23 Feb 2023 | Windward Software
Backup (on Prem)
The Windward Webinar focused on the importance of regularly backing up data for Windward System Five users not using the cloud. Explore the optimal timing for performing these backups, and the proper method for doing so. Learn how to handle PCI encryption keys during backups.
- Jennifer moderated the webinar that discussed backups for customers not on cloud, presented by Abby.
- Abby emphasized the importance of backing up System Five data regularly due to the risk of catastrophic data failure from ransomware, natural disasters, network destruction, server component failure, viruses, or theft.
- Abby advised that backups should be stored in an external drive and that the Windward software does not include an automatic backup function.
- The best timing for backups was recommended by Abby to be after hours when everyone is logged out.
- Abby demonstrated how to locate the System Five data Directory, and how to make a copy of the data.
- Abby recommended trying to restore the data to a fresh machine to ensure the backup can be restored if everything is lost.
- Abby explained that PCI encryption keys, which are required to open encrypted files, should be backed up separately from the data to avoid unauthorized access if someone gains access to the backup.
- Abby demonstrated how to export the PCI encryption keys.
- Abby responded to a question about clearing the 'no backup detected' warning by promising to provide documentation after the webinar.
- Abby responded to a question about importing PCI encryption keys after restoring from a backup, and demonstrated the process.
- Abby explained how to test a restore by switching training data with backup data.
- Abby confirmed that the PCI encryption keys would not be included if only the Windward file was backed up.
- Abby responded to a question about whether PCI encryption keys are only required if credit card processing is built-in, stating she would need to confirm this information.
- Jennifer announced the next webinar would be held on March 9th, focusing on invoice pending rounding.
0:39
Hello, everyone. Good afternoon.
0:42
Welcome to today's Windward webinar. My name is Jennifer and I will be your moderator for today's presentation. At the end of the presentation, we'll have some time for some questions, so make sure that you enter them into the question box with as much detail as possible so we can give you the correct information that you're looking for. If you think of anything afterwards, you can e-mail support at widmer software dot com and one of our technicians will help you out.
1:12
If you want to watch the replay of the webinar, it's available at winward software dot com slash webinars.
1:19
Today, we will be discussing Backups for Customers That Are Not On Cloud. Our presenter today is Abby. She's been in our functional team for quite a while now, so without further ado, let's get started.
1:37
Hi, everyone, and once again, good afternoon and welcome to our webinar today. And yes, our topic for today is about backup for System.
1:48
Statistically, the man will backup. Without further ado, let's get started.
1:58
So in this webinar, we will discuss the importance of backing up the system five data, and why it is required to be performed regularly.
2:10
We will also discuss the best timing to perform your back ups, and how to do a proper backup.
2:22
So that app is so important. And you should perform it regularly.
2:27
Because catastrophic failure of your data is a real possibility.
2:33
You're a DAC and your data access can be blocked by ransomware natural disasters.
2:39
Kendra's destroy your network, a server component could fail such as the server Hard Drive.
2:46
A virus, a virus or malicious employee could destroy your data, and computers along with that media, could be stolen. So that's why backing up the system five data is very important, and should be performed regularly, and saved in an external drive.
3:03
Just in case you will experience any of those circumstances.
3:09
Or if there are any errors after doing major or your major work like it.
3:15
Data load or physical inventory count, you will then be able to revert your data from your backup.
3:24
Lingers software on premise products do not have an automatic backup function.
3:30
So your backup in your business should include more than just the right software such as your PCI, encryption, key, spreadsheets, documents, and other files that support your business process.
3:50
We recommend you have your network ... configure and test your backup and archive process.
3:58
Without backup: you can seriously impair your ability to run your business and win for software may not be able to recreate your lost information.
4:08
Your backup is only as good as your ability to restore it.
4:14
Well, let's proceed to, I want to do a proper backup.
4:21
The best timing to perform your system fight back ups is after hours, when everyone is locked out.
4:29
If anyone is logged into your data or system five, the backup or the copy will be corrupted.
4:35
So, the first process, It's due determine the location of the system five data Directory.
4:45
So, first, you have to log into system five.
4:50
And in the Menu Bar, click Help, then click about.
