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:

  1. \\StorageServer\Managed
  2. \\StorageServer\Extended

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!

How To: V2V Conversion




In this video I demonstrate how you can convert Virtual Machines formats form say VMware to HyperV or Vice Versa. If you have Virtual Machine Manager Edwin Yuen has a how to video which can be found here:

VMM Introduction 4: Virtual Machine to Virtual Machine Migration. Its a great video so make sure to check it out.

Here are the links in the video for those of you who want to follow along:

Thanks for watching!