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Usted está aquí: All Help Topics > Engagement Management > File Maintenance > Making a backup copy of a client file
-- How Do I? --
Making a Backup Copy of a Client File
Prerequisites
- If Protection is activated, the File permission "Open client file directly" is required to perform this operation.
Procedure
- Open the client file that you want to back up.
- Select File | Back Up. The Back Up dialog opens.
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Click Browse to navigate to the location where you would like the backup copy to be saved.
Note: The full path, including the name of the client file, must be 260 characters or less, otherwise an error will occur and the backup will not be processed.
- To include any sub folders within the client file's folder, click Include Sub Folders.
- To maintain links to the master copy if you are backing up a synchronized copy of the client file, check the Include Sync Folder checkbox.
- Click OK.
Results
The file is compressed and copied to the selected location in a folder labeled Backup of [filename] (month-day-year hour-minute-second).
Notes
- The backup of a sync file's _Sync folder is renamed to _Sync_ to ensure it will not join the existing SmartSync hierarchy when restored. To fully restore the file and rejoin the sync hierarchy, rename the folder to _Sync.
- Avoid opening the file in the SmartSync Server tab.
- When opening files in the File | Open interface, ensure the Create a Synchronized Copy option is cleared to avoid creating another sync copy.