How to Backup the Silent Partner Desktop

How to Backup the Silent Partner Desktop

Step 1:

Go to the opening screen (aka the “green screen") and click on the “Back up data files” button. [You can also access the backup feature through Maintenance => Backup/Restore => Backup Files]


 

Step 2:

You will now have a window pop up giving you three options:


  • “Save backup” saves the backup to the designated file location. This option simply creates a backup file in the location specified.
  • “Save backup and upload to Silent Partner Software” saves the backup to the designated file location and also automatically uploads and stores a copy of your data onto our ftp site.  This can be accessed only by our authorized personnel. (Recommended)
  • “Upload to Silent Partner Software; erase when done” saves the backup onto our ftp site only.  No file will be kept on your local computer.

Silent Partner automatically creates a new file directory using today’s date for easy archiving and future lookup. You may change the location of this backup if you like by clicking on the file folder icon.

 

Step 3:

After making your selection above and pressing “OK” the backup will be created. Once it is finished the screen below will be displayed. Click “OK”


 

Step 4:

At this point Silent Partner will upload the backup to Silent Partner Software’s servers.



The screen above shows confirmation that your backup has been successfully uploaded to Silent Partner Software’s servers.

And you’re done!


We highly recommend you run Silent Partner backups on a regular basis!


    • Related Articles

    • Silent Partner Desktop Release 5.28 and Cloud Release 1.2.0 - October 28, 2021

      This article describes the changes made to Silent Partner Desktop to create release 5.28, and to Silent Partner Cloud to create release 1.2.0. See the attached document for the full Release Notes. You can update your database to the latest release of ...
    • How to Update the Silent Partner Desktop

      How to Update the Silent Partner Desktop application Societ is constantly working to improve our software, as a result there are constant updates to the application. Customers should try and update the software every couple of months, or whenever an ...
    • Silent Partner Software Client Backup Retention Policy

      It is highly recommended to backup your data and send a copy to Silent Partner on a regular basis. Why should I send a copy of my backup to Silent Partner? In the event of catastrophic damage to the computer hosting your Silent Partner, we can get ...
    • Troubleshooting Silent Partner Desktop in 4 Simple Steps

      If Silent Partner Desktop is not working normally, or you are receiving error messages, there are 4 simple steps you can take before calling for support. Ensure all users are signed out of Silent Partner before proceeding. Step 1. Check for updates. ...
    • How to Email Reports from Silent Partner Desktop

      Silent Partner Desktop v.5.33 and newer allows users to email Excel reports with the help of the default email program on their machine. If your Silent Partner Desktop version is lower than 5.33, please make sure to update it to access this feature: ...
    Societ Academy

    Learn what you need to know, any time. Free!



    • High quality training on demand - sessions are available every day, so you can access training that fits into your schedule.
    • Training sessions that are easy to follow - helpful tips throughout each session, and access to training moderators ensure your questions get answered.
    • A certificate of completion - you can request a certificate of completion for every session you attend.



      Contact Us
      1-877-399-4645