You use the Back Up tool to back up selected standard and estimating databases in your Sage Estimating system.
When you back up databases, the Estimating Management Console creates a folder that contains compressed versions of the databases you select, placing the folder in a location that you specify. It labels the folder with the date and the time of the backup for easy identification, should you need to restore a database later.
You can back up any number of databases at the same time. Although the backup copies are stored together in the same folder, when you restore databases, you select individual databases from this folder.
Before you start
Make sure no other users are working with the databases you are going to back up. None of the fields on the Back Up Databases tab are available until you confirm that you have exclusive access to the databases.
To back up databases:
- On the ribbon in the Estimating Management Console, click the [Tools] button.
- In the navigation pane, click Backup.
- After verifying that no users are working with the databases you are going to back up, select the Exclusive access confirmed check box on the Backup Databases tab.
Estimating Management Console displays all your Sage Estimating standard and estimate databases in the table.
- In the table, select the databases you want to back up.
Tip: Use the [Select All] or [Clear All] buttons if you want to select or to clear the all the databases in the list.
- In the Select the location to save the Backup folder, type the path to the parent folder where the backup folder will be placed.
Tip: It is a good idea to use a consistent location to store back up folders for easier retrieval, later.
- Click [Back Up].
Restoring databases
You use the Restore tool to restore selected databases to the states that they existed as of a certain time and date. When you select a backed-up database to restore, the data in the current database is completely overwritten with data from the backup copy. You will need to re-enter any data entered since the backup was performed.
During restoration, Estimating Management Console checks whether the backup was created using the same version of Sage Estimating that you currently use. If the database was created using an earlier version, Estimating Management Console updates the database as part of the restoration process.
Note: You must restart Estimating Management Console to refresh the databases, completing the restoration process.
Before you start
Make sure no other users are working with the databases you are going to restore. None of the fields on Restore Databases tab are available until you confirm that you have exclusive access to the databases.
To restore a database:
- On the ribbon in the Estimating Management Console, click the [Tools] button.
- In the navigation pane, click Restore.
- After verifying that no users are working with the databases you are going to restore, select the Exclusive access confirmed check box on the Restore Databases tab.
Estimating Management Console displays all your Sage Estimating standard and estimate databases in the table.
- In the Select the location of the folder that contains the backed-up databases, type the path to the location of the backup folders. NOTE: Estimating can only restore from the default path of: c:\Users\Public\Sage\Estimating\Backup
- In the table, select the databases you want to restore.
Tip: Use the [Select All] or [Clear All] buttons if you want to select or to clear the all the databases in the list.
- Click [Restore].
If there was an error restoring a database, the result appears in the table together with a short description of the type of error that caused the restoration to fail.
- When prompted, click [Restart Application].