Backing up and moving WinTOTAL with Vault
This document outlines the process moving WinTOTAL Aurora with Vault to a new computer.
Document 5006 ¦ Last updated: 12/29/2016 MJY
These instructions are for backing up and moving WinTOTAL using Vault with Exact. If you're looking for instructions on backing up and moving WinTOTAL without Vault, click here.
Outlined below are the three basic steps you’ll take to back up WinTOTAL on your old PC, then reinstall WinTOTAL and restore all of your data on your new PC:
If you're moving Aurora to a new server, follow the steps below on both your old and new server. Afterwards, you'll need to consult the WinTOTAL Networking Guide to get the workstations networked to the new server. Click here to download the WinTOTAL Networking Guide.
Before getting started, make sure that WinTOTAL is installed on the computer where you plan to transfer your data. Click here to log in to your account and begin the download, or click here for step-by-step instructions on downloading and installing WinTOTAL.
Consider taking the time to download and install TOTAL while you're here, as well.
Next, download and install any WinTOTAL updates on the new PC:
Once you've finished installing your updates, run WinTOTAL's database verification scripts to ensure your new computer is on the latest database version:
Once WinTOTAL has finished verifying its databases, close any windows that were left open. Now, it's time to install Vault. Click here to log in to your account and begin the download, or click here for step-by-step instructions on downloading and installing Vault.
This portion of the process is broken up into two parts: Backing up and restoring your data from Vault, and backing up and moving your Images database.
The instructions below are meant to be followed on your old computer. If you no longer have access to the PC itself (e.g., you have the hard drive connected to your new PC), you will have to follow the steps in our Moving WinTOTAL Aurora without Vault document here.
When properly configured, Vault and Exact will backup your reports and databases (such as your QuickLists) automatically and at a pre-determined time. However, it's good to double-check the backups prior to decommissioning your old PC. Here's how:
For detailed instructions on backing up your reports to Vault, click here.
For detailed instructions on backing up your databases to Exact, click here.
Vault doesn't backup your images folder, so you'll have to manually back up and restore that folder. To accomplish this, you'll need an external hard drive (or USB flash drive of sufficient capacity).
Now, you're ready to move on to the next portion of the document — restoring all of your files to your new PC.
Before moving your data to the new PC, make sure you have installed Vault and WinTOTAL, downloaded and installed any updates, and ran your database verification scripts. For instructions on this process, click here to return to that section at the beginning of this document. Then, continue below:
Now, you're ready to recover your reports and databases from Vault. Here's how:
For more in-depth instructions on restoring your files from Vault, click here.
To retrieve and restore your settings from Exact:
For detailed instructions on recovering your databases from Exact, click here.
That's it! WinTOTAL is now restored and ready for use.