How to perform backup and restore with your Solatech Window Covering Software
Summary
This article explains how to perform a backup and restore with your Solatech Window Covering Software.
Performing a backup and restore is easy with the Solatech Window Covering Software using the builtin backup and restore feature.
Making a Backup
Note: Backups must be done from the computer on which the company database resides; backups cannot be done from a workstation.
- Run the Solatech Window Covering Software.
- Open the company that you want to backup.
- From the File menu, click Other Company Functions, Backup.
- Select the data you want to backup. All three options backup the
company database and attachments. It's the company database that
contains all the orders, customers, discounts, etc.
- Select a file that will contain the backup. Solatech recommends
saving the backup to a flash drive or external hard drive. Backing up to
a folder on the same computer as the database is not a good long term
solution.
- Click Start.
A few notes on backups
- You only need to backup the product files if you have created your
own products or have made changes to Solatech products - for example the
stock products.
- You only need to backup reports or other files if you have custom reports or labels, e-mail templates, etc.
- Stock reports, templates, etc., those supplied by Solatech, are never backed up.
- Users do not need to exit the software or stop what they are doing in order to for a backup to proceed.
Note: Restorations must be done from the computer on which the company database resides; restorations cannot be done from a workstation.
There are two situations where you may need to restore a backup. The first is when you have lost the company database altogether, for example you have a new computer or hard drive. The other is when you have a working company but you just need to roll-back the data.
Restoring when you have nothing to start with
- In order to restore you must first create an empty company. The data
in the empty company will be replaced with that from the backup. The
restore process cannot create a company automatically.
- Run the Solatech Window Covering Software.
- From the File menu, click New Company.
- Enter the company name.
- Click OK to create the new company.
- Once the company has been created and you have logged in you can proceed with the restore.
- From the File menu, click Other Company Functions, Restore.
- Select the file that contains the backup.
- Next select the specific data that you want to restore. In the case
of a complete restore choose all items, otherwise choose the specific
items you want to restore.
- Click Start.
Restoring when you already have a valid company (a roll-back)
- Run the Solatech Window Covering Software.
- If not already open, open the company that you want to roll back.
- From the File menu, click Other Company Functions, Restore.
- Select the file that contains the backup.
- Next select the specific data that you want to restore.
- Click Start.
A few notes on restoring
- Data in the company database cannot be recovered once it's replaced with a backup.
- Files such as products or reports that you have created are not
restored if they already exist. If you need to recover a product or
report you should move the current file to another folder prior to
starting the restore.
APPLIES TO
- Solatech Window Covering Software 4.2
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