IMPORTANT - Drake Software Support

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IMPORTANT - Drake Software Support

2012 Client Write-Up File MaintenanceBackupCreate frequent backups of client files to a secure location for archival purposes. Thebackup process makes a copy of client data and stores it in the specified backup location.IMPORTANTMake backups of client data at least once a week. Be sure tobackup to a separate storage location, such as a “thumb” or“flash” drive, or some other media that can either be carried awayfrom your office location or is permanently located away from youroffice (such as online data backup provider). This ensures youcan recover data should your office be damaged by fire, flood, orsome other disaster.To backup one or more clients, complete the following:1. Go to Tools > File Maintenance > Backup. The Backup File Selection dialogbox opens.Figure 2-1: Backup Client Files2. A backup path must be specified. (See “Backup Path Restrictions” on page 288.)The current backup path is displayed in the bottom left of the Backup File Selectiondialog box. If necessary, complete one of the following steps:• If the path reads “NO PATH SET,” a path must be selected. To enter a defaultbackup path, go to Firm > Firm Info./Global Settings and enter a BackupPath.• To override the default path and enter a temporary path, click Change Path toopen the Temporary Back-Up Location window. Select a drive from theDrive drop list. Then select a directory or subfolder. CWU will not back up toa drive letter. See “Backup Path Restrictions” for more detail. The selected287


File Maintenance2012 Client Write-Upbackup location is displayed in the Temporary Back-Up Location field.Click OK.3. Click the boxes to select clients for backup from the Client Code column. Once abox is selected, a check appears in the box. To select all clients, click Select All.4. Click Backup. A prompt appears when the backup process is complete. ClickOK.5. Click Exit to exit Backup File Selection.Backups are created with at time/date stamp added to the name. This prevents overwritinga previous backup and helps you identify the correct backup to restore.NOTEClient Write-Up uses Zip file compression to reduce the amount of diskspace required for backup files.Backup PathRestrictionsTo prevent unintentionally cluttering key folders on your hard drive, a few restrictionsapply when selecting a backup path.IMPORTANTThe backup path cannot be a drive's root (topmost) folder.You must specify a subfolder. An example of an acceptable pathis “C:\CWU2012Archives\”. An example of an unacceptable pathis “C:\”.You cannot specify CWU's root or CWU's clients folder. Anexample of an unacceptable path is “C:\CWU2012\”.If you don’t specify a valid backup path, the program defaults to\CWU2012\Clients\Backups\.RestoreIn order to restore a client, you must first:1. Make a backup of the client files. See “Backup” on page 287.2. Before client files can be restored, the client must be deleted. See “Delete Client”on page 289.To restore a client, complete the following steps:1. Go to Tools > File Maintenance > Restore. The Restore File Selection dialogbox opens with all clients in the current backup location listed.IMPORTANTThe same version of CWU that was used to back up the client filemust be used to restore the file.288


2012 Client Write-Up File MaintenanceFigure 2-2: Restore Client FilesTo restore from a different location, click Change Path to open the Locate Files toRestore window. Select the drive from the Drive list. The selected restore location isdisplayed in the field at the bottom of the dialog box. Click Save. This creates arestore path for this restoration only.2. Select a client from the list at the top of the window. The files that have beenbacked up for the selected client display in the bottom portion of the window.3. Select a file to restore.NOTECWU uses a time and date stamp when client files are backed up. Let’suse the file “DRAKE_CO_2012-04-03_17-24.zip” as our example.Reading this file name left to right, information for client code“DRAKE_CO” was backed up. The backup was performed on 04/03/2012 at 5:24 pm, and the file is “zipped” to reduce the file size.Delete Client4. Click Restore.Client files can be deleted in Client Write-Up. Always make a backup the client filesbefore deleting the client. See “Backup” on page 287.To delete client files, complete the following steps:1. Go to Tools > File Maintenance > Delete Client. The Delete a Client window isopened.2. Click to select a client from the list.3. Click Delete.289


File Maintenance2012 Client Write-Up4. When the Confirm Folder Delete window appears, click Yes. The deleted file ismoved to the recycle bin.NOTEThe active client (the client currently open) is not displayed in the list. Todelete the currently open client you must change to another client. ClickChange from the Home window and select a different client, then proceedwith the delete process.Restore Excel TemplatesRebuild Client ListPrinting Blank FormsCWU provides a duplicate set of Excel import template files in case the working copiesof the templates are overwritten or become corrupted.To restore the Excel template files:1. Go to Tools > File Maintenance > Restore Excel Templates.2. Click Restore Templates. The template files are copied from a backup folder to aworking folder.3. Click OK.4. Click Exit.Run Rebuild Client List any time clients are missing from the Select a Client dialogbox. This may occur when you add or delete clients.To rebuild the client list, complete the following steps:1. Go to Tools > Rebuild Client List.2. When the Reindex Successful message appears, click OK.Blank forms can be viewed and printed in CWU. Some forms are supplied for informationalpurposes only. Not all forms available for viewing and printing are approvedfor filing purposes.Complete the following steps to view and/or print blank forms.1. Go to Tools > Print Blank Forms. The View/Print Blank Forms window opens.290

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