Starting in UltimateDR 16, if there is a need or preference for manual backup(s) instead of an automatic backup, you can choose to do a manual back up of all your UltimateDR files, including the Archive cabinet of UltimateDR Documents, on an "as needed" basis. You can choose to back up to a local device, network drive, or removable drive.
The Backup and Restore function is accessed from the main page of UltimateDR, under Tools> File Maintenance> Backup.
To perform a Full manual backup:
- Mark the Backup to a local or network location box and, if necessary, click Browse to select a location.
- If you wish to use off-site storage and you have an SFP account, you can choose Backup to SFP.
- Select the Perform Full Backup option.
- Select Include DDM (Archive Cabinet) if you wish to include the UltimateDR Documents files in your backup.
- Click the Backup button to start the manual backup.
- While backup is running the message box shows "Backup in progress..." and then "Backup complete!" when it is done.
- When the backup is complete, click Close to return to the Backup and Restore dialog.
- When you are done with backup and restore, click the Close button to return to the UltimateDR Home window.
To create a custom or partial backup:
- Mark the Backup to a local or network location box, and, if necessary, click Browse to select a location.
- If you wish to use off-site storage and you have an SFP account, you can choose Backup to SFP.
- Choose the Selective Backup option and click the Backup button.
- This opens the Create Selective Backup dialog, defaulted to Backup Everything.
- To customize, change to the Customize Backup option and all options will be enabled and available to you.
- Click the buttons on the left side of the dialog box to list the UltimateDR files on your computer. The button that you click determines the check boxes that appear in the grid list on the right side of the screen.
- All UltimateDR Files - Is a non-filtered grid view of all UltimateDR files available for backup. These will include Tax Returns, Setup Files, and System Files found in the current year of UltimateDR.
- At the bottom right of the dialog, enter a custom name for the backup in the Backup Description field provided.
- To include UltimateDR Documents files, mark the Include Full DDM Archive Cabinet check box.
- When you are done with your selections, click Backup.
- While backup is running the message box shows "Backup in progress..." and then "Backup complete!" when it is done.
- When the backup is complete, click Close to return to the Backup and Restore dialog.
- Click Exit to return to the main Backup and Restore dialog.
