How to Backup your data in CMS

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How to Backup your data in CMS

"I forgot."

"It takes too much time."

"I thought someone else was backing up."

Just talk to someone whose computer crashed, or whose laptop computer "grew legs" and walked out the front door, or whose network tape backup really wasn't working after all, or whose church office burned to the ground... and you'll understand why making a backup is a must!

Think of how long it would take to re-enter all of the data you have in your CMS System... all of the names and addresses of your members, all of their contribution and pledge information, all of their attendance records for the last several years! 

Or worse yet, attempting to reconstruct the bills you've paid, the deposits you've entered, the checks you've cut... and re-doing all of those bank reconciliations!

How much work do you mind re-doing if the worst happened?

Now think of how little time it truly takes to make a backup of your data.  It's really not that bad!  

And CMS gives you so many choices when backing up your data!  You can backup to:

  • 3 1/2 floppy diskette
  • Zip Drive
  • Flash/Thumb drive
  • External Hard Drive
  • CD-R/CD-RW
  • Online Backup

From CMS People Products or CMS Fund Accounting, click File | Backup.

You can make a simple backup.  Just insert a diskette, USB Flash Drive, Zip Drive, etc. and make a backup to the root of drive. If you do not have Windows XP, you can backup to a formatted CD-R/CD-RW.

NOTE:  If you want to backup to a CD-R/CD-RW drive and have Windows XP, use the CD backup option below. 

The backup name for CMS People Products is CMS4WIN.ZIP, and the backup name for CMS Fund Accounting is FIN4WIN.ZIP.

You can make a custom backup.  This will allow you a bit more control over the location and file name of your backup.

The Online Backup (previously labeled FTP Backup) allows you to transmit your data over the internet (using 512 bit encryption) to CMS Servers that will house your backups.

CMS will store the date, time, file size and data version of your backup file names.  We recommend that you alternate your backups each week. 

Finally, you can make a backup to a CD-R/CD-RW drive using Windows XP ability to write to a non-formatted CD.

You can set up a Backup Reminder to remind you to make a backup of your data periodically.  Check the box at Remind me to backup every XX days and select the number of day's you'd like to be reminded.  Click the Save Reminder Settings button.


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Last Modified:Thursday, May 07, 2009
Last Modified By: Mary Breault
Type: How To
Level: Beginner
Rated 5 stars based on 1 vote.
Article has been viewed 8,793 times.