How to Backup and FTP your SQL database using E2. To follow these instructions steps 1 – 14 must be completed either on the SQL Server or on a workstation that has the SQL Client Tools installed. You may need to work with your Network Administrator to perform these steps. SQL Server can only make backups to local drives or devices. By following the steps below you will be making a full backup of your E2 Shop System database as a file saved on the local hard drive of the SQL Server. This means that if you are performing these steps from a workstation, you will need to have permissions to access the folder on the SQL Server into which you make the backup or when the backup is complete you will need to copy the backup file to a file location that you can access from your workstation, the …\e2\blswin32\dat\<company name> folder for example. If you are following these steps on the SQL Server itself, you will need to have internet access, specifically FTP must be allowed. You will also need to be able to log into E2. Please contact your Network Administrator to determine if you are able to meet these requirements. The following steps were written for use with SQL Server 2005 and the SQL Server Management Studio. If you are using the Enterprise Manager (SQL Server 2000) or other interfaces like Vale Software, then please work with your Network Administrator to complete the backup. 1. Click Start | All Programs | Microsoft SQL Server 2005 | SQL Server Management Studio. 2. Enter the appropriate login information and then click Connect. 3. In the Object Explorer pane, expand the Datbases folder to locate your database for E2. 4. Right click your mouse on the database you want to backup. Select Tasks, and then Back Up. 5. The Database and Name fields should be pre-populated for you. 6. Make sure that the Backup Type – Full option is selected. 7. In the Destination field, there may already be a path entered. Determine if this is the path that you want to use. If it is, click OK and then skip to step 15. If it is not a path you want to use click the Remove button and continue with Step 8. 8. Click the Add button. 9. The File name field may be pre-populated with a path and filename, click the button anyway. 10. The default path for SQL Server backups is C:\Program Files\Microsoft SQL Server\MSSQL.1\MSSQL\Backup or something similar. You may use this default path if you like or select another path from the window. Make a note of the path you choose because you will need it later. 11. Click the plus or minus signs to expand or collapse the folders and find the folder where you want to make the backup. 12. In the File name field type the name of the backup file you want to use including the file extension. For example SAMPLE_12252006.BAK (CompanyName_Date.BAK). Click OK. 13. Click OK again. 14. You should now see that the Destination field is populated with the path and file name you have entered. 15. Click on the Options link in the Select a page pane. 16. Unless you have some reason of your own, select the Overwrite all existing backup sets option. Click OK. 17. This may take several minutes depending on the size of your database. When the backup is complete, click OK. **Note: If you do not have E2 set up on the SQL Server, you may need to copy the backup file you just made to a location that you can access from your workstation. You could use the …E2\Blswin32\Dat\<Company Name> folder for example. 18. In E2 Shop System, click File | System Maintenance | Technical Support Utility. 19. Click on the FTP/Error Log tab. 20. In the Database Type field, select SQL Server. 21. In the SQL Connect String field, type the path and filename for the backup file you just made. You can also use the Browse button to locate the file. 22. Make sure that the ZIP Database Prior to Transfer To Reduce Transfer Time checkbox is checked. 23. Click the button to zip the database and send it to Tech Support. 24. Please contact Shoptech Support at (800) 677-9640 when the transfer is complete or if you have questions or problems.
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