This tutorial will guide you through backing up data from a cloud application.
While this tutorial will demonstrate backing up data from Clio, the steps are nearly identical for every cloud-based application.
In this tutorial we will:
In Universal Migrator, click the Backup button.
Next, choose the system you want to back up. In this case, we will select Clio Manage.
You can use the search box to filter through the list of systems, which will make it easier to find the one you're looking for.
On this screen, you can name the cached database.
The default name typically includes today’s date, time, and the system being backed up.
Universal Migrator recommends leaving the default name and appending a tag that indicates which client the backup is for. For example, I will append TestFirm.com.
Click the region of the Clio account the firm is using.
This screen is tailored for each platform and shows everything that Universal Migrator can back up.
As a general rule, when working with cloud applications, it’s best to back up all data unless you specifically do not need certain elements, such as documents.
In this case, we will back up everything, including documents.
Since we are backing up from a cloud system, we need a local storage location to save the documents.
You can select any location that your PC can access through File Explorer, however, there are some important guidelines you should always follow:
Always store documents in a high-speed location near the migration workstation.
You should NOT cache documents to a slow location. For example, do not use an old server, an old USB thumb drive, or a “far away” location like Google Drive, OneDrive, or a server in a different network.
Doing so will significantly slow down the backup process, as documents are downloaded, staged on the migration workstation, and then transferred to the specified location.
In this example, I will store the documents locally:
I’ll open File Explorer, navigate to C:\, and create a new folder named __MIGRATIONS. Inside this folder, I’ll create a subfolder named after the firm, in this case, TestFirm.com, and then create a DOCS folder within it.
Now, I’ll close File Explorer and instruct Universal Migrator to cache the documents in that location. Click the ellipsis (...), then browse to C:\MIGRATIONS\TestFirm.com\DOCS and select the folder.
Now I am ready to initiate the backup by clicking Next.
Data will be downloaded as quickly as your hardware and the source system allows. Some systems have speed limits in place so don't be surprised if it takes a bit of time. Regardless of whether it takes a few minutes or a few hours, your job is done. Universal Migrator will handle backing up all the data you requested.