Navigation:  Installation Guide for PaperSave for Blackbaud CRM > Appendix > PaperSave Database Backup & Restore

PaperSave Database Backup

 

PaperSave6.0+ stores all its document content, metadata, and configurations exclusively within the PaperSave database. Prior versions of PaperSave allowed for content to be stored within SharePoint Document Libraries. If you are an existing PaperSave Customer with a version that is older than 6.0 and are storing your Content within SharePoint  (If you are using PaperSave’s integration with SharePoint then you probably are) then that content will need to be moved back to PaperSave’s SQL Server Database prior to your update to 6.0. The instructions and guidance for doing so can be found in the knowledge base article. Click here to get directed to Knowledge Base Article.

 

You need to follow below given steps to take PaperSave Database Backup:

 

1. Open Microsoft SQL Server and enter appropriate credentials to connect to SQL Server.

 

2. Then expand Databases tree node. Select PaperSave Database and right click on it.

 

3. As you will right click on PaperSave Database, you will be able to view different options. Select Tasks>> Select Back Up option.

 

4. Back Up Database window will open. In the Database list box, verify the name of the Database.

 

5. We recommend you to perform database backup for FULL recovery model. Enter the appropriate name of the backup file.

 

6. Add the backup location under Destination panel.

 

7. Then click OK to start the backup.

 

This is how you can take PaperSave Database Backup.

 

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PaperSave Database Restore

 

You need to follow below given steps to restore PaperSave Database:

 

 

1. Before you start restoring the PaperSave Database, you need to stop the below mentioned services. To open Services window, Go to Start Menu>> Select Administrative Tools>> Select Services option Or the other way to open Services window is just write "services.msc" in the Run window.

 

 

 

 

 

 

2. Open Microsoft SQL Server and enter appropriate credentials to connect to SQL Server.

 

3. Then expand Databases tree node. Select PaperSave Database and right click on it.

 

4. As you will right click on PaperSave Database, you will be able to view different options. Select Tasks>> Select Restore>> Select Database option.

 

5. Restore Database window will open. Select specific date and time by clicking Ellipsis icon. Point in time restore window will open. Make the necessary selection and click OK.

 

6. Thereafter, you need to specify the source and location of backup sets to restore. Select From Device radio button. Then click Ellipsis icon to open Specify Backup window. Then click Add button. Locate Backup File window will open. Select the Backup file from the appropriate location and click OK.

 

7. Selected Backup location will be displayed in the grid. You need to select the Options section then under Restore Options panel, select Overwrite the existing database radio button.

 

8. You are also allowed to restore the database to a new location by specifying a new restore destination for each file in "Restore the Database files as" grid.

 

9. Then click OK.

 

 

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