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 moving PDXpert to a new server or recovering from a computer failure. You may also want to restore a previous database if you're experimenting with configuration options or importing legacy data, and want to return to a previous configuration.

The restored backup data completely and permanently overwrites the current database.

  • Restoring a .PDXZ backup file completely and permanently deletes all library files before copying its contents into the \Data\Library\ folder.

  • Restoring a .BAK backup file doesn't delete, change or replace any files contained in the \Data\Library\ folder.

Consider whether you should back up the current database and library before restoring your backup file.

Microsoft recommends restoring a SQL Server database from an internal fixed drive. The operation may fail — possibly without any warning — if you select a compressed, network-mapped, or external volume.

Do not restore a newer backup file into an older Microsoft SQL Server version. A database backup can only be restored into the same, or higher, SQL Server version.

For example, SQL Server 2016 (version 13.0) can accept a 13.0 database, as well as upgrade an older SQL Server 2014 (12.0) database. It can't use a higher-level database backup from SQL Server 2019 (15.0).

Do not restore a higher backup file into an older PDXpert Server release. A backup can be restored only into the same, or higher, PDXpert release.

For example, a PDXpert server 13.0.2600.5 can restore a 13.0.2600.5 backup file, and can upgrade an older 11.2.31270.3 backup file. A PDXpert server 13.0.2600.5 doesn't accept higher backups from, say, release 14.0.3000.6. Refer to PDXpert's release notes for further compatibility details.

Ensure that all users have closed their PDXpert client application. All client connections are closed when the backup file is restored.

Do not add files to the server's \Data\ folder or its subfolders. Unrecognized files may interfere with proper operation or may be deleted without warning.

To use the restored data, your software license key must allow the installed PDXpert release. A software license purchased as a subscription must be current. If your software license key is for a perpetual license, then the key must have an expiration date after the PDXpert software release date.

On the PDXpert Application Server window:

  1. Click on Manage.

  2. If the database and file attachments were saved using the default backup format Database with Library (*.pdxz), then skip this step and go to the next step.

    If the database and file attachments were saved separately using the alternative backup format Database without Library (*.bak), then:

    1. On the PDXpert Server, click the Reset System button to clear the previous database and all files contained in the \Library subfolder. See the Reset the database and library help topic.

    2. Copy your saved library files into the empty data directory path's \Library subfolder.

      Ensure that the copied library files match the date and time of the database backup.

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

    If the database was saved by an older release of PDXpert, then the database is automatically upgraded to the current schema. After upgrading, the database cannot be used with the older release.

  4. Make sure that the restored system is accurate, consistent, and correct.

    • Accurate: The restored system—parts, documents, change forms, collections, etc.—contains exactly what you expect and is not, for example, an older backup.

    • Consistent: The database items refer to the matching set of library file attachments.

    • Correct: The right software license key is loaded, users can log into the client, and items can be searched, found and opened.

    1. Log into the PDXpert client application.

      Your PDXpert client may request a valid software license key that lets the installed PDXpert release use the restored data.

    2. Wait until all items are indexed (Tools ➔ Index Status...).

    3. Search for an item with a file attachment that was saved just before the backup. View or copy the attachment to confirm its content.

      If you can open the item record, but can't confirm its file attachment, then the library files have not been restored to the correct location or are inconsistent with the database.

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