How to Perform a Backup & Restore

The purpose of a backup is to have a consistent and relevant reference point that you can restore back to in the event of a serious crash or user error.

There are three different types of backups:

1.  A full backup of your database which we recommend that you perform a minimum of once per week at the beginning of the week;
2.  A Scheduled backup which most people do each night; and
3.  A quick partial (or differential) backup performed every day when prompted throughout the transaction processes ie. banking wizards etc

For some answers to common Queries About the Backup Process please see this Article.

How to do a Backup

Go to the Main menu, select Tools then Backup Now


Note:   If this is your first backup, you are required to perform a Full backup if you haven’t already before, you are able to take advantage of the partial/differential process.






New Restore Wizard

Before restoring, it is important to understand the implications of doing a restore even with the new differential backup process. By restoring the database back to your last backup (whether that be a full back or a differential backup) you will lose all work that has been done in the database since that backup including all transactions, changes to file details ie. changes to tenants, owners or property details and so on.

If you are prompted to restore due to a SQL or System related crash and you are unable to login to the Database you will not be able to login to the Database to initiate the Restore Now option. To workaround this you need to create a new Database by going to the main menu, then File, then click New Database.

  • Ensure you give the new Database a unique name not the same name as the original Database. If you wish to rename your database, please enter the new name here, as this will remain the same after the restore process.
  • Login to start the restore over the top of the new blank Database. The default login should be Administrator for the Username and have a blank password.
  • Please be advised that the restore may fail unless you have set a cheque and receipt range greater than 0. Go to Tools then Options then General to do so.
  • Go to Tools then Restore Now, select the appropriate backup file and follow the prompts to initiate the restore process.
  • Once you have restored your Database and have confirmed access, you may wish to delete the original Database from the main menu, File then Delete Database, to avoid confusion in your office.

Once you have restored your Database, if you did not restore over the top of an existing Database, and instead created a new Database, you will need to follow these steps.

If you use integrations such as LiveAgent Inspections and Accounts Payable you will also need to update CSI Gateway Connect.




Note: When restoring you need to choose the last full backup and the last differential backup. ie. if you do a full backup monthly on the 1st and daily differentials and you need to do a restore on the 25th, then you choose the full backup for the 1st and the differential backup for the 24th only.

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