Restoring a database using Microsoft SQL Server Management Studio Express

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Installing SQL Server Management Studio

To install Microsoft SQL Server Management Studio, also known as SSMS, visit microsoft.com External link . (What's this?)

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On Microsoft's website, search for "Microsoft SQL Server Management Studio" to find a list of available downloads. The version of SSMS installed must match the version of SQL your Practice CS instance is installed to (e.g., if you use SQL 2014 for Practice CS, install SSMS 2014).

If you need assistance with installing SSMS, please contact a qualified IT professional. CS Professional Support is unable to assist with this installation.

Restoring a database

If you choose to restore a firm database over an existing one, you will overwrite data for all clients included within that database. To restore to a new firm database, you need to open Practice CS and create a new firm. See Creating a new firm database for instructions. 

  1. Ensure that all users have closed Practice CS.
  2. Launch SQL Server Management Studio by choosing Start > All Programs > Microsoft SQL Server [version] > SQL Server Management Studio.
  3. In the Server name field of the Connect to Server dialog, select the SQL server (for example, [SERVER_NAME]\CREATIVESOLUTION) where the databases reside, and click the Connect button.
  4. Expand the Databases folder in the Object Explorer pane.

    Note: If you are not restoring over a database, right-click the Databases folder and choose Restore Database.

  5. Right-click the PCS database you wish to restore to (CSP_[firmid]_[firm database name]), and then choose Tasks > Restore > Database from the context menu.
  6. In the Restore Database dialog, verify the PCS database (CSP_[firm id]_[firm database name]) is selected in the To database field.
  7. Click the From device option in the Source for Restore section and click the Ellipsis button button next to that field.
  8. In the Specify Backup dialog, click the Add button, browse to the location of the database that you want to restore, select the backup file, and click OK.

    Note: If your database backup file is not listed in the folder, select All Files(*) from the Files of type field. Valid database file extensions include .bdf or .bak.

  9. Mark the checkbox in the Restore column next to the database file to be restored.
  10. Select the Options page and mark the Overwrite the existing database (WITH REPLACE) checkbox.
  11. Click OK to restore the database.
  12. When the database file has been restored successfully, click OK.

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