3602 Restoring PointCentral data from a backup

This article describes the process to restore PointCentral data files and the PDS SQL database from a backup. For instructions to perform a backup, refer to article 3610 PointCentral data backup.

Prerequisite: PointCentral and SQL must be installed on the server.

Restoring loans and templates from a backup

This process is usually performed when restoring data after a server crash.

Caution: This process will overwrite all existing data files and templates with the data from the backup.

  1. Open the location where you stored the backup copy of the filesync folder.
  2. Copy the following folders to …Program Files (x86)\Calyx Software\PointCentral\filesync on the server :
    • CardexImport
    • CustomFields
    • DataFolders
    • TemplateSets
  3. Select Yes to overwrite the existing folders with the folders from the backup.
  4. Resync the data fields from the PointCentral administration site. Refer to article 3202 Full Forced Synchronization of PointCentral data fields.

 

Restoring missing files

This process is usually performed when a user cannot locate or has deleted a borrower or template file.

For example, if you are restoring a Point data file: open the data folder in the Data Folders folder or if you are restoring a template file: open the appropriate template set within the Template Sets folder.

  1. Open the location where you stored the backup copy of the filesync folder.
  2. Open the folder in the filesync directory that contained the file you are restoring.  
  3. Copy the missing file from the backup folder to the same location in …Program Files (x86)\Calyx Software\PointCentral\filesync.
  4. Have the Point user close and re-open Point.

 

Restoring the PointCentral SQL database from a backup

Prerequisite: PointCentral and SQL must be installed on the server before you can restore the PDS SQL database.

Important: When restoring the PDS SQL database from a backup, the server directory path must match the root directory path for data folders and template sets exactly. 

For example, if all data folders are located in N:\Program Files (x86)\Calyx Software\PointCentral\filesync, the new server must store the data in the same local drive and directories.

1. Stop IIS and CalyxPDSFileSync. 
2. Go to Start > Run on the PointCentral server.
3. Enter cmd in the Open field and click OK.
    1. Enter iisreset /stop at the command prompt to stop the PointCentral admin and service.
    2. Enter net stop CalyxPDSFileSync at the command prompt to stop PointCentral FileSync.

4. When the database is successfully restored, the following message is displayed:

Attention: The current PointCentral database is overwritten with the data in the PointCentral database backup file. It’s important when restoring the PDS SQL database from a backup for the server directory path to match the root directory path for data folders and template sets exactly.

 

For example, if all data folders are located at N:\Program Files (x86)\Calyx Software\PointCentral\filesync then the new server must store the data in the same local drive and directories.

 

Attention: If your backup is not current, you will restore old data. Therefore, we recommend that you perform regular backups to ensure minimal loss of data when a backup is restored. For example:

  • You backed up PointCentral SQL database on 6/22/2016.
  • On 6/24/2016, you created 100 users and 20 user groups.
  • On 6/26/2016, your SQL server crashes.
  • On 6/27/2016 you purchased a new computer to host your SQL Server database. You use the backup file from 6/22/2016 to restore your PointCentral SQL database.

In this scenario, any new or updated data after the backup was performed on 6/26/2016 is not restored, requiring you to re-create the users and user groups created on 6/24/2016.