Backup or Restore dialog [File menu]
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- Use theBackupdialog to back up drawers, database locations, or system settings.
- Use theRestoredialog to restore drawers, database locations, or system settings.
To open the
Backup
dialog, choose .To open the
Restore
dialog, choose .note
If you backup a SQL file it will convert to flat file. This flat file can be restored to either a flat file or SQL.
Fields & buttons
Data location (restore only)
From this field, choose the data location to which you will restore drawer data.
note
Only data locations that appear in the
Data Locations
tab of the System Configuration
dialog are listed in the Data location
field.Drawers / Database locations / System settings selection
From this field, choose to show
Drawers
, Database Locations
, or System Settings
in the list of items available to backup or restore.Drawers, database locations, or system settings available to backup / restore
Shows a list of all drawers, database locations, or system settings available for backing up or restoring.
tip
To sort the list by drawer ID or name, select the words
Drawer ID
or Drawer Name
in the title bar of the list pane.Drawers, database locations, or system settings to backup / restore
Shows the drawers, database locations, or system settings you have selected to back up or restore.
tip
To sort the list by drawer ID or name, click the words
Drawer ID
or Drawer Name
in the title bar of the list pane.Exclude drawers unchanged since their last backup
Mark this checkbox to exclude from the current backup drawers that have not changed since their last backup.
Backup / Restore location
Shows the location to which FileCabinet CS backs up the drawer data, or the location from which FileCabinet CS restores the drawer data. To change this location, use the
Modify Backup Location
/ Change Restore Location
button, navigate to the appropriate location, and select OK
.note
If you’re running FileCabinet CS in the Virtual Office CS or SaaS environment, you can navigate to files on your local network.
Modify Backup / Change Restore Location button
To change the location to which the drawer data is backed up or the location from which the drawer data is restored, select this button, navigate to the desired location, and select
OK
.note
If you’re running FileCabinet CS in the Virtual Office CS or SaaS environment, you can navigate to files on your local network.
"Check out" selected clients (backup only)
Mark this checkbox to check out the selected client’s data. By checking out a client’s data, you can avoid problems that result from multiple users simultaneously accessing the same client’s data. Any other user who attempts to open the client drawer while you have the data checked out will see a dialog stating that the drawer is currently checked out. If that user chooses to open the client anyway, FileCabinet CS will clear this checkbox.
Status checkboxes (backup only)
If you have assigned statuses to your drawers, you can mark or clear the status checkboxes in the
Focus
section to focus the Drawer list by status.Restore to original database server (restore only)
Mark this checkbox to restore the database to the original server to which it was backed up. If you choose to restore to a different database server, clear this checkbox and enter or select the database server.
note
If you need to restore multiple database locations, mark the
Restore to original database server
checkbox to restore each database location to the server that is listed in the Server
column.Automatically create folders (restore only)
When you restore a drawer that has custom folders that do not exist in FileCabinet CS, mark this checkbox to add those folders to FileCabinet CS.
Restore drawers (restore only)
Use this option to restore the selected drawers. If the drawer that you will restore already exists in the data location, FileCabinet CS will ask if you want to overwrite the existing drawer or cancel the restore. Drawers and system-generated folders that do not already exist in the data location will be created during the restore process.
Merge with existing drawers (restore only)
Use this option to merge selected drawers with their respective drawers that may already exist in the data location. If a drawer that you are merging already exists in the data location, FileCabinet CS will prompt you about each document that has different versions in the current data and backup data. When prompted, you can decide whether to keep the current document, keep the document from the backup, or keep both (FileCabinet CS will give the restored document a unique name). Drawers and folders that do not already exist in the data location will be created during the restore process.
Merge with single drawer (restore only)
Use this option to merge selected drawers into a single drawer that already exists in the data location. Choose the desired single drawer from the adjacent field. If documents from the drawers that you are merging already exist in the drawer receiving the merge, FileCabinet CS will prompt you about each document that has different versions in the current data and backup data. When prompted, you can decide whether to keep the current document, keep the document from the backup, or keep both (FileCabinet CS gives the restored document a unique name).