Backing up custom methods, custom reports, or system settings

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To backup custom methods, custom reports, or system settings (asset labels, data locations, and import maps), perform the following steps.

  1. Choose File > Backup to open the Backup dialog.
  2. Make the appropriate selection (Custom Methods, Custom Reports, or System Settings) from the drop-down list in the upper-left corner of this dialog.
  3. In the Items available to select pane on the left, Fixed Assets CS displays as a single list item custom methods or custom reports. When you select System Settings, Fixed Assets CS displays four items - Asset Labels, Data Locations, Import Maps, and Status System Events - for backing up. Click the Select button to move the appropriate items to the Selected pane.

Note: To ensure compatibility among applications, the updates for all CS Professional Suite applications should be backed up at the same time.

  1. Verify that the backup location is correct. If it is not, click the Modify Backup Location button, navigate to the correct drive and path, then click OK to return to the Backup dialog.
  2. When you are ready to begin the backup process, click the Backup button.
  3. After the backup is complete, click Done.

For information about restoring custom methods, custom reports, and system settings, see Restoring custom methods, custom reports, or system settings from a backup copy.

Tips

  • The fields in the Focus client listing group box are not available when archiving custom methods, custom reports, or system settings.
  • If you are backing up to FileCabinet CS (if licensed), click the FileCabinet CS option in the Backup data group box and use the drop-down list to specify the backup location.
  • To ensure compatability among various applications, the updates for all CS Professional Suite applications should be backed up at the same time.

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