How to Schedule a Backup

An article on backing up the Chronicall Database, to protect your business from potential data loss.

In Chronicall 3.10 and up, we are requiring that end users set up an automatic backup.  Chronicall will now prompt you to set this up at login.  This is to minimize data loss for our clients and only needs to be set up once.

NOTE:  Please note that currently there is no way to configure a time of day for the backups. Only what day of the week.  The backups run at midnight of the night the backup was scheduled.  

Cause

After updating to 3.10 and up it will prompt you at login to create a scheduled backup.  This configuration will also carry over to regular scheduled backups

Resolution

Log into Chronicall and schedule a backup.

Steps

1. Log into Chronicall.  You will be prompted to schedule a backup as shown below.  You can also get here by navigating to Admin (System) > Manage Backups > Schedule Backups
   
   
2. Select how often you would like the backups to reoccur, and the day of the week you would like the backup to run.  The backups run at midnight by default
   
   
   
   
   
3. Then select Edit for the Backup Path
       
   
   
   
4. Here you will want to input a shared network path or local backup path for the Chronicall server to store the backup.  A shared network path is highly recommended.  If the Chronicall server fails, you will likely lose any local backups on the server.  Have your Network Administrator create a shared network path, and enter the credentials for that network path in the top below that pass validation
   
   
   
   
5. If you still wish to do a local backup, and are aware of the inherent risks, you can input a local path on the Chronicall server.  Do note that if you lose that hard drive, you will lose your backups as well
   
   
   
   
   
6. Select Validate, to verify the Chronicall server can see the input file path.  If the file path validates, you can select Validate and Close
   
   
   
   
7. Now the scheduled backup has been set.  You can also limit the total size or number of backups on this screen at the bottom
   
   
   
   
8. Select Save Configuration.  You now have a scheduled backup in place to protect your data