Restoring data from a backup into applications in Virtual Office CS or SaaS

Alerts and notices
Leave feedback

Internal Employees: Submit feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.


Characters left:

To restore data into most applications that run in the Virtual Office CS environment, follow these steps. You can also follow these steps to restore Microsoft Outlook email settings for NetStaff CS users.

If your firm set up multiple data locations for client data, please contact our Web Services Support team for assistance with restoring data.

Notes

  • When you restore Microsoft Outlook email settings, NetFirm CS restores the user’s Outlook.key file. You should restore this file only if the user received a prompt about walking through the Outlook setup process. You cannot restore a user’s PST file by following these steps. For more information, contact CS Support.
  • You cannot restore data for the following applications through NetFirm CS: Accounting CS, Financial Analysis CS, Practice CS, and ToolBox CS. Microsoft Office documents and data stored on the Archive (W) drive cannot be restored though this process. To restore client data into these applications, contact CS Support.
  • NetClient CS data such as FileExchange or Document presentation cannot be restored from a backup.
  • You might find that older backups of data from CS Professional Suite applications are not available to restore through NetFirm CS. To restore older data, contact CS Support.
  1. Verify that no one is working with the client data you will restore.
  2. In the Admin tab of the navigation pane, click the Restore Data link in the Utilities section.

    Note: If you don’t see this link, you don’t have access to this area.

  3. In the Data Type section, select Virtual Office CS.
  4. In the Virtual Office CS Application section, select the application into which you will restore data.
  5. In the Client section, do one of the following.
    • If you selected a CS Professional Suite application in the previous step, select the client whose data you will restore.
    • If you chose Microsoft Outlook Email Settings in the previous step, select the NetStaff CS user for whom you will restore default Outlook settings.
  6. Click the appropriate option.
    Option Description
    Most Recent Select this option to restore the most recent data backup for the client or to restore email settings.
    Specific Date Opens a calendar in which you can select the date from which you will restore client data. opens. Use the calendar to select the date from which you will restore client data or email settings.
    Undo Last Restore

    Select this option to undo the last restore of the client data or to undo the last restore of email settings.

    Note: This option is available only if you recently restored client data or email settings.

  7. Click Enter.

Note: If you restored a client or drawer that was deleted, then the client list will need to be restored in Help > Repair.

Related topics

Internal notes


Virtual Client Office (VCO) Data for FileCabinet CS, Microsoft Office or Microsoft Outlook .pst files can only be restored by CitrixPortalTech (CPT). Complete the Template for Restoring Data Backups on VO/SaaS or CBS ASP to email the request to CitrixPortalTech. If you're using Internet Explorer, use this template.

For information on time-frame expectations, see Internal: Setting Proper Time-Frame Expectations for Web Services.

Share This