Restoring a Backup
Consider the following before restoring a database backup:
- When you restore a backup, it completely replaces the current database with the backup version. Be certain this is what you want to do before starting a backup. Any data added or changed between the time the backup was made and the time when you restore the backup will be lost.
- If your PolicyTech site is hosted by NAVEX Global, you can have both manual backups created with the Back Up Database feature in PolicyTech and nightly SQL Server® backups created automatically by NAVEX Global. The Restore Backup feature is for restoring manual backups. If you need to restore a nightly backup, contact Client Support at 888-359-8123 (toll-free in the U.S. and Canada) or 208-359-8123.
- To restore a backup that you've downloaded to a local drive, you must upload it back into PolicyTech first. See Managing Backups.
To restore a backup:
- Click PREFERENCES.
- Click System / IT Settings, and then click Database Manager.
- (Optional but recommended) Back up the database in its current state before restoring an older backup. Click Back Up Database, and then click OK. When the backup is finished, click Close.
- Click Restore Backup.
- For the backup you want to restore, click
, click Yes to confirm , and then click Yes again to clear the message recommending a database backup.
As the restoration is in process, you'll see a window similar to the following:
- When the database is completely restored, the login window is displayed. Log in as you normally would.
Note: If the backup was created using a previous PolicyTech software version, once the restore is completed you'll see another progress bar while the database is upgraded to the current version.
Screenshot...
