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Back up and restore

Restore the firm database using Microsoft SQL Server Management Studio

Practice CS, FileCabinet CS, Accounting CS, and Workpapers CS data for all of your clients is stored in a single SQL database. Therefore, when you use Microsoft SQL Server Management Studio Express to restore client data, the application restores data for all clients in the database. The likelihood of data for a single client becoming corrupt is very low; therefore, backing up and restoring data for clients individually would be an ineffective defense against data corruption, hardware failure, or a similar scenario.
In most cases, you wouldn’t need to use the following restore procedures. However, if the situation arises, you can follow these steps to install the Microsoft SQL Server Management Studio Express application and restore your firm's data from there.
If you're using one of these applications in Virtual Office or Software as a Service (SaaS), contact Support to ask for a database restore.
note
  • FileCabinet CS only:
    We recommend that you make a SQL backup from within FileCabinet CS rather than using SQL Server Management Studio. While it's possible to back up and restore this data, it can result in authentication issues.
  • Accounting CS and Workpapers CS:
     You can use Microsoft SQL Server Management Studio to restore the entire firm database, but not data for a single client. You can use the Client Data Management Utility to back up and restore individual clients.
  • If you are working in a Windows 10 environment, we recommend that you install SQL Server 2016 or later. For details, go to support.microsoft.com/en-us/kb/2681562.
  • If you need assistance with installing Microsoft SQL Management Studio, contact a qualified IT professional. Our Technical Support team is unable to help with this installation.
  1. Go to Microsoft's website and select Download SQL Server Management Studio [version].
  2. Double-click the downloaded file to begin the installation.
  3. Make sure that everyone has closed CS Professional Suite applications.
  4. Open SQL Server Management Studio.
  5. In the
    Server name
     field in the
    Connect to Server
     window, select the SQL server where the database resides.
  6. Select
    Connect
    .
  7. In the
    Object Explorer
     pane, expand the Databases folder.
    note
    If you are not restoring over an existing database, right-click the Databases folder and select
    Restore Database
    .
  8. Right-click the CS Professional Suite database (for example, ACS_XXX_FIRM or CSP_XXX_[database name]) and then select
    Tasks > Restore > Database
    .
  9. In the
    Restore Database
     window, make sure the correct database appears in the
    To database
     field.
  10. In the
    Source for Restore
     section, select
    From device
     and then select the ellipsis button by that field.
  11. In the
    Specify Backup
     window, select
    Add
    , go to the location of the database to restore, select the backup file, and then select
    OK
    .
    note
    • You might need to select
      All Files (*)
       from the
      Files of type
       field. Valid database file extensions include .bdf or .bak.
    • You might need to move the backup file to a local drive location.
  12. Mark the checkbox in the
    Restore
     column next to the database file to restore.
  13. Go to the
    Options
     page and mark the
    Overwrite the existing database (WITH REPLACE)
     checkbox.
    important
    Before you continue, double check that you'll be replacing data for all clients when restoring the entire database.
  14. Select
    OK
     to restore the database.

This article applies to:

  • Product: Accounting CS
  • Subject: SQL

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