Backing Up to a CD-R or CD-RW

There are two kinds of writable CD disks. CD-R disks can be written to one time. You cannot erase them and start over. CD-RW disks, on the other hand, can be written to, erased, and used again. Drives that will write to CD-R may not necessarily write CD-RW disks although the reverse is true. We will refer to both kinds of disks as CDs.

Before you can backup your data files to a CD from within The THERAPIST, you must first format the CD disk for this purpose. The process for doing this differs with different CD hardware and software so we can only tell you to use your CD software to do it. Frequently, when you put a blank CD into drive, the CD software will start automatically and present you the opportunity to format the disk to receive files.

Once your CD has been formatted, you simply tell The THERAPIST to use this drive letter as the target for offline backups:

  1. From the Setup menu, select Preferences > Backup Options.
  2. In the Offline Backup Path type D:\ (where D is the letter corresponding to your CD drive). If you are not sure which drive is your CD, click in the field with the right mouse or press F2 in the field to select the drive. Be sure to select the "root" or topmost level for the CD drive.
  3. Click on Ok to save your settings.
  4. Click on the floppy disk icon in the tool bar or select Offline Backup from the File menu.

More information about the need to preformat your CD's can be found in the MSDN article 316415 regarding backup up Quicken files at Microsoft's web site.

Backing Up to a CD in Windows XP

NOTE:  The following technique works only in version 2.5.007 or later

Windows XP has the ability to format a CD-R or CD-RW "on the fly" when writing files to the CD. There are some limitations to this ability that prevent The THERAPIST from writing its backups directly on the CD but the work-around is not too inconvenient.

What you need to do is make your offline backups to the CD "Staging area." This is a folder on your hard disk that Windows monitors. When Windows finds files here, it tells you that there are files waiting to be written to the CD. Then, with just a couple of clicks, Windows XP will write the backup files from The THERAPIST to your CD.

In the backup options (Setup > Preferences > Backup Options) change the offline backup path to the follwing hidden folder:

Drive_letter:\Documents and Settings\username\Local Settings\Application Data\Microsoft\CD Burning

where Drive_letter: is the drive letter of your hard disk (usually C:) and username is the login name of the current user.

Because this is a hidden folder, you cannot use the right-click to navigate and select it; you will have to enter the complete path directly.

When you save the backup options, The THERAPIST will give you a warning that you are backing up to non-removable media because the backup target is your hard disk. Answer Yes that you are sure you want to do this. You will be asked again when you actually make your backup.

With this setting in place, you will create your offline backups normally. When you have finished creating the backup, Windows should open a small message balloon to alert you that you have files waiting to be written to a CD. Click inside the balloon to open an Explorer window for your CD drive. Right-click anywhere in the files list other than on a file name and choose "Write these files to CD" from the popup menu.

More information on this topic is available on the Microsoft support knowledge base.