Create a Backup

Backup procedures are an integral part of running any business.  If a computer crashes or is stolen, having the ability to fall back on previous data will save time and money.  The active data file cannot be backed up without specialised MSSQL2005 Server backup utilities. Scheduling a backup with the Synergy application will ensure the standard office backup procedures will pick up the Synergy database in a format that can be restored. Synergyneeds to create it’s own .BAK file, similar to a zip file.  This file can then be included on a tape drive or similar backup. 

ClosedGetting Started

Setup required before use

 Who Can Use It? Where Is It?

Synergy Backup Process Overview

Synergy Cloud Backup Process Overview

System Administrator

File > Database > Database Backup

Tips:

Launch the backup menu

This needs to be done on the SQL Database Server.

ClosedComplete the following:

Select Database backup. The option that appear are explained below, though this will depend on which version of SQL you are using.

What version of SQL is the Synergy database located on:

Total Synergy no longer support SQL 2000 MSDE, SQL 2005 Express, SQL 2008 Express

Using SQL Server 2005 Enterprise or SQL 2008 Express or Enterprise

Full SQL Server provides you with an SQL Server Agent that enables backup scheduling. The below instructions are available only if you are using full SQL Server.  

ClosedWhere is it?

File > Database > Database Backup > Schedule a Backup

ClosedIcons available on screen

Run : runs the backup job in the list

New : create a new backup schedule

Delete : remove the backup job in the list

Refresh : after running a backup, refresh the screen to ensure the backup was successfully run
ClosedComplete the following steps:
  1. Click New.
  2. Specify a backup name.
  3. Specify the backup location - the default will be the location of where SQL Server is installed. Click browse to change . 
  4. Nominated the backup name.  
  5. Check the Schedule option.
  6. Nominate the frequency the backup should occur, specify the time and when the backup should commence from.
  7. Save.

Tip: There is no way to edit the existing backup job in the list, instead Delete the backup job and create a new one. 

Using SQL Server 2005 Express

Microsoft SQL 2005 Express did supply an SQL Server Agent in this release. The SQL Server Agent is required to schedule backups within SQL, if you don't have SQL Standard or Enterprise. 

ClosedBackup batch file

To successfully create a backup using SQL 2005 Express, work through the following instructions. You can double click the .bat file at any time to run a backup.  

  1. Select Quick backup.
  2. Select Backup Batch file.
  3. Click Finish.

ClosedFurther field information
  • Batch File Name : insert a relevant file name for the batch file
  • Batch File Folder : locate a directory on your server in which the file will be stored
  • Backup to Folder : locate a directory on your server in which the backup (.bak) will be created.  This may be on a different server to the database.
  • Backup Name : insert a name of the backup
ClosedSchedule a backup

As there is no way to schedule a backup using SQL 2005 Express, the batch file created will need to be scheduled to execute on a frequent basis. This is done using the Windows Task scheduler available in all Windows operating systems. 

  1. Start > All Programs > Accessories > System Tools > Scheduled Tasks (Task Scheduler).
  2. Double click Add Scheduled Task (Create task) to start the Scheduled Task Wizard, and then click Next in the first dialog box.
  3. The next dialog box displays a list of programs that are installed on your computer, either as part of the Windows XP operating system, or as a result of software installation.
  4. Click Browse locate the script create in the previous step. Click Open.
  5. Type a name for the task, and then select Weekly. Click Next. 
  6. Ensure each day of the week is selected and set a time to run the task. Click Next. 
  7. Type the name and password of the user who is associated with this task. Make sure that you choose a user with sufficient permissions to run the program. By default, the wizard selects the name of the user who is currently logged on.
  8. Click Next, and then Finish after you verify the choices that you have made.

For further information please visit http://support.microsoft.com/kb/308569

Create a quick backup

ClosedComplete the following steps:
  1. Backup to Folder
  2. Specify a location for the backup to be created.
  3. Set a name for the backup file.
  4. Finish.

  This backup does not backup the full Synergy directory that contains your Project folders, invoices and templates.  This should form part of your standard office daily backup routine. 

ClosedBackup to Folder

By default this will be the location of the Microsoft SQL instance on the database server. Click Browse to nominate an alternative location.   

ClosedBackup Name

By default the name will be application, year, month, date and 24hr time. Override to set a name for the backup file. The extension file will automatically be set to .bak  

Restore

Allows you to override the current database with a backup of Synergy.

ClosedWhere is it?

File > Database > Database Restore

ClosedComplete the following steps:
  1. Browse to the location of the backup file.
  2. Click Save.
  3. You'll be prompted that this action cannot be undone, click Yes.
  4. The current database will be overridden with the contents of the backup files.
ClosedUse the drag and drop method

An unzipped Synergy.bak backup can be dragged into the application that will then launch the restore utility.

Tip: The restore function cannot be undone - all data added to the database since the date of the backup will be lost by restoring a backup.

Want to learn more?

Looking for more help? Try reviewing the following topics: Concept Link IconView Topics

 

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