5:00
So, the share directory shows the location of the system file, data directory.
5:05
So, my data is, can be kinda found in local this.
5:12
See S five demo folder, then that demo folder, OK.
5:22
Now, once you know where you can find your data folder, you can then proceed to the second process.
5:32
Which meant making a copy of the data.
5:36
So you have to go to the File Explorer.
5:42
Then, since my data is in local disk see, S five gamba folder, Dev demo folder.
5:52
So once you are on the data folder, just right click and send it to your hard drive or removable disk, all right?
6:06
And at this moment, you will doing that led them as patient.
6:12
So I have my system file here already open.
6:16
So again, the first process is to get to remain the shared data directory.
6:22
So, it is under Shell.
6:24
Just click this Help at the Out.
6:48
So, look for shared directory, which is this one Oops, sorry, this one.
6:57
So take note of that, they're not.
7:01
Once you're done taking note of the shared directory, you have to black out of the system.
7:11
So, again, before redoing the, or before copying your data, you have to make sure that everyone is knocked out.
7:22
So from here I'm gonna go to File Explorer.
7:32
You can just type in your armpit on your Windows search.
7:48
So, it is under local this See?
7:54
S five demo folder, just double click to open, and then Death to demo.
8:05
So here's my data. So I'll just click then, sorry, right click.
8:12
Sen two, your removable this or hard drive, since I don't have that one here.
8:19
I'm just gonna copy it, and then paste it on my backup folder.
8:26
So I'm going to just right click and paste.
9:05
I'm just going to just, I think it will take a while so I'm not gonna precede it. So I'm going to cancel.
9:17
So that's how you copy your data. And just delete this one from you.
9:27
And you can also create a copy of your game, but if you choose not to back it up, you can still download our app, our system five app anytime.
9:41
Now, it is recommended, too, try restoring your data to a fresh machine, like a laptop that has never had System five installed on it, to prove that you can do the restore if you lose everything.
9:58
Change and make at least one week of daily backups.
10:02
So, they are available at anytime and archive each month and that, again, back apps should be stored off site in the event of fire, blight, et cetera.
10:16
And if you have encrypted database files, the PCI encryption keys need to be backed up as well.
10:26
The key to opening these encrypted files is in their registry of your PCs.
10:31
A normal backup to a memory stick doesn't include this information.
10:35
So you must periodically export your PCI encryption keys so that if your offsite backup is all that is left, you can still have access to any encrypted fate pervasive files.
10:50
The PCI encryption keys are like the combination to a safe.
10:54
Your intricate data is like data in a safe.
10:57
So if you take the safe home and leave the key on top of the safe, you're not really protecting the data in the safe all well.
11:06
So please kits either this carefully and did not stored them with a backup.
11:11
Make sure to export them and store them on a separate external drive.
11:17
Another use Wiki or other.
11:19
Again, do not store them with the back up.
11:22
The reason being of the reason being if someone gains access to your backup, they would have the ability to restore it to their own computer and decrypt your data.
11:34
So how to export the PCIE encryption keys?
11:40
Let me pull up my demo again.
12:17
So, Why?
12:19
Alright, let me just.
12:54
OK, so from here, it go to the Menu button, or tap, and then go to Setup Tools.
13:03
Setup Wizard.
13:27
Scroll down, click on Payment Processing.
13:36
Go to Credit Card Info, and click on PCI Compliance check.
13:48
And go to Chain management.
13:54
And click onto file tab, and then exports.
14:02
So then, save it.
14:05
T, Save it to your external file, oh, sorry, external drive, or external disk.
14:14
All right. So that's how you're a sports. Fan cheer, restore your back up. You will be asked.
14:20
The key, or for the encryption keys. So, for example, you locked in a log into your data.
14:27
So, Oregon to do is to go here, it will, this one will pop up, so where are you going to do is do clicks, file, and then an import.
14:39
And by that, you will be able to, oh, access your data.
14:46
All right, and yeah, that would end my presentation, if you have questions or clarifications, she may drop it on the question box.
15:01
All right. Thanks so much, Abby. Ah. We do have a question here asking if there are any third party backup software options that we would recommend.
15:15
OK.
