Summary

This article explains how to perform a backup and restore with your SalesPRO Software.


More Information

Performing a backup and restore is easy with SalesPRO using the built in backup and restore feature.


Making a Backup

Note: Backups must be done from the computer on which the company database resides; backups

cannot be done from a workstation.

  1. Run SalesPRO.
  2. Open the company that you want to backup. 
  3. Click on the Solatech icon in the upper left hand corner of your software.
  4. Select Manage this company>Backup this company 
  5. Select the data you want to backup. All three options backup the company database and attachments. It's the company database that contains all the orders, customers, discounts, etc.
  6. Select a file that will contain the backup. Solatech recommends saving the backup to a flash drive or external hard drive. Backing up to a folder on the same computer as the database is not a good long term solution.
  7. Click Start.


A few notes on backups

  • You only need to backup the product files if you have created your own products or have made changes to Solatech products - for example the stock products.
  • You only need to backup reports or other files if you have custom reports or labels, e-mail templates, etc.
  • Stock reports, templates, etc., those supplied by Solatech, are never backed up.
  • Users do not need to exit the software or stop what they are doing in order to for a backup to proceed.


Performing a Restore

Note: Restorations must be done from the computer on which the company database resides;

restorations cannot be done from a local workstation.


There are two situations where you may need to restore a backup. The first is when you have lost the company database altogether, for example you have a new computer or hard drive. The other

is when you have a working company but you just need to roll-back the data.


Restoring when you have nothing to start with

  1. In order to restore you must first create an empty company. The data in the empty company will be replaced with that from the backup. The restore process cannot create a company automatically.
  2. Run SalesPRO.
  3. From the File menu, click New Company.
  4. Enter the company name.
  5. Click OK to create the new company.
  6. Once the company has been created and you have logged in you can proceed with the restore.
  7. Click on the Solatech icon in the upper left hand corner of your software.
  8. Select Manage this company>Restore this company.
  9. Select the file that contains the backup.
  10. Select the specific data that you want to restore.  In the case of a complete restore, choose all items.  Otherwise, choose the specific items you wish to restore. 
  11. Click Start



Restoring when you already have a valid company (a roll-back)

  1. Run SalesPRO.
  2. If not already open, open the company that you want to roll back.
  3. Click on the Solatech icon in the upper left hand corner of the software.
  4. Select Manage this company>Restore this company.
  5. Select the file that contains the backup.
  6. Next select the specific data that you want to restore.
  7. Click Start.


A few notes on restoring

  • Data in the company database cannot be recovered once it's replaced with a backup.
  • Files such as products or reports that you have created are not restored if they already exist. If you need to recover a product or report you should move the current file to another folder prior to starting the restore.


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Applies to:

  • SalesPRO Software