How do I make a backup in CDM+?


One of the most critical and often omitted tasks in using CDM+ is keeping good backups of your data. Backups become a lifeline to months and sometimes years of work when catastrophe strikes.

You should make a backup of your data anytime you do a large amount of work in CDM+. If, for example, you enter contributions and attendance for the weekend on Monday, make a backup when you’re finished.

Keep several backups in case there is a problem in your data that is not immediately apparent. Store a copy of your backup in a location other than your hard drive—a USB flash drive or burned CD kept in the church’s safe is a great way to do this.

The easiest way to make a backup in CDM+ is to log in to the program and choose Backup from the File menu. This process asks you to choose a location to save the backup and then CDM+ creates a zipped copy of all the information in the program. You don’t need to backup Membership, Contributions, Accounting or any other program separately as everything is kept together.

To view steps with screen shots on how to make a backup, click the links below:

    Macintosh users

    Windows users

The most important thing you can do when making backups is to test them. If there is a problem with your backup, you won’t know it until it is too late. CDM+ lets you restore a copy of your backup without affecting your live database. This is a great way to test your backups. For detailed steps on restoring a backup, click here.

When you’re finished testing your backup, be sure to delete the database you restored. If you need help with this step, contact technical support.