This article only describes the procedure on how to backup the SQL Database component of Migration Manager. Migration Manager is however made up of 2 main parts:
An SQL Database. This holds the CRM side of the product- everything you see when you open a Matter in MM (names, addresses, employment history etc)
A Migration Manager or LEAPMM folder. This is primarily for holding the document register (PDFs, Word Docs, jpgs etc), but does also hold some other files like Letter Templates, Form Templates etc.
For a full understanding of backing up your Migration Manager Data, see Backing up Migration Manager.
1. Accessing Backup Database
You can access the Backup Database function either via the Main Menu, then Tools, then Administrative, then Backup Database:
Or via the Main Tool Bar by clicking the Backup button:
The Backup Database window will appear.
Note: If you are running the Cloud version of Migration Manager, you will not see this option by default. This is because the Cloud version of Migration Manager has its SQL Database in the Cloud and not locally on the machine (meaning there is no real need to backup). If however you would like to obtain a backup of the Cloud SQL Database, log into Migration Manager as the user Administrator and you will have access to this function.
2. Changing the Backup path.
Changing the backup location should only need to occur on new installs or if the installation has been moved to a new server/primary PC.
To access the ‘Admin-set Directory’ field, you must be logged in as user Administrator.
The path to set is the physical path location on the machine where SQL is installed. This is not the Mapped Drive. Some examples of the path may be:
- C:\Migration Manager\DBBackups
- E:\Migration Manager\DBBackups
3. Enter a Description
Enter a Backup Description (optional), then click Process.
The Backup will save in the DBBackups subfolder in your Migration Manager (or LEAPMM folder).
As mentioned at the start of the article, this procedure only shows how to backup the SQL Database for Migration Manager. For a full understanding on backing up your Migration Manager Data, see Backing up Migration Manager.