Restore dialog

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Use the Restore dialog to restore client data, custom methods, custom reports, or system settings (asset labels, data locations, import maps, or status system events) from removable media or from a backup location.

To open this dialog, choose File > Restore.

Note: If Clients is selected in the Clients, Custom Methods, Custom Reports, or System Settings field at the top of this dialog, the open client (if any) automatically appears in the Selected pane if back up data exists in the Backup location. If you do not want to restore data for the active client, double-click it to remove it from that pane.

Fields & buttons

Use this drop-down list to select the data location to which you want to restore the clients or items. You must add a data location in the Setup > System Configuration > Data Locations tab before you can select it here.

Note: This field is read-only if you have not set up additional data locations.

Select the item you want to restore.

  • Select Clients to restore client data.
  • Select Custom Methods to restore custom methods. If you select Custom Methods, all fields in the Focus client listing group box are not available.
  • Select Custom Reports to restore custom reports. If you select Custom Reports, all fields in the Focus client listing group box are not available.
  • Select System Settings to restore custom asset labels, data locations, import maps, or status system events. If you select System Settings, all fields in the Focus client listing group box are not available.

Lists all items that meet the criteria designated in the Focus client listing group box. Highlight the clients or items you want to restore and click the Select button to move the items to the Selected pane.

Notes

  • Any clients or items already listed in the Selected pane are not listed here.
  • You can sort this list by clicking the Client ID, Name, or Entity column heading at the top of this pane. Double-click a client to select it for this restore procedure.

Lists the items you have selected for restoring.

Tips

  • To remove an item from this list, highlight the item and click the Remove button. The item returns to the Available pane.
  • To sort the client list by client ID, name, or entity type, click the words Client ID, Name, or Entity in the title bar of the list pane.

Focus client listing group box

Mark this checkbox to restrict the list of available clients to only those clients whose data has been backed up to FileCabinet CS.

Note: This checkbox is available only if you are licensed for FileCabinet CS.

Choose the location to which you back up client data in FileCabinet CS.

Note: This field is available only if you are licensed for FileCabinet CS and set up multiple data locations in FileCabinet CS.

If you want, you can limit the clients that are available for selection in this dialog. Clear the checkbox for each type of client that you do not want to include in the list.

Click this button to switch between the most recent custom focus selection and the default selection for the current dialog.

Backup data group box

Displays the drive and folder from which the data will be restored. To change the backup location, click the Change Backup Location button.

Click this button to change the drive or path of the archived data.

If you are restoring data from multiple CDs, click this button after you insert each new CD so the application checks for clients to restore.

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