Cin7 Core down – How to Easily Backup and Download all your Cin7 Core Data – Video

How to Backup Your Sensitive Cin7 Core Data

 

1. Access Settings and Automation 0:01

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  • Click on Settings.

  • Navigate to Automation.

  • You may need to activate the automation module if it’s not already active.

 

2. Schedule a Backup Report 0:14

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  • Click on Report in the scheduling section.

  • View the list of scheduled reports.

  • Click on the plus sign to add a new report.

 

3. Select Data to Backup 0:39

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  • Choose specific fields, files, or database tables to back up.

  • You can select all available options if needed.

 

4. Set Backup Frequency and Start Time 1:01

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  • Specify the period for the backup (e.g., daily, weekly, monthly).

  • Choose a start time for the backup (e.g., 8:00 AM).

 

5. Configure Email Notifications 1:21

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  • Set up a mailing list under Settings if you want to receive email notifications.

  • Add yourself to the mailing list.

 

6. Save Backup to Google Drive 1:37

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  • Optionally, save backups directly to your Google Drive.

  • Select the appropriate folder in your Google Drive for the backups.

 

7. Name and Finalize Backup Settings 2:00

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  • Give your backup a name for easy identification.

  • Confirm the settings and save the backup.

 

8. Review Backup Completion 2:07

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  • After the backup runs, you will receive a notification email.

  • The email will confirm that the backup is ready for download and may include an attachment.

 

9. Access Backup Files 2:48

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  • You can download the backup files from the email or access them in your Google Drive.

 

10. Set Up Google Drive Integration (if needed) 3:03

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  • Go to Integrations and search for Google.

  • Connect your Gmail account and select folders for backup.

 

11. Monitor Backup Status 3:50

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  • Check for logs or notifications to confirm when backups are completed.

 

12. Customize Backup Options 4:08

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  • Review and adjust which tables or data you want to include in your backups.

 

13. Get Help if Needed 4:55

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  • If you have questions or need assistance, reach out for help.

In Summary:

Implement Backup Feature for Sensitive Data

 

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Overview

This pull request introduces a new feature for backing up sensitive data within the application. Key highlights include:

  • Backup Module Activation: Users can activate the backup module from the settings menu.

  • Report Scheduling: Users can schedule reports for backup, selecting specific fields, files, or database tables.

  • Flexible Scheduling Options: Users can set the frequency of backups (daily, weekly, monthly, etc.) and specify start times.

  • Email Notifications: Users can opt to receive email notifications with backup results and download links.

  • Google Drive Integration: Users can save backups directly to their Google Drive, with options to select specific folders.

Assumptions

  • Users have access to the settings and automation module.

  • Users are familiar with scheduling reports and setting up email notifications.

  • Users have a Google account for integration with Google Drive.

Testing Strategy

  • Verify that the backup module can be activated from the settings menu.

  • Test the scheduling functionality to ensure reports can be scheduled correctly.

  • Check that email notifications are sent upon backup completion.

  • Validate the Google Drive integration by saving backups to a specified folder.