Backup/Restore data from Data Warehouse

How do I back up my data to the Practical Systems Data Warehouse and restore it back into my software?

Back up to Practical Systems Data Warehouse

Step 1

Click on the Backup button in Stockbook, or File > Backup Database

or

Step 2

Select a location that you wish to save your backup by clicking on the yellow folder.
Select the location you wish to save the backup in then select the box that says: Send this file to practical Systems Data Warehouse upon
completion

Click on Backup

Step 3

 An icon will come up saying backup is completed press OK

Step 4

A message will appear saying: You will now be asked to login to the Data Warehouse
server. Once logged in your backup will be uploaded. Click OK to the prompt.

Step 5

Login using your Client ID. 
Note: the first time you login, your password will be YOUR CLIENT ID (in
CAPITALS if it contains letters). You will then be prompted to create a new
password.

NOTE: If you have backed up to the Data Warehouse more than five times before, you will
receive a warning message as below. Click OK

Step 6

Select the file you wish to delete and press delete.

Step 7

You will then be asked if you would like to Password Protect the file using a second, encrypted password.
NOTE: If you choose to do this you will need to remember this password to be able to access this file in the future. You will be the only person with access to this password and it cannot be retrieved or reset by Practical Systems or anyone else. Practical Systems would not recommend creating this password unless you don't want one of your users to access this file.

Step 8

Enter a description for this backup. Eg: Todays date or an activity name. Then click OK. 

Step 9

You will then receive a notice saying that the file has been uploaded to the server,
click OK

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Restore data from Practical Systems Data Warehouse

Step 1

Select Restore Database from the File menu in Stockbook.

Step 2

Select from Data Warehouse, then click on Restore

Step 3

Login using your Client ID and password

Step 4

You will then be shown a list of your backup files currently in the Practical Systems Data Warehouse. Select the backup file that you wish to restore and click OK.

 

Step 5

If necessary, enter the required password to unlock this backup (see step 7 above)

Step 6

You will then receive a message saying the file has been successfully downloaded
from the server

Step 7

Click on Restore.