Backups help ensure that your Drake files can be restored if they are ever lost or damaged.  With automatic backups, you do not have to remember to back up your files manually.  You can set or change backup settings whenever you want. The automatic backup program only runs on the machine that enabled it and requires that computer to be turned on with a user logged in.

 

From the menu bar of the Home window in Drake Tax, select Tools > File Maintenance > Backup, to open the "Backup and Restore" dialog. From this dialog, select Configure Automatic Backups to continue with your preferences set up.

 

Automatic Backup Settings


This section of the screen allows you to set a daily scheduled time for backups, follow the steps below:

    1. Click Automatic.
    2. Select a time and location for the backup.
    3. If you want to back up your files off-site via the Internet, select Send to SecureFilePro (Secure File Pro) and select the number of weeks you want SecureFilePro to keep the backed up files.
    4. If you want to include your Drake Documents files, select Include DDM.
      1. If there are non-Drake Tax files you want to add to the backup, click Add related to Custom Files. 
      2. Click the second Add button related to Custom Folders to include sub-folders and files for the select folder(s) to the backup.
    5. Click Save.

 


Note

The "Automatic Backup" dialog informs you of the run time selected, backup locations, if DDM files are included, and if you want to send backups to SecureFilePro off-site storage.



Change Automatic Backups


    1. Go to Tools > File Maintenance > Backup.
    2. Click Configure Automatic Backups.
    3. Make the necessary changes to your backup settings.
    4. Click Save to save your changes and exit the "Automatic Backup" dialog.

 

Suspend (turn off) Automatic Backups


    1. Go to Tools > File Maintenance > Backup.
    2. Unselect Automatic Backup Full by clear the check mark from the  Enabled check box.
    3. Click Close to save your changes and exit the "Backup" dialog.