Problem/Question

How do I get a backup of my system?

Solution

1. Ensure you have verified your email domain.
   
1. Go to [System Setup | Document & Email Settings | Email Settings].
   
2. Check Verified appears in the Registered Domain, if so proceed to step 2.
   
1. If Not Verified is displayed or there is a blue Add Domain button, you will need to verify your domain by following the steps here, How to Add a New Email Domain.
   
2. Once your domain is added and verified click Save Screen.
   
2. Go to [System Setup | Email Triggers].
   
3. Click on the + sign at the top left of the screen.
   
4. Give the rule a name.
   
5. Ensure the Document Type is blank.
   
6. The Execution Period is how often the backup will be sent. The default setting is to send the email once each day.
   
7. The Last Executed Date and Time will default to the date and time you are creating the trigger rule, however this can be adjusted as required.
   
8. The Next Executed Date and Time is when the email will be sent next calculated from the Execution Period and the Last Execution Date and Time. 
   
9. Internal Email Address is the address you wish the backup email to be sent to.
   
10. Set the Disabled toggle to off.
    
11. Set the Apply When No Data is Returned option to on to ensure you receive a backup even if there have been no changes.
    
12. Click +New in the lower grid.
    
13. Select the Ad-Hoc reports you wish to have emailed to you from the drop-down menu displayed. The 'System' adhoc reports are the standard backup reports, however you can select any report shown.
    
1. Please Note that any report which requires user intervention such as entering a date range will not be sent.
   
14. Click OK.
    
15. Click on Save Email Trigger.
    
16. You can now see when the email will next be sent by checking the next executed date and time