Restoring client data

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Use the Restore dialog to restore client data from removable media, from a backup location on the hard drive, or from FileCabinet CS (if licensed) to the active location on the hard drive. You can restore data for one client at a time or for multiple clients at once. However, if you are restoring from FileCabinet CS, you can only restore one client at a time. When you restore data for a client, all of the client's current-year data is restored.

Notes

To restore client data, perform the following steps.

  1. If the client data is archived on removable media, insert the removable media into the appropriate drive.
  2. Choose File > Restore.
  3. Fixed Assets CS defaults to looking for client data in Windows format on the C drive. If the client data you want to restore is in FileCabinet CS then the Clients Not Found dialog will appear. In this case, click the FileCabinet CS option, and then click the Continue button to open the Restore dialog. From this dialog, you can select the clients whose data you want to restore from FileCabinet CS. Notice that the Clients with backups in FileCabinet CS checkbox is already marked. This checkbox is available only if you are licensed for FileCabinet CS and have selected Clients from the drop-down list in the upper-left corner of the Restore dialog.
  4. Verify that the correct data location appears in the Data location field. (This field is available only if your firm has set up multiple data locations.)
  5. Verify that Clients is selected in the Clients, Custom Methods, Custom Reports, or System Settings field in the upper-left corner of the Restore dialog.
  6. All clients who meet the criteria designated in the Focus client listing group box at the bottom of the dialog appear in the Available pane. Highlight the clients whose data you want to restore and click the Select button. The clients you have chosen move to the Selected pane. To remove a client from the restore list, highlight the client in the right pane and click the Remove button.

    Note: If you are restoring client data from FileCabinet CS, you can only restore one client at a time.

  7. Click the Restore or Continue button. (The Restore button becomes the Continue button if you are restoring data from FileCabinet CS.)
  8. If restoring data from FileCabinet CS: The Restore Client from FileCabinet CS dialog appears. Use this dialog to select the data version to restore. By default, the most recent version listed is selected. Each backup is designated by the day, date, and time it was created, as well as who made the backup. Mark the checkbox to select the version you want to restore, and then click the Restore button.
  9. If the client already exists on the destination drive, Fixed Assets CS asks if you want to overwrite the existing client data. Click the appropriate button for your response.
  10. After the restore is complete, click Done.

Tips

  • Click the words "Client ID" or "Name" or "Entity" in the title bar of either list pane to sort the list by that characteristic.
  • Use the Focus listing group box at the bottom of this dialog to limit the clients who appear in the client listing by entity type.
  • If you are searching several CDs for a particular client's backup data, follow the above procedure for the first CD. If the client's data is not on that CD, insert the second CD and click the Refresh button. Fixed Assets CS checks the second CD for clients to restore and rebuilds the client list accordingly.
  • When the Clients with backups in FileCabinet CS checkbox is marked, all other fields in the Focus listing and Backup data group boxes are not available because they do not apply for this process.
  • If you are restoring a FileCabinet CS backup, use the FileCabinet CS drop-down list to specify the location of the FileCabinet CS backup data.

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