Back up and Restore a company

In this lesson you will learn about using the Accredo system.
After completing this lesson, you will be able to:

Create a Company Back Up
Create a system customisation back up
Restore a Company
Restore a system customisation

Back Up Company

Open Accredo and select the company from the company list

If you usually backup to the same location, we’d recommend you specify the drive (and folder if backing up to a folder on the drive) and click ‘Save Settings’.

o Select a company

o Click the “Edit” button

o Select a drive or a folder as the default back up location.

o Close the Company Maintenance window

Back to Company List, select company, click on Backup.

Did you know that if you don’t specify a backup file name in the Backup Location field as shown below, when the backup is run (so long as a valid backup location has been specified) Accredo will conveniently name the backup zip file with the Company Name and Date and save it to the drive and\or folder specified in the Backup Location field.

Back up System Customisation

System customisation includes reports, forms, tables and scripts. Take a system customisation in case such reports, forms, tables and scripts are missing or broken.

Note: Back up system customisation doesn’t require Accredo exclusive access

Restore a Company

Before trying to restore a company – check that all users have logged out. With Accredo Open – close the Company List by clicking on the X

Go to File – click on Restore Company

Select the Company from the Dropdown
Find the Backup that you wish to restore from – Backup Location
Tick the Include Subfolders, Force Exclusive and Overwrite Read-only
Click on Restore

Restore a System Customisation