How to backup and restore data in eWay-CRM Basic
Description
This article describes, how you can manually backup the eWay-CRM Basic database and restore it again - e.g. in a new computer.
Note: The manual can be used only in the case that data will be transferred between two same versions of eWay-CRM and only if SQL Server was installed during eWay-CRM installation, not before. You cannot transfer data from one year old version of eWay-CRM to the newest one because of technical reasons. There is also no way how to ensure transfer of data between databases from different database servers.
The version of your current eWay-CRM can be found out from Outlook menu - eWay-CRM -> Help -> About eWay-CRM, or from the eWay-CRM toolbar by the About eWay-CRM button in Outlook 2010 and higher. If you haven't got the eWay-CRM installation file on your computer, please contact us.
Version
All versions of eWay-CRM
Difficulty
Medium
Resolution
If you have experience with PC management and databases, we recommend to use more sophisticated tool and procedure that are described at the end of the article (part III).
I. Backup of data saved in eWay-CRM
Data that you are insert and use in eWay-CRM are saved on two places - in files that creates SQL database and in the Application Data in the folder of specific user in Windows (emails and documents are saved there). Before you start the backup procedure, please turn off Outlook, Excel and Word. Then, follow these steps:
- Take a note of your current eWay-CRM version. The version of your current eWay-CRM can be found out from Outlook menu - eWay-CRM -> Help -> About eWay-CRM, or from the eWay-CRM toolbar by the About eWay-CRM button in Outlook 2010 and higher.
- You have to stop the process that still uses database files. You can try more ways that depend on the Start menu settings and your operating system version. Try one of these steps:
- Use Start menu in Windows and go to Control Panel where you select Administrative Tools and then Services.
- In the Start menu, go to All Programs -> Administrative Tools -> Services.
- You find Administrative Tools right in the Start menu, then open Services.
- You also can use the quick search panel (windows Vista and higher) in the Start menu. Simply fill in "Services" to the text field.

II. Restoration from backup
If you want to use your backup on the new PC or newly installed system, follow these steps:
- Be sure that you are installing the same version of eWay-CRM that was the version you backed up.
- Start the installation of eWay-CRM as usual (you can use this manual). After installation, wait until first synchronization is complete ant he eWay Agent icon turns to green. Then, turn off Outlook.
- You have to stop the process that still uses database files. You can try more ways that depend on the Start menu settings and your operating system version. Try one of these steps:
- Use Start menu in Windows and go to Control Panel where you select Administrative Tools and then Services.
- In the Start menu, go to All Programs -> Administrative Tools -> Services.
- You find Administrative Tools right in the Start menu, then open Services.
- You also can use the quick search panel (windows Vista and higher) in the Start menu. Simply fill in "Services" to the text field.
III. Advanced procedures for data backup in eWay-CRM Basic.
If you are experienced with databases, we recommend to use Microsoft SQL Server Management Studio. This software can also be used for regular backup of the eWay-CRM database. There is simple Restore function for restoring data from your backups.
Emails and documents data also have to be backed up individually from the AppData folder, more precisely from the file path "%appdata%/Memos/eWay".