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Backup and restore

Restore .CSD files in local version of UltraTax CS or Fixed Assets CS

When using UltraTax CS or Fixed Assets CS in Virtual Office CS, you'll need to restore .CSD backup files from within Microsoft Outlook on Virtual Office CS. If you're trying to run/restore the backup file from within a local version Microsoft Outlook or Outlook Express (or a local folder), the local environment won’t restore the client to Virtual Office.
note
If you're trying to run/restore the backup file locally, and a version of the CS application is installed locally, the client file will be restored to the local installation rather than to Virtual Office.
If you have UltraTax CS installed locally as well as on Virtual Office, you can use it to complete the following steps:
  1. Restore the .CSD file to your local version of UltraTax CS (by double-clicking the attachment).
  2. Backup the client data to a local hard drive using
    File
     then
    Backup
     in UltraTax CS.
    note
    Network drives won't be mapped with Citrix on Virtual Office CS but you can access the network drive by entering
    \\Client\X$
     and the rest of the path to where you want to back it up on the network, where
    X
     is the letter of the network drive.
  3. Sign in to NetStaff CS and open the application.
  4. Select
    File
     then
    Restore
     in the application menu.
  5. Select
    Modify Backup Location
     and select the location where the file was backed up on your local drive.
    note
    All local drives will have
    $
     after the initial letter; for example,
    C$(\\Client) (V:)
     is your local C: drive.
  6. Select
    OK
    .
  7. Select
    Restore
     to restore the client data within Virtual Office.

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