Backing Up a Database

You can perform a backup of the PolicyTech database using the Database Manager. If NAVEX hosts your system, your database is automatically backed up frequently.

Important: You should consider backing up the database before initiating any operation which could significantly alter existing data, such as importing documents or merging departments.

Start a Backup

Notify all PolicyTech users that you are about to perform a backup and that they will be locked out of the system while the backup is in progress. Urge them to immediately save any work in progress and log out.
Click Settings & Tools > Tools, and then click Database Manager.
In the content grid, click Back Up Database. An alert appears explaining that all users will immediately be logged out and locked out of the system as soon as you start the backup.
Click Advanced Settings and do one of the following:
- When you are sure you are ready to continue with a full database backup, click OK.
- To perform a core-only backup, click Advanced Settings, select Create "Core Data Backup" only, and then click OK. A progress bar is displayed showing backup status.
  Note: Depending on the size of your database, the backup could take anywhere from several minutes to several hours to complete.
When the backup process has finished, click Close. The backup file is then accessible in Restore Backup (see Restoring a Backup) and Manage Backups (see Managing Backups).

Cancel a Backup

Any user assigned the Administrator permission for all sites (a global administrator) and any user assigned the System / IT permission can abort a backup in progress.

If you initiated the backup, a progress bar appears. If you did not initiate the backup, then access the PolicyTech login screen as you normally would. Do one of the following:
Click Click to Abort, and then click OK.
In the login screen type your user name and password, and then click Log in. A message displays confirming that the backup has stopped.
Click Continue.