Backing Up

It is essential to backup your files periodically to safeguard your business from unforeseen disaster, personnel sabotage or from yourself. There are easy but different ways to backup your files from the Cloud, Shared or Solo. It is your data so it is your responsibility to choose the correct method and begin your backups. Please contact HMS should you have any questions.

Cloud

Backup

Backup is a great way to make a copy of all your latest Projects from the Cloud periodically. Since the Cloud is already a form of backup and keeps multiple versions of your Projects there is less need for backing up. This backup facility is to help you protect your own documents and give yourself peace of mind.
  • Choose Backup… from the File menu (command-shift-B on Macintosh or control-shift-B on Windows or Linux)
  • Click the Choose button to set the folder location where the Backups will download to.
  • Click the ‘Start at’ time to indicate what time of day the backup is to begin.
  • Click the Start button to begin the counter to the next backup.

Options
You can begin an immediate backup by clicking the Now button.
While it is possible to perform a full backup nightly, this may cause a huge amount of traffic for only minor changes, slow your network, fill your backup drive and take a lot of time. Instead you may want to perform a Backup weekly then nightly perform an Export with only those Projects with a Modified date later than your last weekly backup or nightly export.
If you are licensed for use of CRMHaven, running this backup will also make a tab-delimited export file of all your Clients.
The Backups are created in a sub-folder listing the date and time in alphabetical order. If you create multiple backups into the same folder they will automatically sort from youngest to oldest.
Should there be a problem downloading, an error and transfer log is included in the Backup folder. It is worth opening this file periodically in a word-processor to ensure there are no errors in downloading certain files. If there are errors, then contact HMS and we will try to resolve them.
Unlike Solo and Shared, the Cloud doesn’t have a way for users to backup their SQL metadata, only their Projects and Clients. Should you want a copy of this data then please contact HMS and this can be performed as a chargeable service.

Shared

Backing up your MySQL database
There are at least five possible ways to backup your Shared database. Don't forget for extra projection to copy the MySQL backup file to another computer, a CD/DVD or an iPod in case of hard drive failure.

Backing up via Time Machine (Macintosh only)
  • Attach an external USB or FireWire hard drive to the MySQL server
  • When MacOS X asks you if you would like to have this drive act as a Time Machine drive choose OK.

Options
Time Machine will replicate your files hourly. You can use a utility like ‘Time Machine Editor’ to change the replication interval.

Backing up via MySQL Administrator
  • On the MySQL server launch MySQL Administrator
  • Log in as username 'root' and password blank
  • Click the Backup icon in the Task bar
  • Click the '+' in the lower left of the window to create a new backup project
  • Highlight the 'dochaven' database
  • Click the 'Start Backup' button
Options:
Set a backup to run automatically

Backing up via Cocoa MySQL (Macintosh only)
  • In the Finder launch Cocoa MySQL.
  • Connect to the MySQL server. Choose the ‘dochaven’ database.
  • Choose ‘CocoaMySQL Dump…’ from the Export pop-out menu under the File menu.
  • Click ‘Save’.

Backing up via MySQL Backup (Macintosh only)
  • In the Finder launch MySQL Backup.
  • Type the ‘Hostname’, ‘MySQL User’, ‘Password’ and database values. Click ‘Backup’. Type in a suitable filename for your backup and click OK.

Backing up via Terminal (Macintosh and Linux only)
  • Launch the Terminal application.
  • Type (or paste) at command line each of the following lines:
cd /usr/local/mysql
sudo chown -R mysql data/
Password: ********
sudo echo
sudo ./bin/mysqld_safe &
/usr/local/mysql/bin/mysql
mysqldump -u root -p --all-databases > mysql-dump.sql

Solo

In the location where the application is located highlight the file called ‘DocHaven.rsd’.
Copy this file to another drive.