How to Backup xPortalNet Database into .bak File Format

Problem (Issue) Statement:

How to backup xPortalNet database into .bak file format

Description:

A guide to backup xPortalNet software database into .bak file format to be used for restoration in a new PC or for future database restoration.

Related Software:

Related Hardware:

NA

System Application:

xPortalNet Standard Software

Symptom and Finding:

NA

Cause:

For first time backup of xPortalNet database to be used for restoration in a new PC or for future database restoration.

Solution:

Warning!

  • Users are not recommended to run any xPortal software in Windows XP operating system as the system is unstable

  • Users are also advised to stop the xPortal Services before shutting down the Server PC to prevent any missing transaction issues.

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Note

Ensure that all instances of the xPortalNet software (Server & Client) has been closed.

Summary

  • To stop xPortalNet Services.

  • To backup existing xPortalNet database from SQL Server.


Step-by-step Guide:

  • To stop xPortalNet Services: 

Step 1: To close xPortalNet Server & Client if any of the software instances are still running.


Step 2: Right-click the xPortalNet Service icon, click Stop. Wait for the pop-up message indicating that the xPortalNet Service has been stopped.
Right-click xPortalNet Service Icon and Click Stop
Figure 1: Right-click xPortalNet Service Icon and click Stop



xPortalNet Service Pop-up Message
Figure 2: xPortalNet Service Stopped Pop-up Message


  • To backup existing xPortalNet database from SQL Server:

Step 1: Open the SQL Server Management Studio software application.
Open SQL Server Management Studio Software
Figure 3: Open the SQL Server Management Studio Software


Step 2: The following window will be shown. Click Connect.
Connect to Server Window from SQL Server Management Studio Software
Figure 4: Connect to Server Window from SQL Server Management Studio Software

Note

  • If Authentication is selected under SQL Server Authentication, please key-in the User name and Password before clicking Connect.
  • The User Name and Password is created during Microsoft SQL Server 2012 installation. Please refer How to Install Microsoft SQL Server 2012 for the installation step.



Step 3: Expand the Database folder to find the dropdown list.
Expanding the Database Folder
Figure 5: Expanding the Database Folder


Step 4: The 'XPNDB' and 'XPNTR' folder will be shown.
XPNDB and XPNTR Folder under Database Folder
Figure 6: The XPNDB and XPNTR Folder under Database Folder

Note

The list of XPNTR folder may be slightly different for different users. The transaction database is structured based on the monthly transactions pulled up by the software.



Step 5: To back up the database, right click the 'XPNDB' folder >Tasks > Backup.
Backup XPNDB Folder
Figure 7: To Backup XPNDB Folder


Step 6: The Back Up Database - XPNDB window will be shown. Click Remove to remove default backup destination folder location.
Remove Existing Backup Destination Folder Location
Figure 8: Removing Existing Backup Destination Folder Location


Step 7: Please ensure that Back up to 'Disk' checkbox is checked and click Add to add a new backup destination folder location.
Check Back Up to Disk Checkbox and Add New Backup Destination Folder Location
Figure 9: Checking Back Up to Disk and Adding New Backup Destination Folder Location


Step 8: Browse and select the new destination folder location on disk as the backup destination folder location.
Browse for new Backup Destination Folder Location
Figure 10: Browse for the new Backup Destination Folder Location


Step 9: The Locate Database Files window will be shown. Select the location to store the backup database file and set the file name to XPNDB.BAK. Click OK to proceed.
Locate Database Files Window
Figure 11: Locate Database Files Window


Step 10: Confirm the backup destination folder location and click OK to continue.
Select Backup Destination Window
Figure 12: Select Backup Destination Window


Step 11: Next, click OK to start the database backup process.
Starting the Database Backup Process
Figure 13: Starting the Database Backup Process


Step 12: Once the backup process is completed, the following window will be shown. Click OK.
Database Backup Completed Message Window
Figure 14: The Database Backup Completed Message Window


Step 13: The .bak file will be accessible at the specified backup destination folder location.
The Backed-up .bak File in the Specified Location
Figure 15: The Backed-up .bak File


Step 14: Repeat steps 5 to 12 to backup for the Transaction Database (XPNTR) folder under the Database folder in SQL Server Management Studio.

Date Documentation:

9/4/2018 (Rev 1.0)

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