Backing up and Restoring Reports Files

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Note: The options described on this page are not available with the free Lite version of DONATION. Because the Lite version doesn't support memorized reports, there is no need to backup those files.

 

There may be several situations in which you want to backup and restore your memorized report files that you use with Reports à Memorized Reports, including:

 

You are Moving the Program from One Computer to Another.
You use the program on two computers (for example home and office), and you want to transfer memorized reports from one computer to the other.
You use the program on a network, and you want to transfer memorized reports from one of your computers running DONATION on the network to another.

 

And of course, you should always back up the memorized reports periodically in any case, just in case your hard drive dies. Please note that the backing up of your memorized reports files is not included in the normal Backup/Restore à Backup Database routine, which only backs up your actual data in your database (and which is much more important!).

 

Backing Up

 

To back up your memorized reports files from the Reports subdirectory of the Data Directory to another specified directory (for example on a diskette, a writeable CD, a USB memory key, or another hard drive on your network that you have access to etc.), select Reports à Memorized Reports, then click the Backup Memorized Reports button. The following window will come up:

 

ReportsBackupWindow

 

If you have used this window before, your last-used Reports Backup Directory will appear in the field by that name. If the field is empty, or you want to select a different directory, you can type it in, or click Browse... and a window will come up in which you can select from all of the drives and directories to which you have access.

 

Once that is specified, just click Backup. It will confirm that you want to back up from your Reports directory to the specified Reports Backup Directory, then copy all memorized reports files (with filenames matching *.rpt) that are either newer in the Reports directory, or not present at all in the Reports Backup Directory. If the backup is successful, you will get a message saying so, with details of how many files were copied and how many were skipped because copies weren't needed, and this window will then close.

 

Restoring

 

To restore memorized reports files from a Reports Backup Directory (for example on a diskette, a writeable CD, a USB memory key, or another hard drive on your network that you have access to etc.) to the Reports subdirectory of your Data Directory, select Reports à Memorized Reports, then click the Restore Memorized Reports button. The following window will come up:

 

ReportsRestoreWindow

 

If you have used either this window or the Reports Backup window before, your last-used Reports Backup Directory will appear in the field by that name. If the field is empty, or you want to select a different directory, you can type it in, or click Browse... and a window will come up in which you can select from all of the drives and directories to which you have access.

 

Once that is specified, just click Restore. It will confirm that you want to restore from the specified Reports Backup Directory to your Reports directory, then copy all files that are either newer in the Reports Backup Directory, or not present at all in the Reports directory. If the restore is successful, you will get a message saying so, with details of how many files were copied and how many were skipped because copies weren't needed, and this window will then close.

 

Copying Reports Files from One Computer to Another

 

To do this, use the Backup routine above on the computer you want to copy the memorized reports files from, copying to something you can take the files on to the other computer, for example a diskette, writeable CD, or USB memory key. Bring that to the other computer, and use the Restore routine above to restore from it to that computer's DONATION program's Reports directory.

 

If you are doing this between two computers on the same network, and the computer you are copying from has write access to the hard drive of the computer you are copying to (for example through a mapped drive letter), you can do this in just one step, using only the Backup routine. Just specify the Reports directory of the other computer as the Reports Backup Directory. For instance, if the other computer's C: drive is mapped to Z: on your computer, and you are using Windows Vista or Windows 7 or 8, you would specify Z:\Program Data\Cooperstock Software\Donation\Reports as the Reports Backup Directory. (The specific data directory will vary with other versions of Windows.) Or, you can use UNC paths, for example \\OtherComputer\CDrive\Program Data\Cooperstock Software\Donation\Reports, if CDrive is the name of a share for the C: drive on a computer named OtherComputer.

 

Doing the File Copies Directly

 

There is nothing magical at all about these menu options. All they do is make copying the files a bit easier, and protect against overwriting newer version of memorized reports files with older versions of the same files. If you want to copy files directly, for example using My Computer or Windows Explorer, that's fine too.