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Backup and Restore

Backup and Restore

 

IMPORTANT!   It is impossible to overstate the importance of making regular backups of your data. It is so important that Aeris Basic makes it almost impossible for you to not make a backup.

 

Aeris Basic makes it simple to backup your data and the easiest way to do it is by clicking one of the two backup toolbar buttons.

 

Click this button to create a Quick Backup

Click this button to create an Offline Backup

In the Aeris main program, you can also make a backup from the File menu by choosing Quick Backup or Offline Backup. Restoring from a backup can be done only from the menu:

 

        File > Restore Backup > Restore Offline Backup

        File > Restore Backup > Restore Quick Backup

 

Both backup and restore options are available in the Administrator Utility in case, for whatever reason, you cannot get into the main program.

 

Quick Backup

It's called Quick Backup because when you click the button, it starts backing up with no more user involvement. Quick Backup backs up all of your practices (except the sample practice), and, optionally, your global data to a folder on your local hard drive. The option to include global data is in your Program Preferences.

 

Also in the program preferences is a setting that determines how many Quick Backups the program will maintain. You can select a value between 4 and 9. The first Quick Backup will use number 1, the second, number 2, etc. up to the number you select. When the last number is used, it will cycle back to number 1.

 

Each practice and the global data, if included, is compressed and backed up to a separate data file file with a descriptive name and the extension .bzp.

 

Offline Backup

The Offline Backup is used to make a backup on some removable medium, such as a flash drive, that you can keep somewhere safe and not in the same location as your computer. Keeping the backup in a different location protects you in case of a disaster such as a fire. When you select an Offline Backup, you select the data you want to backup on the following screen.

 

 

You will see a list of your practices and your global data. To back up everything, you must make at least two Offline Backups, one for your practice data and one for the global data. Each backup is stored in a file with a descriptive name and the extension .bzp.

 

Automatic Backup

Backups are so critical that Aeris will make a backup for you if you don't do it for yourself. When you close the program, it checks the dates of your last backups. If it's been more than two days since your last offline backup the program will show you a big, ugly warning screen giving you the opportunity to make a backup.

 

 

If you elect not to make either a Quick or Offline Backup, Aeris will make an Automatic Backup.

 

The Automatic Backup is just like a Quick Backup with two exceptions. One is that the backup files start with "Auto Backup" rather than just "Backup." The other is that the program maintains a rotation of nine Automatic Backups that than a user selected number of 4 to 9 for Quick Backups.

 

Restore Quick Backup

When you restore from a Quick Backup or Automatic Backup, you first select the data to restore. The sample screen below shows both backup types for two practices and global data. The most recent backups are shown at the top.

 

 

When you select a backup to restore, the program will be given a confirmation screen asking you to confirm that you will be overwriting your existing data files with those in the backup.

 

Restore Offline Backup

When you restore an Offline Backup, you are presented with a standard Windows file selection screen. It is opened at the location of the last Offline Backup you made and you can navigate to any other location. When you select a backup to restore, you will see a confirmation screen where the program will ask you to confirm that you will be overwriting your existing data files with those in the backup.