How do I back up my Sumac?

How do I back up my Sumac?

All versions of Sumac have a Backup Entire Database tool which will save your database as a .zip file which you can save to the location of your choice.


Step 1. Start by navigating to Utilities under the main Sumac console. From here expand Sumac Administration.


Step 2. In here you will see a button called "Backup Entire Database." This is the button which will allow you to do just that, remember that if you are not an administrator, you will not be able to see this.


Step 3. When you open Backup Entire Database, the first thing you will have to do is click Choose File. This will allow you to choose the name of the file and where you want to put the backup file. After choosing the name and location click OK and it will backup the entire database.


You should put the backup file to a type of media that is not in the same location as the computer being backed up. This can be removable media like a USB key, a writable CD or DVD, a remote backup server, or an external hard drive. If you put your backup on relatively unreliable devices (e.g. CD-R or DVD-R), then make sure that the backup program verifies the data after writing it.


Once the backup is performed, remove the media. This does not mean to just turn it off or disconnect it from your computer. You need to physically remove it from your office. If you just put the backup device into a drawer beside the computer being backed up, then the same disaster (flood, fire, theft, lightning, etc.) that destroys the server computer will probably also destroy the backup device.


You should have multiple copies. Don’t just back up to one device and re-use it every week. We recommend at least five different backup devices, using a different one each week on a five week cycle. Like any other electronic equipment, they can fail. Having just one or two is not sufficient.


Instead of physically removable media, you could also use an online backup service, which sends your data to a remote server.


Now you have an entire backup of the database which can be used to reproduce your database when needed. 


Remember that if you are a Sumac Cloud customer, we backup your database every day. We keep daily backups for 35 days, and monthly backups are kept for 1 year.

If you need a copy of this backup, give us a call or email support@sumac.com!

    • Related Articles

    • Does Sumac have a backup of my database?

      If you are using the Sumac Cloud hosting service, yes. Since your team is using Sumac Cloud, we back up your database for you every day! If you need access to a backup of your database, or require assistance in restoring a backup, contact the Sumac ...
    • What is the backup and redundancy system for Sumac Cloud?

      When your Sumac CRM is hosted on our cloud service, we take care of backing up your database for you automatically. We have developed the following policy for retaining client backups: Silent Partner Software takes a backup of your database every ...
    • Why bother backing up my Sumac database?

      You use Sumac to manage valuable information. This data describes the details of how your organization works: its contacts, its communications, its revenue. If your data is not backed up, a simple computer failure can cause you and your organization ...
    • When I run Sumac, it tells me it cannot connect to the database server… why?

      This message means that for some reason Sumac is unable to establish a connection to the database server computer. Single-User Sumac (Trial, Bronze, Silver) If you are running a single-user version of Sumac, the data is on your computer, so this ...
    • How can I configure Sumac to connect to the database regardless of where I am? i.e. using a VPN

      The best way to ensure that you can access Sumac from outside of your office is to use our Sumac Cloud hosting service. Sumac Cloud means that we host your database for you on our server and take care of backing up your database every day. In ...