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Backing Up your CORE PC Data
The database that CORE PC uses to store and retrieve its data can be hosted on a dedicated SQL Server managed by your IT department, or on a workstation that is connected to your office network. Backing up your data is an essential part of using CORE PC as the workstation / server that is hosting your CORE PC data might suffer a failure of some kind, and you may loose your CORE PC data if it has not been backed up.
If your data is hosted on an SQL Server maintained by your IT department, you should make sure that they have taken the necessary steps to ensure that your data is automatically backup up. For more information on using CORE PC with a dedicated SQL Server, please refer to CORE PC V2 Client Server Configuration.
If your data is hosted on a workstation connected to your office network, you will need to manually backup your CORE PC Data. The process for backing up CORE PC Data involves creating a CORE PC Backup file, which you should store on a removable media (e.g. a USB memory stick) or a network drive. There is no point in saving your CORE PC backup file to the hard disk on same machine that is hosting the database. The reason being in the event of fire / flood / machine failure, then you will have lost your data and the backup file.
Data should really be manually backed up at the end of any day when the CORE PC software has been used for entering data.
Creating a CORE PC Backup File from the workstation that is hosting the CORE PC Database
1. Identify the workstation where your CORE PC Data is stored.
The workstation that stores the CORE PC Data (the "Server") can be identified by observing the splash screen when CORE PC is first opened:
The above example shows "Server: (local)". This indicates that the data is stored on the workstation on which CORE PC has been opened. This will usually be the case when CORE PC is installed on a single workstation.
The above example shows "Server: MIKE1". This indicates that the data is stored on a workstation named "MIKE1". To work out which workstation is called "MIKE1", click on the "My Computer" icon with the right-hand mouse button, and go to "Properties". Click on the "Computer Name" tab and the name of the workstation will be displayed under "Full computer name".
If you think you have located the "Server" workstation, try opening CORE PC on that workstation, and it will show "Server: (local)" when CORE PC is opened. If you cannot find the "Server" workstation, ask your IT department to identify the workstation for you.
2. Create a Backup file of you CORE PC data.
Having identified the "Server" workstation, the next step is to create a Backup File of your CORE PC data:
- a. Open CORE PC and log in as "admin".
- b. Go to the "Tools" menu and select "Backup". NOTE: If you are using CORE PC Version 2.56 or later Go to the "Admin" menu and select "Backup".
- c. Choose a location to save the CORE PC Backup File (save the CORE PC Backup file onto a removable media / network drive).
- d. Click on "Save" to save the CORE PC Backup File.
- e. CORE PC will display "Compact and backup complete!" when the CORE PC Backup File has been created.
Please note (1):
If you receive an error that says "cannot create output file" when you try to create a CORE PC Backup File, you will need to contact your IT department. This problem usually arises if your IT department have not given you sufficient permissions to create / modify files in the following locations:
"C:\Program Files\Microsoft SQL Server\MSSQL"
Alternatively if you are running on Vista or Windows 7 may need to adjust SQL Server permissions to allow you to perform manual backups. To do this click Start > Programs > Microsoft SQL Server 2005\Configuration Tools > SQL Server Configuration Manager. In the left hand window click: SQl Server 2005 Services.Then in the right hand window double click "SQL Server (express)". On the properties window that opens set SQL to log on as: "Local System Account". Click OK. Close the SQL Server Configuration Manager.