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Database back-up process

Administrator
Posts: 4,041
Country: United_Kingdom

Re: Database back-up process

Yes they would be.

You can also separately backup the personal files which include personal preferences amongst other things. See this KB for more info: http://kb.act.com/app/answers/detail/a_id/19251
Moderator
Posts: 451
Country: United_Kingdom

Re: Database back-up process

[ Edited ]

The method Gary W mention via "File > Backup > Database" would be best and easiest. this will include all Layouts/Templates and if you would like all attachments.

Tuned Listener
Posts: 60
Country: USA

Re: Database back-up process

Thank you both for your help
Tuned Listener
Posts: 60
Country: USA

Re: Database back-up process

For a backup, there is a choice between Database and Personal files. What is the difference?
Administrator
Posts: 4,041
Country: United_Kingdom

Re: Database back-up process

Hi mbenwitt,

 

The database is your full contact database containing all the recorded information, and is the main bulk of your data.

 

Personal Files folders are automatically created during installation of ACT!. These folders store data that is not associated with a specific contact record. The Personal Files can also include copies of the database supplemental files: for example, if you are writing a letter or report template that you do not want to store in your database or share with other users, you can store it with your personal supplemental files.

Personal Files include:

  • Documents you have saved
  • Internet links
  • Spell check Dictionaries
  • Menus and Toolbars
Silver Contributor
Posts: 1,800
Country: United_Kingdom

Re: Database back-up process

Think this has been fully answered by Gary but just in case -

 

So the Database option is the correct one to backup your database.

 

Just a note about trying to copy ADF files etc is that they will not copy in the normal way as they are kept open by SQL so the ACT Backup via scheduler is the correct way to go.