Backing Up Your ParishSOFT Database We highly recommend that our customers backup their database regularly. There are two easy ways to backup your ParishSOFT database. You can backup your database file locally to your computer, or you can send a copy of your parish database via the internet (FTP) to ParishSOFT s offsite servers. This help document will walk you through both of these options. 1. Adding ParishSOFT Files as Exceptions on Antivirus/Firewall programs. There are several files that must be added as exceptions to your Antivirus programs and Firewalls to allow your FTP Backup to be sent successfully from ParishSOFT- these are listed below. They must be allowed to access the internet. Please add these as exceptions on each machine. cmd.exe (located in C > Windows > System32) curl.exe (located in C > Program Files > ParishSOFT) gzip.exe (located in C > Program Files > ParishSOFT) psfamilydir.exe (located in C > Program Files > ParishSOFT) pssyncbackup.exe (located in C > Program Files > ParishSOFT) pssynchronizer.exe (located in C > Program Files > ParishSOFT) The exact steps of how to configure your internet security varies depending on the particular internet security application you are using. If you are not familiar with configuring your internet security, you should contact your parish computer administrator (the person who helps you with computer, printer, and network issues) for assistance. 2. Running a Manual Backup [for information on scheduling Automatic Backups, see Step 3] A. Within any ParishSOFT module, click on About. B. Click on ParishSOFT System Info. C. Click on Perform Backup. A C B
D. You should now see the Database Backup and Scheduler. In the Day column, place a checkmark in the correct day of the week (for today). E. Leave the Time column as is, for manual backups. F. The Hard Drive Folder column tells you where your database is being backed up to locally. If you would like to modify this, you may type in a different location in this column. G. Place a checkmark in the FTP column for the corresponding day of the week. H. Click Backup in the row for the corresponding day of the week. You will get a message Database backup complete when it is complete, and FTP Backup successful to ParishBackup.com if you did an FTP backup as well. D E F G H
3. Scheduling Automatic Backups A. Within any ParishSOFT module, click on About. B. Click on ParishSOFT System Info. A B C. On the ParishSOFT System Information screen, place a checkmark in the box for Assign this computer to be the master which performs AutoBackups when scheduled. D. You will now see a message, Are you sure you want to make this computer the Master? Click Yes to confirm this. E. You will now see a message, Do you want to start pssyncbackup application now? Click yes to confirm this. D C E F. You will now see the Synchronize and Backup window. Make sure the following options are checked. Enable Auto-Run Backup on Master Computer Assign this computer to be the Master which performs Auto Backups when scheduled. Automatic startup of this application when computer starts
F G. Now go ahead and exit Syncronize and Backup, and return to Family Directory, About, ParishSOFT System Info. H. You should now see the Database Backup and Scheduler. In the Day column, place a checkmark for each day of the week that you wish to create a Backup. I. For the Time column, set the time that you wish your backup to go- note that this time is in military time, so 03:00 is 3 a.m. For automatic backups to run, **your computer must be turned on, logged in, and able to connect to the internet** for a scheduled backup to take place. J. The Hard Drive Folder column tells you where your database is being backed up to locally. If you would like to modify this, you may type in a different location in this column. K. Place a checkmark in the FTP column for the each day of the week that you wish a Backup to run.
H I J K L L. Rreturn to About, ParishSOFT System Info, Perform Backup to review the Backup History to ensure your automatic backup is setup correctly and running. If it does not appear to be running correctly, contact ParishSOFT Technical Support at 1-866-930-4774 (option 2), anytime between Monday and Friday, 9am-7pm EDT.