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What gets backed up?

Copper Super Contributor
Posts: 478
Country: Australia

What gets backed up?

Does the Layout files get backed up in with the personal files or database backup option??

 

Thanks

 

Jason

 


Jason Dawson Financial Planning
Brisbane | Australia - JDFP Home Page

Act Ver - Act! Premium Version 17.1.169.0, Hot Fix 3
OS - Windows 7 (stand alone machine)
MS Office - Enterprise 2007
Phone - Samsung Galaxy s6
rg
New Member
Posts: 5
Country: USA

Re: What gets backed up?

http://kb.swiftpage.com/app/answers/detail/a_id/19211

Back up database option backs up layouts too.



Moderator
Posts: 722
Country: USA

Re: What gets backed up?

The database backup procedure (found at File > Backup > Database...) backs up the database and the database files folder (and its contents, such as Layouts, Report Templates, Mail Merge Templates, Attachments)

 

The Personal Files backup procedure (Found at File > Backup > Personal Files...) only backs up the following:

 

  • Documents you have saved to C:\Users\[Windows Username]\Documents\ACT\ACT Data\Documents
  • Internet links you have set up via View > Act! Links > Manage Links...
  • Spell check Dictionaries  you have been using with the Act! Word Processor (Does not apply to use of Microsoft Office)
  • Menus and Toolbars (Really only necessary if you've customized them)

 

For backing up Personal Files, you can find instructions here: http://kb.swiftpage.com/app/answers/detail/a_id/19251

Elise O'Pry
Swiftpage
Visit our knowledgebase at http://kb.act.com
Copper Super Contributor
Posts: 478
Country: Australia

Re: What gets backed up?

Thanks for that both of you, the main thing i was worried about was the customised layouts

Jason Dawson Financial Planning
Brisbane | Australia - JDFP Home Page

Act Ver - Act! Premium Version 17.1.169.0, Hot Fix 3
OS - Windows 7 (stand alone machine)
MS Office - Enterprise 2007
Phone - Samsung Galaxy s6
Bronze Super Contributor
Posts: 1,569
Country: United_Kingdom

Re: What gets backed up?

Jason,

 

The customised layouts will also be backed up because they're in the Layouts folder.

 

NOTE:  Don't forget to test your backups (before you really need them!).

 

Do a 'Restore As' to a new database is the easiest way to test this.

 

HTH


David Shaw
Act! Certified Consultant since 2001
Office:    +44 (0)1483 714507
Mobile: +44 (0)7977 567 318
E-Mail:    dshaw@act4u.org