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Restoring databases

Backing up databases

You use the Backup 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.

If you plan to save the backup folder to a remote location, make sure you have access to the server.

To back up databases:

  1. On the ribbon in the Estimating Management Console, click the [Tools] button.
  2. In the navigation pane, click Backup.

  3. After verifying that no users are working with the databases you are going to back up, select the Exclusive access confirmed checkbox on the Back up Databases tab.

    Estimating Management Console displays all your Sage Estimating standard and estimate databases in the table.

  4. In the grid, select the databases you want to back up.

    Tips:

    • You can use the filter Filter icon icon in any column header to filter the databases in the grid to match criteria that you specify for that column.
    • You can use the sort Sort icon icon in a column header to sort the databases in the grid in ascending or descending order by that column.
    • Use the [Select All] or [Clear All] buttons if you want to select or to clear the all the databases in the list.

  5. In the Select the location to save the backup folder, enter the path to the parent folder where the backup folder will be placed.

    Important! If your computer is pointing to a backup location on a remote server, you need to type the path with respect to the remote machine, not your local computer. For example, C:\users\public\sage\estimating\backup would be the C drive of the remote server.

    Tip: It is a good idea to use a consistent location to store backup folders for easier retrieval, later.

  6. Click [Back Up].