How do I back up a database?
Create a backup file of a Caselle database.
Some tasks and routines in Caselle recommend creating a backup copy before you get started. You should always make a backup copy before you run a routine that deletes or modifies transactions, this includes creating a backup prior to installing program updates. That way, you'll have a way to restore the files that were deleted or modified.
Note: You cannot save data to the *\csldata\backup directory. You'll need to create a new folder in *\csldata\backedup where "backedup" is not the same file name as "backup directory". Connect will save the backup file to the "backedup" directory and uses the "backup directory" to store the temporary clean up files. When Connect deletes the temporary files, it will delete the files that were created during the current session from the "backup directory". Any files that existed in the "backup directory" prior to running Send Databases will not be deleted.
In this Topic
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In version 2109.08 or later, we replaced the option to Save to FTP with the option to Save to Cloud. Watch a video (0m53s).
Learn how to use Send Databases to back up a database. Watch a video (2m48s).
Creating a backup copy on a local drive
1. Open Connect System Management > System Tools > Send Databases.
2. Enter a file name.
The default file name is [Organization Name].[Current Date]. You can use the default file name or you can replace it with a different file name.
File Name in Send Databases
3. Select the checkbox titled This PC.
Send To This PC in Send Databases
4. Enter the File Path.
You cannot save data to the *\csldata\backup directory. You'll need to create a new folder in *\csldata\backedup where "backedup" is not the same file name as "backup directory". Connect will save the backup file to the "backedup" directory and uses the "backup directory" to store the temporary clean up files. When Connect deletes the temporary files, it will delete everything stored in the "backup directory".
File Path in Send Databases
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. 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.
Database Server
in Send Databases
Which SQL Server do you want to back up?
Create a backup copy of the Caselle databases that I'm running now. That's perfect. This is the default setting. Go to the next step.
Create a backup copy of Caselle databases on another SQL Server. Use the Server menu to select a SQL Server. You may need to click the Refresh button, located at the end of the Server field, to update the server list.
7. Select the databases to back up.
For most users, the database 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 database list displays all of the Caselle databases on the selected SQL Server.
Select databases to send in Send Databases
You can search the database list quickly using this field. Type the database name in the search field and then click Find.
Search Database List in Send Databases
To view a list of abbreviated names for Caselle applications, see the help topic titled Abbreviated database names for Caselle Applications.
8. Click GO (CTRL+G).
Connect saves a copy of the selected databases.
2019.08, 2019Apr29