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This topic is contained in the PDXpert help file: select Contents from the application's Help menu.

Restore data from a backup

You can restore a database and related library files from a previous backup. You may need to do this if you're recovering from a computer failure or moving PDXpert to a new server. You may also want to restore a previous database if, for instance, you've been experimenting with various configuration options, and want to return to a previous configuration.

All work in the current database, as well as all library files, will be completely and permanently overwritten by the restored data. If you restore a database that's 2 months old, all of your data from the past two months will be lost. Consider whether you should back up the currently-active database and library before restoring another.

Ensure that all users are logged out of the PDXpert client application before the database is restored.

Microsoft SQL Server requires you to restore the database from a local drive. The operation will fail if you select a mapped network drive for this operation. If necessary, move the file to a local drive before restoring it.

Microsoft SQL Server databases are not fully interchangeable. A database backup can only be restored into the same, or higher, SQL instance. For example, SQL Server 2008 (version 10.0) can restore a 10.0 database, as well as upgrade an older SQL Server 2005 (9.0) database. It can't "downgrade" a higher-level database backup (SQL 2008 R2 / 10.5).

  1. Click on the Manage tab.

  2. In the System changes area, click the Restore From Backup... button to open the Restore From Backup dialog. Navigate to the location where your database backup file is saved, select the correct backup file, and click the Open button to immediately load the database file into the server. A new database index will be created, and a large database may take a while to re-index.

    If the database was saved by an older release of PDXpert, then it will automatically be upgraded to the current schema. After this upgrade process is executed, future backup files will not be compatible with an older PDXpert system.

  3. If you restored a PDXpert backup without the library files (the backup file has a .BAK file extension), after the restore process is finished copy your saved library files into the Library folder.

    Ensure that the database and library files are restored as the set that was created at a particular date and time.

    The library files should be restored to the \Library subfolder of the data directory path shown on the Manage tab.

  4. Verify that the restore operation was successful by logging into the PDXpert client application. Wait until the database objects have been indexed (Tools | Index Status...). Search for an item that has a file attachment, and view or copy the attachment. If you can open the part or document, but can't open the file attachment, then the Library has not been restored to the correct location.

    If the restored database contains an expired license, your PDXpert client will request a current software license key.

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Help topics describe the most current PDXpert PLM software release, and may differ from earlier releases.