Manage Backups

This provides information on how to schedule and manage backups. Scheduled backups are recommended to avoid the risk of losing all Chronicall data due to a server crash or other event.

To avoid the risk of losing all Chronicall data due to a server crash or other event, it is recommended to set up a scheduled backup.

Note: Although it is possible to run a backup during business hours, it is recommended to perform backups after hours or during lower traffic times.

To schedule a backup:

Under the Admin (System) section on the Chronicall main menu, select "Manage Backups."

Select "Schedule Backups."

A window will appear.

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Schedule Backups: Select how frequently the backup should run:

  • Hourly: Select to backup to run every 1, 2, 3, etc. hours
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  • Daily: Select the backup to run every 1, 2, 3, etc. days
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  • Weekly: Select the backup to run every week, every other week, etc. Additionally, select the desired day of the week to run.
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  • Monthly: Select the backup to run every month. Select to have it done by day of the month, or by the day of a specific week (e.g., The Second Tuesday of the month.)
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Once the time frame for the backup is set, the destination of the backup can now be established. By default the backup will be stored on the "C:" drive but can be stored on any network drive.

Note: A shared network path is highly recommended. If the Chronicall Server fails, you will likely lose any local backups on the server.

Select "Edit..."

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You will have two options:

  • Backup to Shared Drive (recommended)
  • Backup to Remote Path

Backup to Shared Drive:

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  • Enter the Network Drive Path
  • Enter the Domain
  • Enter the Shared Drive Username
  • Enter the Shared Drive Password
  • Hit either "Validate" or "Validate and Close"

Backup to Remote Path: If you'd like to save the back up to a local network drive:

  • Enter the full backup path on server
  • Hit either "Validate" or "Validate and Close"
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Once you've selected the backup location, you may now also select the TOTAL SIZE of the previous backups. You can do this by either Megabytes or by Files.

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Once all required information is entered, select "Save Configuration."

Upon saving the backup, you should receive a message indicating the success of the created backup.

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