ProSystems fx Document & Practice Mgmt Backup
So, now that you have all these great ProSystems applications installed you pretty much finished right? Well not exactly. One of the things you want to ensure is that you have a solid backup plan in place. However, it is something that is often overlooked after the initial implementation. The video below will walk you through creating the recommend backup plan for Document and Practice Management.
The Database Maintenance Plan
One thing not shown here is that you should have a SQL Backup Agent installed as well…
SQL Maintenance Plan (full html version)
Document Considerations:
In the case of Document it is imperative that you schedule your SQL backup plan prior to the storage backup. Folders that need to be backed up for Document:
Your consultant should have set these up for you during you implementation.
Now you can sleep nice and easy knowing that you data is backed up!