How do I back up a database?

Before proceeding, back up the current files. Always make a back up of the database BEFORE running routines that modify or delete transactions.


Creating a backup file

1. Open Connect System Management > System Tools > Send Databases.

2. Enter a file name.

The default file name is [Organization Name][License Name].[Version]. You can use the default file name or you can replace it with a different file name.



3. Select the checkbox titled This PC.



4. Enter the File Path.


5. Select the checkbox titled Compress Data.

This option will create a .zip file instead of a .mdb file. The .zip file is usually a smaller file than the .mdb file.

6. Set up the period to save copies of the database on the SQL server.

Use this option to automatically delete the backup copy from the SQL server. Adding a time limit allows Connect to remove unused or unneeded copies of databases from the SQL server, which in turn, may improve performance.



7. Select the SQL Server running the Caselle database.

Use the server list to locate the SQL Server running the Caselle databases that you want to backup. This field will display the SQL server that you are currently using to run Connect as the default SQL server.

Which SQL Server do you want to back up?

8. Select the databases to back up.

For most users, the server list displays the Caselle databases on the selected SQL Server that match the default database name saved in the Connect configuration file. For users with administrative rights, the server list displays all of the Caselle databases on the selected SQL Server.


You can search the server list quickly using this field. Type the database name in the search field and then click Find.


To view a list of abbreviated names for Caselle applications, see the help topic titled Abbreviated database names for Caselle Applications.

9. Click GO (CTRL+G).

Connect saves a copy of the selected databases.