Backing Up a Project's Briefcase

This how-to article will help users to understand how to back up a project’s briefcase using the TDAdmin interface. The user must have access to TDAdmin as an organization administrator.

Overview

Backing up files is done to protect files from human errors, saving them for archival purposes, or to be prepared in case of a system crash.

Administrators who have the Backup Briefcase Files permission may backup any project's briefcase to a .zip file and download that file to their computer.

Backing Up a Project Briefcase

To back up a project briefcase:

1. In TDAdmin, click Projects in the left navigation.
2. Click Projects in the left navigation.
3. Click the name of the desired project in the project list.
4. In the Project Detail window, click the Briefcase Backup button.
5. In the Project Briefcase Backup Utility window, follow the steps to Prepare, Zip and Download the briefcase files.
6. In the Save As window, give the file a meaningful name and save it to the desired location on your computer.

Gotchas & Pitfalls

• Remember this process can be lengthy based on how many files are in a project’s briefcase. Keep the page open while the system processes the backup request and prepares files for zipping and downloading.