NOTE: This article is only applicable for macOS or PC servers using the Connected ODB Admin Server application. For single users on macOS or PC deployments not using the ODB Admin, please see How to Back Up a Connected File Manually for instructions when the ODB Server is not being used.
Using the "Back Up" operation can be helpful and sometimes mandatory before performing certain data file operations. The use of this operation is also handy for creating spot backups when needed.
The backup operation will create a zip file archive of the selected data file. The Backup option can be done with the ODB service running or stopped as a check for active users is always performed before the backup is started.
WARNING: These instructions are for backing up Connected data files through the Connected Accounting and ERP software's Omnis Data Bridge Administration (ODBA) application. It is NOT recommended to use this as your company's sole backup method but rather to be one of multiple different methods to create redundancy and additional copies of your accounting data file(s) in different locations, as needed.
Creating a Manual Backup with the ODB Admin
1) Open the ODB Admin application and click the "Data Files" tab.
2) To back up a data file, select it in the data file list and then choose the "Back Up" operation, as shown in the following screen:
3) Before a backup is started, a test will be performed for active users.
4) If active users are accessing the file, the following message will appear.
5) If there are no active users, you will be prompted with a window to name and save the file. The default file name for the backup is "Backup_MMDDYYYYHHMMSS.zip, using the 24 hour time format. The following file name is an example of a file backed up on 12/22/2021 at 11:19:02 AM: Backup_12222021111902.zip
Once completed, the following OK message will appear.