Having a backup for any program is essential for keeping your information safe and secure. This is no different in PlanSwift. Safeguarding your PlanSwift data is an essential task for all users. Making a backup of your data, and storing it in a secure location, protects you and your organization from unforeseen issues such as hardware failures, malware, or even user error.
There are two main ways to backup your work on PlanSwift. : One using data storage and the other using Data Stores and folders inside of PlanSwift and then copying jobs into the "backup" storage location, the other using Windows Explorer to copy the actual data files to a secure location.
Setting up a Backup as a Data Storage.
1.
Backing Up Within PlanSwift
You can create a "Backup" Data Store and then copy jobs into that store to backup your jobs.
Create Data Storage
First, create a new data storage.
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2. Once this is set up and you complete a job, you can copy the job to the new data storage. If you go to the Open button on the home page, there should be a Copy To button that will allow you to copy the job to the new data storage.
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| creating this Data Storage on a network drive or even in OneDrive, Dropbox, or Google Drive (or some other location that is not on the same hard drive as your working data store). You can even use an external hard drive or USB thumb drive to create the backup Storage location, just be sure it is always available/plugged in when you are running PlanSwift. |
For more information on creating a Network Data Store please review Data Storage.
Copy Jobs to Backup Storage
After you set up your backup Storage Location,
- Click the Home tab,
- Then click Open on the ribbon bar
- Locate and select the job you want to backup
- Click the Copy To button and select your "Backups" Storage Location from the list
Using Windows Explorer to Copy Program Data Files
Moving Files from PlanSwift Folders
In addition to data storageIf you prefer, you can simply copy and move your files to a secure location.You can find your local jobs usually in this file pathuse Windows Explorer to copy the entire job file folder from one location to another.
By default, your local Data Storage Location is here: C:\Program Files (x86)\PlanSwift9\Data\Storages\Local\Jobs.1. Once there, copy
- Open that location,
- Locate the job folder you want to backup (or select the entire "Jobs" folder to backup all of your jobs)
- Click Copy the job folders that you want to backup (you can select multiple jobs at a time) and copy the jobs.
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- Next, create a
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- folder named "Backups" where you want
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- to store your backed
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- -up jobs (see recommendations above)
- Paste the copied job(s)
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- into that folder