4.  Backup Tab

This topic will help you configure the "Backup" tab for your timeslot.  On this tab you will have a few different options for backing up your database.  You must select which radio button you would like for the backup type to do.

 

No Backup:  This option excludes backup as being part of your timeslot.

 

Full Backup:  This option performs a full backup of the database including all supplemental files using ACT!'s built in backup system.  With this type of backup, you do NOT need to log your users out or have ACT! closed.  The "Include Extra Files" section is disabled with this option.

 

Selective Backup:  This option backs up your database, however you have the flexibility to NOT include certain supplemental files. IMPORTANT! When using this option, you must have all of your users logged out and ACT! must be closed.  It is highly recommended to use this type of backup when you do not need to have users in the database.

 

After you have decided which backup type you will use, you will then need to browse your machine to find where you will save your backups to.  In the example below, the backups will be saved to "C:\Documents and Settings\Administrator\Desktop\Backup".

 

Here is an example of the Backup tab filled out

aa2010_backup_tab

 

For FTP Backup you will first need to set the type of backup to perform as seen above, then check the option for "FTP Backup" and fill out the server information also shown above.  The standard FTP port is 21.  Change the port only when necessary.  The default timeout for connection to the FTP server is 60 seconds.  Increase this value for extremely slow servers.

 

Deleting Backups:

To delete backup files on your local drive or network, select the "Delete Backups" option and specify the number of days.  To delete backup files from your FTP server, select the "Delete FTP Backup" option and specify the number of days.

 

IMPORTANT! Some FTP server connections may require the use of "Passive Mode".  If this is the case you can check that option above.  Typically if you are experiencing problems connecting to your FTP server, try checking that option.