04: Creating a Backup
Cloud Connection Types
When Universal Migrator connects to a cloud system, there are different ways it can do it. The following information summaries the different kinds of connection methods and why/how you would use each one. Browser Authentication Browser Authentication ...
01 - How Backups Work
When you look at all the different CRM, practice management, and document management systems, they all store and access data differently. Some are cloud based, others are on-premise. Some expose JSON APIs, while others use any number of database ...
05 - Backing up a File Server
This tutorial will guide you through backing-up data from a folder structure. This can be a folder from a file server, Google Drive, OneDrive, or any other location that your PC can access as a folder. However, if the folder structure is ...
04 - Backing Up a Terrestrial Application
This tutorial will guide you through the process of backing up data from a terrestrial application that runs on a server, whether it's located in a law firm’s network or a third-party data center. While we will demonstrate the backup process using ...
03 - Backing Up a Cloud-based System
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: Launch the ...
02 - General Backup Guidelines
When backing up data, the process will vary from one application to another, however, there are some general guidelines that you should always follow: Always Backup All Data You Will Ever Need When you are creating a backup, always back up all the ...