startBackup and restore of client data
How To

Backup and restore of client data

CCH Audit Automation
Last update: Reading time 2 minutes
Backup And Restore
    This covers how to backup and restore client data on CCH Audit Automation.

    Backup

    To back up a client, proceed as follows:

    1. Select the [Actions] button from the File menu of the Main window and select Copy pack from the drop-down menu.

    2. The system will display the Copy client dialog, inviting you to pick the code and periods of the audit pack to be backed up.

    3. Click elipsis button (3 dots) and select backup path

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    4. After backing up the client the user will be asked if they would also like to take a backup of any localised master packs that are required to restore the client in a different database.  If you answer Yes the system will take a backup of any practice level master packs linked to the client and display a dialogue with the list of the master packs that have been exported along with the client data, they will be saved in the same location as selected for the client backup.

    Restore

    1. To restore a backed up file click restore from path button and browse to directory where file was backed up and select file so it appears in restore from path field.

    2. Click OK

    Document not found in restore file 

    When using the copy pack routine to restore a client the system will now display a list of any documents that are not included in the zip file that is trying to be restored. To resolve this issue the missing documents should either be deleted or re-attached in the audit file before re-exporting and restoring the file again. The re-attach document option can be found on the right click menu in the User Documents area.

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