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How to Restore Your Webgility Desktop Database and SQL Server 2022 permission issue

This article helps Webgility Desktop users with two key maintenance processes: restoring a database from a backup and manually installing SQL Server 2022. It is essential for those migrating their system, recovering from failures, or troubleshooting database issues.

Part 1: How to Restore a Webgility Database Backup

Restoring your Webgility Desktop database from a backup is a crucial step in several scenarios:

  • When Should You Restore?

    • Moving Webgility Desktop to a new machine.
    • Recovering from a system failure or data corruption.
    • Reverting to a previous configuration of your Webgility Desktop data.

  • Important Note: You must have Webgility Desktop and SQL Server already installed on your computer before attempting to restore a database backup.

  • Steps to Restore the Database:

    1. Launch Webgility Desktop.
    2. Navigate to System > Database > Restore.
    3. A warning pop-up will appear, indicating that proceeding will overwrite existing data. Click Yes to continue.
    4. Click Browse to locate your .bak file (e.g., UnifyDB.bak).
    5. Select the file and click Open.
    6. Wait for the success message to appear, then close Webgility Desktop.
    7. Relaunch the application to see your restored data.

  • How to Identify the Workstation with SQL Server: The .bak file (your database backup) is created on the computer where the SQL database is hosted. To identify this SQL host machine:

    1. Go to the folder: C:\Webgility\UnifyEnterprise\XML.
    2. Open the apiconfig.xml file using Notepad.
    3. Look for the value next to the <Instance Name> tag — this value is the name of your SQL host machine.

  • Using RightNetworks (Now RightWorks)? If your Webgility Desktop is hosted by RightNetworks (now RightWorks), please contact their support directly to request a backup or perform a database upgrade:

    • For Backup Requests:
      • support2@rightnetworks.com
      • t2vendor@rightnetworks.com
    • For Database Upgrades:
      • support2@rightnetworks.com
      • provisioning@rightnetworks.com

Part 2: How to Manually Install SQL Server 2022 for Webgility Desktop

Sometimes, the automatic SQL Server installation during Webgility Desktop setup may fail. This can happen due to:

  • System permission restrictions.
  • Firewall or antivirus software blocking the installation.
  • Conflicts with pre-existing SQL Server installations on your system.

This guide will walk you through a manual installation of SQL Server 2022 Express Edition for Webgility Desktop.

  • Prerequisites:

  • Step-by-Step Installation:

    1. Download SQL Server 2022 Express:

    2. Run the Installer:

      • Execute the downloaded setup file.
      • Choose Custom installation.
      • Click Install.

    3. SQL Server Installation Center Launches:

      • Select: New SQL Server stand-alone installation.
      • Accept the license terms, then click Next.
      • Skip Microsoft Updates, then proceed.

    4. Handle Firewall Warning (if shown):

      • If you see a firewall warning, you may need to temporarily disable your Windows Defender Firewall.
      • Open Control Panel > System and Security > Windows Defender Firewall.
      • Temporarily disable it under both Private and Public network settings. Remember to re-enable it after installation.

    5. Feature Selection:

      • On the Feature Selection screen, select only the following components:
        • Database Engine Services
        • SQL Server Replication
        • Local DB
      • Click Next.

    6. Instance Configuration:

      • Change the Named Instance to: UNIFY.
      • (If you are upgrading an existing Webgility Desktop installation, you might use UNIFYNEW instead, but UNIFY is standard for a clean install).
      • Click Next.

    7. Server Configuration:

      • Set the Startup Type to Automatic for both:
        • SQL Server Database Engine
        • SQL Server Browser

    8. Authentication Mode:

      • Choose Mixed Mode.
      • Enter the following:
        • Username: sa
        • Password: Webgility2011 (Note: The 'W' in Webgility must be capitalized).
      • Click Next.

    9. Finish Installation:

      • Once the installation process completes, click OK on the success prompt.
      • Close the setup wizard.

  • Final Steps:

    • Open Webgility Desktop and proceed with its setup.
    • If you plan to restore a database backup, follow the steps outlined in Part 1 of this article.