Backing Up Your Data
Why bother backing up Sumac data?
You use Sumac to manage valuable information. This data describes the details of how your organization works: its contacts, its communications, its revenue. If your data is not backed up, a simple computer failure can cause you and your organization incalculable damage. It is imperative that you back up this data on a regular basis.
How often should I back up Sumac data?
You should back up your data on a regular basis. At least weekly, better daily. Loss of a week’s data is a nuisance. Loss of a month’s data is a serious problem.
What media should be used for backups?
Back up to media that is not in the same location as the computer being backed up. This can be removable media like a USB key, a writable CD or DVD, a remote backup server, an external hard drive. If you put your backup on relatively unreliable devices (e.g. CD-R or DVD-R), then make sure that the backup program verifies the data after writing it.
Once the backup is performed, remove the media. This does not mean to just turn it off or disconnect it from your computer. You need to physically remove it from your office. If you just put the backup device into a drawer beside the computer being backed up, then the same disaster (flood, fire, theft, lightning, etc.) that destroys the server computer will probably also destroy the backup device.
You should have multiple copies. Don’t just back up to one device and re-use it every week. We recommend at least five different backup devices, using a different one each week on a five week cycle. Like any other electronic equipment, they can fail. Having just one or two is not sufficient.
Instead of physically removable media, you can use an online backup service, which sends your data to a remote server.
How do I back up Sumac?
All versions of Sumac have a backup entire database feature which will save your database as a .zip file which you can save to the location of your choice.
Step 1. Start by navigating to Utilities under the main Sumac console. From here expand Sumac Administration.
Step 2. In here you will see a button called Backup Entire Database. This is the button which will allow you to do just that, remember that if you are not an administrator you will not be able to see this.
Step 3. When you open Backup Entire Database, the first thing you will have to do is click Choose File. This will allow you to choose the name of the file and where you want to put the backup file. After choosing the name and location click OK and it will backup the entire database.
Now you have an entire backup of the database which can be used to reproduce your database when needed. Remember that if you are a Sumac Cloud Customer, we do your backups nightly at 2am EST and keep each backup on file for 30 days. If you need a copy of this backup then give us a call or email supp[email protected]
What follow-up is needed?
Even if you think your backup is being performed on a regular basis, check again. Make sure that media are being taken off-site. Make sure that there are multiple copies of backups.
How can I keep my server computer happy?
- The floor. Rub your hand on a typical office floor and it comes up dirty. Dust settles on the floor; people drop things on the floor, shoes bring in dirt that ends up on the floor. Servers sitting on the floor are going to be dirty.
- Beside a busy printer. Printers that handle a lot of paper emit paper dust. Paper dust is made of very hard cellulose fibres. The dust gets sucked into computer cases and causes damage.
- Near a kitchen or coffee station. The water hazard is obvious. Less obvious is that food preparation areas frequently have an aerosol of oil particles in the air. Once these are pulled into a computer case, they act like glue, ensuring that any other dust and dirt that arrives will never leave.