Backup - CAS

Overview

User clicks backup and the entire database backup is taken. This is based on the backup settings in the configuration menu.

Location: The user has the option of automatically creating a backup to a remote or local site by selecting the required option (local, Ftp, Sftp or DropBox) 

  Details

Field information when using FTP or Sftp

Folder path: The desired location path has to be entered. For local, a directory must be setup.

IP: The IP address of the remote machine.

Username: Username of remote machine.

Password: Password of remote machine.

Frequency: User selects how often the backup will take place.

BackUp Type: with selective checked it will only backup transaction data  and other selective data       

Field information when using Dropdox.

Frequency: User selects how often the backup will take place.

BackUp Type: with selective checked it will only backup transaction data  and other selective data    

Access

Access to this function at an enterprise level is limited by default to the System Administrator and Financial users only.