Restoring Data from a Backup

Restoring Data from a Backup

Restoring Data from a Backup

PART A - Restore Data

Click on:
  1. File 
  2. Restore Data Files 


Restoring from a Local File

  • If restoring from a portable storage device (e.g. USB, CD), insert the relevant device into the appropriate drive.
  • Select 'from local file' as Source.
  • Click Load Backup ...


iv.  Find the saved data file backup in the  Load backup file  window
v.  Click  Open



Restoring from the Data Warehouse

  1. Select 'from Data Warehouse'  as Source
  2. Click Load Backup


 iii. Enter login credentials



iv.  Select the backup to restore
v . Click  OK

 


 

PART B: Selecting Data to Restore

From here the restoring process is the same for both local file and Data Warehouse options

  • Tick the company/s and year/s you wish to restore
  • Click Begin Restore


  • The company about to be restored is highlighted in  red  at the top of the window. Its position in the restoration is also detailed in the title bar e.g. 1 of 4, the first of four companies to be restored
  • In the case that a company needs to be omitted from the restoration there is an option to skip it, via  Skip. Please note if only restoring one company the Skip button will read Cancel
 

 
  • If not skipping the company, select how to restore the data. Options that are not valid for each company will be visible but disabled:
    1. Restore as new  – this option will always be available unless using level 1 of the software. Use this option to create a new company
    2. Restore into original  – this option will overwrite the data of the company that matches the backup company currently displayed, even if the company is not currently open in Cashbook. Matching will be via a unique identification assigned to each company
    3. Restore into current  – choose this option to restore the backup company currently displayed into the company currently open in Cashbook. This option will not be available if:
      1. the current company open in Cashbook is the Demonstration company, OR
      2. more than one company is being restored, OR
      3. Cashbook recognizes that the backup company currently displayed is the same as the company currently open in Cashbook.
  • If the  Clear existing data  is enabled and ticked, all years in the company which the backup company is restored to will be deleted before the restore. This ensures that previous years are not linked to the wrong company.
  • Restore “Most Recent Year” into  - Select the year from the drop down list or type a year that is less than the most recent year of the company that data will be restored to. This option is  not available  if:
  • ‘Restore as new’ is selected OR
  • more than one year of the current backup company to restore has been selected, OR
  • ‘Clear existing data’ is ticked
Click OK to complete the restoration of the current backup company. 
A bar will display the progress. Once complete, the next selected company will be available for setting the restore options and so on. If there are no further companies selected, the restore window will close.

Note: If working with level 1, only one company can be restored and it must be into the single company allowed for level 1


Article ID 1173