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What to backup

Loyal Listener
Posts: 40
Country: United States

What to backup

I will be a new user of Act2010.  I will be the only user, on a single computer, with lots of email and lots of attachments.  I am having trouble understanding what is and isn't backed up in a typical Act backup.

 

Is email backed up?  Or do I have to do something special

 

Are my attachments backed up? Or do I have to do something special.

 

Thanks!

 

 

Platinum Super Contributor
Posts: 5,275
Country: USA

Re: What to backup

When you run an Act! backup through File > Backup > Database, it will back up everything associated with that database which includes attachments, layouts, reports, templates, field data, etc.. 

 

If you integrate Act! with Outlook, there is no need to backup the Act! Email system because it is simply a view into the Outlook folders.  If you have set up email using the Internet Email option, you will need to backup your email database.

 

Here is an article explaining how to backup an Act! database: KB Article 19211 

Here is an article explaining how to backup an email database: KB Article 19212

Greg Martin
Sage
Loyal Listener
Posts: 40
Country: United States

Re: What to backup

Thank you.  I should have mentioned that I will be using Act's email system. 

 

So in reading the Knowledge Base article, it looks as though backing up email is a separate process from the regular backup process.  It's too bad that's not an option to check in Act's preferences; would leave less room for user error (forgetting!)