Peer-to-Peer and stand-alone configurations use FiIeMaker Pro or FileMaker Pro Advanced to host your Crate Pro program. FiIeMaker Pro and FileMaker Pro Advanced are user programs so many of the benefits that are included in FileMaker Server, including automated backups, are not available. As of Crate Pro build 4136 released January 2017, Crate Pro includes some steps to provide a 'reminder' to backup which is set up by User and/or Time the final user logs out.
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NO 3rd party or non FileMaker software should be used to create a backup of your working or production files. These backup programs are not designed to manage databases that contain active code calculations in most fields and will damage your data. Backup your Crate Pro files using the steps explained below and then use your backup software to create a backup of those backups.
Setting Up Your Backup Permissions :
- Create a folder in the location you want to save your backup files. Clearly label that folder BACKUP Crate Pro or a name that's preferred to ensure you do not mix up files in your Working folder versus your Backup folder. If you keep your Backup folder on the same computer as your Working files, be sure that when you open Crate Pro that you open the Working files and not the files within the Backup folder.
- You can use your 3rd party backup software to create a copy of the Backup files files to another location or save a copy on an external drive in case of total failure
- In Crate Pro Preferences > Backups > About keeping your databases safe - make note of the location of your working database files
- Select the configuration you have:
- Stand-Alone - this is an installation on a single computer and you can select the time that after the user logs out, they'll be given the option to create a backup before the program fully closes
- Peer-to-Peer - Allows you to select which user(s) are given the opportunity to create a backup when the database is closed and at what time.
- There are four User Roles that can be given permission to create a backup: Administrator, Manager, Bookkeeper, Designer. The last person who closes Crate Pro must have one of these Roles selected in their account in the User module. If your Foreman is typically the last person to close Crate Pro, he will not get the option to create a backup. You will need to give him an additional Role.
- Setting the time: In your shop, Crate Pro may not be used all day so users may close the program multiple times during the day. So that the pop up window to create a backup doesn't constantly come up, you can set a typical time that the backup option appears, Keep in mind, that if you typically end your day at 3PM, you probably don't want to set the option to ask the last user to 4PM.
- Like most programs, the initial location that the file/save is usually the last place that you opened the program from and not your preferred backup folder. You may need to change the save to location each time.
Creating a backup:
Based on the settings in Preferences > Backup for your configuration:
- When the last designated user(s) logs out , they'll receive a pop-up window to save their data file.
- The 'Save In' location should be your Backup folder. Be sure to change it to your preferred location
- The word 'copy' will be added to the file name. We recommend adding the date as well but this is not required and some systems will automatically add the date.
To Be Aware Of:
Currently to save space, Crate Pro's backup will only backup your data file and not the secondary files.
- The Resources and/ or Supplement file is a non changing file and contains the style template information that Crate Pro uses. You do not need to create a copy as this file only changes on some update. You should already have saved a copy of this file from your original download and/or your last update.
- Data Shared. This file contains images and attachments you may have saved in the Design module and Projects module. Because this file can get very large if you save files, it doesn't get included in the regular backup. You should occasionally make a backup of this file and save it in your Backup folder. If you don't save attachments or image files in Crate Pro, you do not need to create a backup of this file.