How to Backup Stockbook

How do I backup (save) my Stockbook data?

How do I backup my data and then send a backup to the Data Warehouse?

Backing up Stockbook in a local location

Step 1

• Click on either File > Backup Database menu option or Click on the Backup button.

or

Step 2

NOTE: Please do not be concerned by the following 'Error' message, it will be displayed if you do not have a disc inserted into the Drive "a" of your computer.

• Click on the OK button if you wish to backup to a disc. Insert the disk first. Otherwise,
• Click on the Cancel button and choose another means to save your backup.

Step 3

• Click on the  icon to option the Browse for Computer window to search for the appropriate backup location:
  • a removable storage device (such as a CD or USB flash drive. ( Note: plug in or insert into your computer before clicking to the folder icon to browse.)
  • a folder on your network.

• Click on the folder to select. e.g. Stockbook Backups.
• Click on the OK button.

How to Backup to the Data Warehouse

Step 1.

• Click on the Fix button. 

• A unique Backup File Name will automatically be generated. (Note: you are not able to type a backup name.)
• Backup File Name consists of:
  • Prefix e.g. TEST1
  • Date e.g. 170315
  • Number of backups e.g. -01
  • File type .sbu
• Comment - optional.
• Tick the Send this file to the Practical systems Data Warehouse upon completion check box, if you wish to also backup to the Data Warehouse.
• Click on the Backup button to save.

• Click Yes to the Confirm message: ' Do you want to continue with the backup? (TEST00170315-01.sbu)
• Click OK to Information message: 'Backup completed.'

Step 2

NOTE: If you chose to have your backup sent to the 'Data Warehouse' upon completion you will then be asked to sign into Data Warehouse and complete that backup process. 

• Click OK to the Information message: 'You will now be asked to login to the data warehouse server. Once logged in your backup will be uploaded.'
• To Login, enter your Practical Systems Client Code and Password.
• Click OK to continue.

• Click on the Next button. (Password protecting your backup is OPTIONAL. Not advisable because if you forget the password the backup will be unusable. There is absolutely no way a password can be retrieved.)
• Enter a backup file description. e.g. TEST1 Backup 17/03/17.
• Click on the OK button.

• Click OK to the Information message: 'The File has been successfully uploaded to the server.'