Backing up CRM Data
Backup is done in 2 ways:
- The CRM service has a backup facility which, when configured, will dump the mysql db and FTP to a customer server. This is done each time an Admin user logs out. This is in CRM >SEttings>Backup
- DF recommends using a mysql admin tool to schedule backups of clent DBs. DF does this each day for each client. Clients can do also if they wish.
Each customer is deployed on a dedicated server. Clients are given access to application and database, which is mysql.
mysqladmin a web based mysql interface can be used to backup data.
This tool is free. A more popular one may be phpmyadmin, another open
source tool.
Here is the download: http://sourceforge.net/project/showfiles.php?group_id=164366
It the mysqladmin, here is what you can do:
- First set up on your back server a folder for each customer. This server has a public IP.
- Second, create connectivity to the target DB, this is the ip, the port, db username and password. (DF support can give this to you)
- Second create a Project in mysql admin to back up the customer
db. This project can be set with many parameters, every day, all
tables, time of day, etc.
- Then backup is made: file is like this customer.07242008.sql
- The mysql tool has restore capability.
email support@dataforcecrm.com for additional details.