. You can specify the location to store the backup files, such as an external storage device or another computer.
important
Many third-party backup tools, such as Carbonite or Barracuda, can't back up SQL Server databases while the Microsoft SQL Server service is running. Because SQL Server is always running, these tools are unable to create reliable backups of your client data. When you manually back up a firm database, the resulting backup files are in a format that can be backed up by those third-party tools.

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