15:19
I guess you can, the best person, you can ask that one is through IT.
15:29
OK, great, yeah, so, whatever. do your research and whatever works best for you. Speak to your IT people about it. Make sure it works. Yeah.
15:41
OK, the next question I have here from Mark, if I back up the Windward file instead of only the data, will the PCI keys be included?
15:52
No.
15:53
Like I said, it will not be included So you have to export the PCI encryption keys after you creating a copy of your data.
16:07
OK, thank you so much. That's it for questions so far, so if there's anything else, please type them in. And like I said previously, if you want to rewatch the webinar, go to ...
16:18
software dot com slash webinars and any questions you can direct to support at winward software dot com.
16:26
All right. I've got another one here, from Abby.
16:29
How do you clear the no backup detected warning?
16:34
Oh, OK. We have a documentation for that one. I will get back to you, Abby. Once, after this one, I'll set it to you, OK?
16:44
Step's, yeah, OK, perfect. And then Gerard wants to know, for the PCI encryption keys, could you please go over how to import them again, after restoring from a backup?
17:00
OK, I can't be able to, like, because I haven't backed up my, I guess I don't have encrypted files as well.
17:11
Once you're logged into dear data, for your backup, you will be prompted by this box, or this window, You will just have to go to File, and then Import.
17:26
And then it will automatically ask you to login.
17:32
And then once you put in your credential, you'll be able to access your data.
17:44
OK, let me just see, where's the next question here, and got a couple in.
17:50
How do you test a restore?
17:55
Ah, you can.
17:58
Have it on your training, like switch your training data, or your old training data to your backup, and then here, let me show you.
18:14
Cope's there?
18:20
Or you can do this one.
18:22
So you go to the data files, and you have to like, select all of these files, copy, and go to your for example, OK, that's my training, we go back there.
18:45
So, for example, this is my training data.
18:48
You will have to open it, and then open the data files, and then select all, or highlight all of these polos, and then paste. So, basically, it will replace all the files here.
19:03
So, that will app, that's, that will update your training data, or It can Yep.
19:24
The stakes are low, so bear with me.
19:27
Just bear with me here.
20:41
All right, so let me nokomis south again.
21:08
Oh. Yeah?
21:10
You don't just don't Put in your credential yet just go to install.
21:16
So Let's say this is your training **** luck into your training. So Go to install.
21:30
Link to existing data.
21:36
And, uh, so, for example.
21:46
So, for example, yeah, I have.
21:48
So this is my back up, hill then, Click Next, Next, and next, so that in Ear, that will be this will be split my backup data, and then you can then login.
22:07
And make sure before you do that, sometimes it will Miss training filegate here. So make sure that it is in here.
22:22
I'm not sure if I have your case, This is not the training.
22:25
So you can go first, do your training, your own training data, and find her training file, and copy that, and paste it to your back up, like, for example, this is your backup.
22:42
And then just open your data files, Oops, and then just face it in here.
22:52
Otherwise, you will be getting an error once you login to that, back up, February training.
23:05
So, again, there are two ways.
23:08
Copy the data files from your back up, and then take it to the Dale Files of your old training data.
23:17
Or install your backup.
23:22
Do your training.
23:30
Is it, it?
23:33
Yep. Forget your name.
23:37
OK, great, thank you. And then Scott just wanted to know about the PCI encryption keys There only required if E is a credit card processing built-in, correct?
23:50
Ah, Elli, I'm going to have to double check. I'm gonna have to confirm that one. I'll get back to you, OK.
24:01
OK, perfect, so and I see a lot of people want information on how to clear that error message. So I'll give Aby everyone's contact information so that we can get that to you.
24:16
And I think that's it for questions at the moment.
24:20
So if you've got any last-minute ones, we've got a couple moments left.
24:39
OK, I don't see anything else coming in, so we will end it for today.
24:44
Our next presentation is coming up March ninth, and we'll be discussing invoice pending rounding. So that will be good when you won't want to miss that one, so we'll see you in two weeks and expect information about the clear no backup clearing in your inbox shortly. So you guys have a great weekend. Thank you so much, Abby.
25:10
You're welcome. Thank you everyone. Have a good day.