Hopefully, you saw the potential of DashboardFox for your organization in our Demo mode and you're eager to get going in "Bringing Your Data To Life®"
As we like to say, it's time to start cooking with oil now.
But before we jump right in, here are a couple of things to know about backing up Yurbi. The most important thing to backup is the DashboardFox PostgreSQL backend database.
If you accidentally delete a report or make a change to a report that you didn't mean to, or you break your Yurbi App, or you have a complete server failure, if you have a recent backup of your DashboardFox database, restoring DashboardFox is a piece of cake (a tasty one).
Talk to your IT team and make sure they have included the dashboardfox database in their normal backup routine. The database is on the DashboardFox server, located in the c:\program files (x86)\dashboardfox directory. You need to regularly (i.e. daily) make a copy of that folder. Here are some steps to do it manually (but again, it needs to be automated).
In addition to the regular daily backups, we recommend you back up:
- Before applying the latest DashboardFox updates (always do a backup before applying the Upgrade file)
- Before doing a refresh of your MS Excel/CSV data (in case you import some bad data, you can easily recover)
- When you hit a milestone, like finishing up your DashboardFox App or creating a pristine set of dashboards and reports
- Before doing any sort of mass update via the API or the interface (uploading a lot of users, security policies, etc)
When in doubt, make a backup.