How to Back Up and Restore Companies in Microsoft Dynamics NAV 2015 | Archer...

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Submitted by Rick Dill on June 16, 2015 - 10:00pm

How to Back Up and Restore Companies in Microsoft

Dynamics NAV 2015

The ability to backup and restore a company

has been added back into NAV 2015. This
capability was lost when 2013 was released and
the Classic Client was discontinued. Losing this
capability made it more difficult to make a copy
of a company in order to create a test company
based on the current live data. The new backup
and restore process can be run from the
RoleTailored Client, so the user does not have
to have access to the Development Client to
perform this function.

The tasks used to create and restore companies are called Export to a Data File
and Import from a Data File respectively. These tasks are located in the IT
Administration menu and can be accessed by following this navigation link:
Departments > Administration > IT Administration > General.

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Figure 1: Departments > Administration > IT Administration > General menu.

Exporting Companies
The process to back up and restore a company in NAV 2015 is outlined below:

1. Start by exporting the desired company. To do so, follow the link above and select
Export to a Data File.
2. Once the Export function has been selected, the following window is displayed:

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Figure 2. Export Data window.

3. Populate the fields as follows:

Description: Enter a description that makes sense for this particular export. This
will help verify that you are importing the correct file when it is reimported.
Company: Clicking this box will select all companies. Unclicking this box will
unselect all companies allowing you to select the company/companies you want to
export. NOTE: The application data for the company/companies selected will be
exported.
Global: Clicking this option will copy all data is common to all companies. This
would include the following:
Report List
User ID
Printer Selection
NOTE: Selecting this option does not copy any business date for the companies
selected.

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Application Data: Clicking this option will copy the Application Data, such as:
Permissions
Permission sets
Profiles
Style Sheets
Note: Be careful when copying Application Data into another database as you may
overwrite the Application Data in that database.

Application: Clicking this option will export all objects. Note: This option does
not select data for exporting, just the objects. It is similar to creating a FOB file.

This copies the data to a file that can only be opened by the Import function.

Import Process
Once the company (or companies) has been exported, it can be imported into any
existing database. If it already exists in the database, it will need to be renamed
before it can be reimported.

Follow the steps below to import the company:

1. Follow the link from the first page and select Import from a Data File. The
following window will be displayed:

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Figure 3. Import Data window.

2. Drill in to find the file to import.

3. Once the file has been selected it populates the details of the file to be imported.
The File Name is displayed.
The description that had been populating during exporting is displayed.
The date of the export is displayed.
You can select if all data is to be restored, or you can pick what data is to be
restored.
4. Click OK to import and restore the data.
If you have any questions regarding this process or have similar questions regarding
importing and exporting in any version of NAV, please contact ArcherPoint.

Read more "How To" blogs from ArcherPoint for practical advice on using
Microsoft Dynamics NAV.

Blog Tags:
How To

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