Overview:
Learn how to create and restore a Webgility database backup to prevent data loss. Follow easy steps to back up your database, store it securely, and restore it when needed, including instructions for system recovery and cloud backup options.
Steps To Take Backup:
- In Webgility Desktop navigate to System then click on Backup.
- Select the Webgility folder for the .bak file to store the backup, navigation path is C:\Webgility.
- Depending on the Database size, the process time will vary.
Automatic Backup using the Scheduler:
- Open Scheduler Settings and in Scheduler Settings on the left hand-side click on Backup your Data, as shown below.
- In here you can select the folder for backups, change the timing frequency when the backup should be created and when should the old backup file will be overwritten.
How to Restore a Backup
- Before restoring, make sure the backup file is in C:\Webgility
- Login into Webgility Desktop, go to the System Tab click on Backups and go to Restore.
- Once the backup restoration is completed Webgility Desktop will display a prompt Backup has been restored successfully, restart the Webgility application and the backup is restored.
Identify The Primary Workstation:
To generate a database backup in Webgility, you can initiate the process from any workstation. However, it's essential to identify the location of the SQL installation, as the .bak file will be created in that directory. To determine the correct workstation name, follow these steps:
- If there are multiple users or workstations of Webgility, backup will be created in the Primary Workstation where Webgility and SQL was first installed. Although the add-on user can create a backup, the.bak file will only be found in the Primary Workstation.
- In order to find the Primary Workstation, in Windows File Explorer navigate to C:\Webgility\UnifyEnterprise\XML and open the ApiConfig file with a notepad and verify the Source Name.
- Once the source name is verified, access that workstation, and you will find the backup file at C:\Webgility.
Note : If you have hosted your Webgility Desktop on RightWorks, then you will need to request them for a latest backup of Webgility Desktop by personally contacting them.
If the problem persists, contact Webgility Support for further assistance.