From 4c38e67f1a0500e3cc3bfe0edeb627516ee8ad1b Mon Sep 17 00:00:00 2001 From: Josh Reeder Date: Thu, 18 Jan 2018 15:38:59 -0600 Subject: [PATCH] Update dropbox-backup.md Steps for open source users were wrong and there were many work arounds. i have updated the instructions with the most streamlined process. --- .../setting-up/integrations/dropbox-backup.md | 49 +++++++++++++++---- 1 file changed, 40 insertions(+), 9 deletions(-) diff --git a/erpnext/docs/user/manual/en/setting-up/integrations/dropbox-backup.md b/erpnext/docs/user/manual/en/setting-up/integrations/dropbox-backup.md index 818b3b9bbf..134386bc0b 100644 --- a/erpnext/docs/user/manual/en/setting-up/integrations/dropbox-backup.md +++ b/erpnext/docs/user/manual/en/setting-up/integrations/dropbox-backup.md @@ -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 https://www.dropbox.com/developers/apps -####Step 2:Create a new app +####Step 2: Create a new Dropbox app Create new -####Step 3: Fill in details for the app +####Step 3: Fill in the details for your new app Choose Dropbox API and type as APP Folder - Setup APP Name -####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` Set Redirect URL -####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. + +set frequency + +####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, 
@@ -68,6 +87,18 @@ After the app is created, note the app key and app secret on Dropbox Settings pa
-####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. \ No newline at end of file +####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. + +Allow + +####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.