16.1 Backing Up the Database

To backup the database, perform the following steps:

  1. Click Backup/Restore in the Administration console on the Global Master server.

  2. Click Backup Database.

    The exported database file is saved in the .cpt format on your local drive.

NOTE:The backup retention policy is specific to each company. However, to comply with federal guidelines, we suggest to set the backup points as follows:

  • Daily(s) for two weeks

  • Monthly(s) for twelve months

  • Yearly(s) for 7 years