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Update dropbox-backup.md

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Steps for open source users were wrong and there were many work arounds. i have updated the instructions with the most streamlined process.
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Josh Reeder 2018-01-18 15:38:59 -06:00 committed by GitHub
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erpnext/docs/user/manual/en/setting-up/integrations/dropbox-backup.md
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@ -7,6 +7,10 @@ You can automate database backup download of your ERPNext account into your Drop
To setup Dropbox Backup,
`Explore > Integrations > Dropbox Settings`
##Steps are different for ERPnext managed versions and open-source versions
###ERPnext Managed Version Instructions
####Step 1: Set Frequency
Set Frequency to download backup in your Dropbox account.
@ -31,30 +35,45 @@ On successful login, you will find a confirmation message as following. Click on
With this, a folder called "ERPNext" will be created in your Dropbox account, and database backup will start to auto-download in it.
##Open Source Users
####Step 1: Go to
##Open Source Version Instructions
####Step 1: Login to Dropbox Developer area
<a href="https://www.dropbox.com/developers/apps" target="_blank" style="line-height: 1.42857143;">https://www.dropbox.com/developers/apps</a>
####Step 2:Create a new app
####Step 2: Create a new Dropbox app
<img class="screenshot" alt="Create new" src="/docs/assets/img/setup/integrations/dropbox-open-3.png">
####Step 3: Fill in details for the app
####Step 3: Fill in the details for your new app
<img class="screenshot" alt="Choose Dropbox API and type as APP Folder" src="/docs/assets/img/setup/integrations/dropbox-open-1.png">
-
<img class="screenshot" alt="Setup APP Name" src="/docs/assets/img/setup/integrations/dropbox-open-2.png">
####Step 4: Setup Redirect URL in app
####Step 4: Insert your custom domain Redirect URI
`https://{yourwebsite.com}/api/method/frappe.integrations.doctype.dropbox_settings.dropbox_settings.dropbox_auth_finish`
<img class="screenshot" alt="Set Redirect URL" src="/docs/assets/img/setup/integrations/dropbox_redirect_uri.png">
####Step 5: Settings in Site Config
####Step 5: In a new window, open the Dropbox Settings page in your ERPnext installation
After the app is created, note the app key and app secret on Dropbox Settings page or enter in `sites/{sitename}/site_config.json` as follows,
####Step 6: Set backup frequency and email
Set the frequency to download your site backups to your Dropbox account.
<img class="screenshot" alt="set frequency" src="/docs/assets/img/setup/integrations/setup-backup-frequency.png">
####Step 7: Input Keys from your Dropbox App window
From your Dropbox App page, enter the app key and (unhidden) app secret into the ERPnext Dropbox settings page.
*WARNING: If you copy and paste the app secret key, you will get an error. You must first copy and paste it into a code editor or plain text editor and then copy and paste it from there into ERPnext. Or you can type it by hand into the app secret field.*
Additionally, you can enter it manually in `sites/{sitename}/site_config.json` as follows,
<div>
<pre>
@ -68,6 +87,18 @@ After the app is created, note the app key and app secret on Dropbox Settings pa
</pre>
</div>
####Step 5: Complete Backup
####Step 8: Click Save in the Dropbox Settings form before continuing!!!
Setup dropbox backups from the backup manager as shown in previous section.
####Step 9: After saving, click Allow Dropbox Access
After setting frequency and updating other details, make sure to click save and then click on `Allow Dropbox Access`. Upon clicking this, the Dropbox login page will open in the new tab. This might require you to allow pop-up for your ERPNext account.
####Step 11: Allow Dropbox Access
On successful login, you will find a confirmation message as following. Click on "Allow" to let your ERPNext account have access to your Dropbox account.
<img class="screenshot" alt="Allow" src="/docs/assets/img/setup/integrations/dropbox-3.png">
####Step 12: Confirm Backups Work
From the ERPnext Dropbox page, click `Take Backup Now` and then go to you Dropbox files view. You should see a new folder in Dropbox named `Apps` and inside of it your {New App} folder. Inside of it should be backup folders for both files and database.