“Restore” is a powerful tool that allows you to restore the data from a previous backup. This utility must be used carefully—if a backup from two years ago is restored, then all the data keyed in after that date will be lost! To help avoid issues like this, only those logged in as the System Administrator are able to restore a backup.
After a successful restore, Shepherd’s Staff creates a database that contains all the data from before the restore. The database will be in a file named OLDCPHDB.MDB and can be found in the same folder as your original database. If you do a restore by accident, you can revert to the database inside the file OLDCPHDB.MDB, and all your data will still be intact.
- Close out of all modules in Shepherd’s Staff, make sure you are on the Shepherd’s Staff Central Window
- Select “Tools” at the top of the window.
- Choose Backup and Restore, and then choose “Database”.
- The "Database to restore" field will show you the name of your current database that you will be overwriting with the backup that you restore.
- The "Restore from Backup History table" field shows you a list of recent backups made on the database you have loaded. You can select the backup you want to restore from on this list, and the backup file itself, if is able to be accessed by the computer you're using, will appear in the "Restore from backup file" field. If you would like to clear the list of recent backups (note, that this does not delete the backup files, just the list shown in this field), click the "Clean up history" button, and then you can select individual backups to remove from this list or backups from the last 1-5 years, or all backup files.
- The "Restore from backup file" field shows you what backup file you have selected to restore. Clicking the folder icon to the right of this field will open a file explorer window where you can navigate to and select the backup file you want to restore.
- There are a few checkboxes for different items:
- Restore database - This box must remain checked for you to successfully restore a backup file. This will restore the entire database from your backup file
- Restore finance only - When checked, instead of restoring the whole database like the option above, this restores only the finance module from the backup file you selected. You should uncheck the "Restore database box" when using this option.
- Restore photos and attachments - This box, when checked, will let you restore your backup of your photos and attachements. This must be done separately of a database restore, and will use a .PTS file instead of a .CTS file.
- Click the "Restore" button.