Restore client data
You can restore client data from removable media, from a backup location on the hard drive, or from FileCabinet CS (if licensed) to the active location on the hard drive. You can restore data for 1 client at a time or for multiple clients at once (you can only restore 1 client at a time from FileCabinet CS). When you restore data for a client, the client's current-year data is restored.
Follow these steps to restore client data.
- If the client data is archived on removable media, insert the removable media into your computer.
- SelectFile, thenRestore.
- Fixed Assets CS defaults to looking for client data in Windows format on the C drive. If the client data you want to restore is in FileCabinet CS, theClients Not Foundwindow will appear. In this case, select theFileCabinet CSoption, thenContinueto open theRestorewindow. From here, you can select the client data you want to restore from FileCabinet CS. Notice if theClients with backups in FileCabinet CScheckbox is already marked. This checkbox is available only if you're licensed for FileCabinet CS and you selectedClientsfrom the dropdown in the Restore window.
- Verify that the correct data location displays in theData locationfield. This field is available only if your firm has set up multiple data locations.
- Verify thatClientsis selected in theClients,Custom Methods,Custom Reports, orSystem Settingsfield.
- All clients who meet the criteria designated in the Focus client listing section will display in the Available pane. Select the client whose data you want to restore, thenSelect. The clients you selected move to the Selected pane. To remove a client from the restore list, select the client in the Selected pane, thenRemove.
- SelectRestore, orContinueif you're restoring from FileCabinet CS.
- If you're restoring from FileCabinet CS, mark the checkbox of the version you want to restore, then selectRestore.
- If the client already exists on the destination drive, Fixed Assets CS asks if you want to replace the existing client data. Select the option for your response.
- After the restore is complete, selectDone.tip
- SelectClient ID,Name, orEntityin the title bar of either list pane to sort the list by that characteristic.
- Use the Focus listing section to limit the clients who appear in the client listing by entity type.
- If you're searching several CDs for a client's backup data, follow the previous procedure for the 1st CD. If the client's data isn't on that CD, insert the 2nd CD and selectRefresh. Fixed Assets CS checks the 2nd CD for clients to restore and rebuilds the client list accordingly.
- When you mark theClients with backups in FileCabinet CScheckbox, all other fields in the Focus listing and Backup data sections aren't available since they don't apply for this process.
- If you're restoring a FileCabinet CS backup, use theFileCabinet CSdropdown to specify the location of the FileCabinet CS backup data.
