The following explains how to restore a training database from the live database, however the process is the same for restoring any database.
Having a training copy of the database is a great way to train new staff and test out ideas before doing them in the live database. Restoring the live database to a training one is a two-step process:
▪Back up the current database.
▪Restore to a training database.
Back up the current database
▪Log on to the Jim2 Server Console. It is usually found in the Jim2 or Jim2 Server directory on the Jim2 Server machine, or from the Start menu under Happen.
▪To authenticate when logging on, use the user sa and password as set up when SQL Server was installed.
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Happen Business does not store this sa username and password. These need to be stored safely by your company IT department. |
▪After logging on, go to the Backup tab.
▪Choose the live database from the database drop down list – in this case, Demo_Training.
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Note: if Add Date at end of the file name is not ticked, the backup will replace any backup within the folder that has the same name. |
▪Choose where to save the file in the Backup To: field – it is recommended the Windows desktop in this case. Select the yellow folder icon and select Desktop.
▪Click Backup. When the backup is finished, the console will advise in the lower left-hand corner:
Restore to a Training Database
Prior to restoring, stop Jes first via the Jim2 Configuration Manager.
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If restoring an accounts only backup, the database update program prior to launching the restored database. |
▪Go to the Restore tab.
▪In the Database field, name the training database – in this case Demo_Training.
▪In the From field, find the backup just completed. Select the yellow folder, go to the desktop and choose the file just backed up.
▪Tick Restore over existing database. Most likely, there will already be a training database, and this will restore this new database in its place.
▪When ready, click Restore. A confirmation message will appear. Ensure everything is correct, and click Yes.
▪When the restore is complete, the console will advise in the lower left-hand corner:
▪Exit the Jim2 Server Console.
▪Restart Jes.
The live database has now been copied to the training database. Log on to Jim2 and pick the Training database. The username and password are the same as the live database.
Restore Accounts Database Only
1.Create a copy of the full backup file by navigating to the backup folder, highlighting the file, right click and select copy, then right click and paste.
2.Open the backup file and delete the #Doc database.
3.Restore to training as normal (see above). The existing documents database will still be there.
4.If this is a new restore, run the Jim2 DBUpdate, tick this new database only and update.
Further information