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QB 4.99 - 15.05.04 Database Maintenance - Backup and Restore

Reference Number: AA-04053 Views: 297 Created: 11/19/2019 10:15 am Last Updated: 04/23/2021 12:20 pm 0 Rating/ Voters
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Backing up a database creates a copy of your database, providing a 'fall-back' if something happens to the current/working database. During backup, the program makes a copy of the selected database and stores it in the designated folder (by default "C:\OCS Documents\Quick Bid\Backup" but this can be changed here: Tools > Options > Folders - Backup Folder.

This applies to Microsoft Access databases only; to back-up Microsoft SQL databases, contact your SQL-Server Administrator. On Center's products cannot backup SQL databases.

Warning
Never work in any database located in the Backup folder - you will lose your work when the program backups databases into this folder.

Backing up a Database - On-Demand

Click File > Open - the Open Database dialog box displays

Highlight the database to back-up and click the Backup button - a confirmation displays when the back-up is complete

Note
A shortcut to backing up a database is to right-click on the database on the Bids Tab and select Backup. Manually backing up a database does not interrupt Automatic Backups (explained below).

Setting up Automatic Backups

Click File > Open - the Open Databases dialog box displays

Select the appropriate database click Properties - the Database Properties (Access) dialog box displays

In the Auto Backup field, select the frequency of your backups (default is once a week) and the number of backup copies to keep (default is 2). By default, the program creates two backups of the database named "<database>1.mdb" and "<database>2.mdb."  These backups are overwritten in order (for example, if # of backups is set to  2, the 3rd time the routine runs, the first back-up is overwritten).

The Automatic Back-up routine runs when the application is closed, any open databases are backed-up based on their Auto back-up settings.

Safeguarding Backups

By default, all backups are stored in a subfolder of "OCS Documents\OST (or Quick Bid)" named "Backup". Work with your IT department to determine the best location for Backup storage. 

You can even use a "Cloud Drive" for backups, see Related articles. On Center Software recommends storing backups on a drive other than the local hard drive, if possible, to prevent accidental use of a back-up for performing work.

Restoring a Database

If something happens to the working copy of a database and it cannot be opened, the database exhibits unwanted behavior, or you permanently delete something you need, and you need to restore a previous version of your database, follow the steps below:

First, determine where your database backups are being stored click Tools > Options > Folders and note the "Backup Folder"

Using Windows Explorer, navigate to that folder and locate the most recent backup copy of the database (by date)

Right-click and Copy this file, then navigate to the default database folder (usually C:\OCS Documents\Quick Bid)

Right-click and Paste the file to that folder

Open the database (see previous articles). Run a Compact and Repair (above) and verify Backup settings before using this database.

This is a completely new and unique copy of the initial database. Backups of this copy will have different names and will not overwrite backups of the previous database. Now either use this database or start a new database and synchronize/copy Bids as necessary.

Database Maintenance - Synchronizing DatabasesSecuring Your Databases (using Access Levels to Restrict What Users Can Do)



Product documentation (user guides) describes functionality in the latest version of each major release and may not match the functionality in the version you are using. Please check the Product Information and Downloads pages by clicking one of the product buttons above.

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