Backup and restore of client data

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

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.