Applied Systems Vision Restore

Applied Systems offers their customers using The Agency Manager Vision Series continuous offsite backup of an agency's server data through the Data Storage and Recovery Powered by LiveVault service. For more information about Applied Systems products and services, call Client Solutions at 800-999-5368.

Important: Before you perform a restore, please contact Applied Systems' Support Department for assistance. They will assist you in determining:

Whether just your Vision data needs to be restored or if your Vision server requires recovery.
What version of your data to restore (current or a historical version).
What files/directories to restore.
Whether you need to restore any deleted files/directories.
Whether to restore the data over the Internet or on media.

Restoring your Vision data

Use the following procedure as a guideline when restoring your Vision data in the event of data corruption.

This procedure has you restore all the database files. However, Applied Systems' Support Department may instead have you restore only particular files (based on your needs). Be sure to contact Applied Systems' Support Department and follow their instructions.

Stop the SQL service. Consult with Applied Systems' Support Department for instructions.
If you are planning to restore Vision over the Internet, suspend backup for the Vision server:
1. On the MyLiveVault Home page, the All Computers form lists all the computers on your company account. Click Backup/Restore in the Action column for the Vision server.
2. On the Computer Information form, click the Backup tab.
3. In the Suspend/Resume section, click Suspend. A message box indicating that the suspend request is being processed opens. Click OK to close the message box.
4. All backup for the computer is suspended. The text in this section switches to Backup is suspended, and the button changes to Resume.
If you plan to restore Vision on media, you do not need to suspend backup. If you select Automatic delivery, we will suspend your backup if we decide to restore your data over the Internet.

Important: Suspending backup means that all backup for the server is suspended until you resume it. The purpose of suspending backup is to make the process of restoring the database easier in the event you need to perform iterative restores due to corruption.
On the MyLiveVault Home page, the All Computers form lists all the computers on your company account. Click Backup/Restore in the Action column for the Vision server.
On the Computer Information form, click the Restore tab.
In the New Restore section, click Restore files & directories, or databases.
Click Restore.
On the Computer Restore form, type a name for the restore job in the Name of restore box, for example, VisionRestore.
In the Files to Restore tab on the Computer Restore form, specify the data that you want to restore:
1. Specify the file version that you want to restore, either current or historic:
  - Current version: Select the View and restore current backed up files option. You will restore the latest version of the selected files that are stored in the backup server.
  - Historic version: Do the following:
    1. Select the View and restore files backed up as of option.
    2. Set the time from which you want to restore the files:
      1. In the time box, click a time element (for example, the hours).
      2. Type a number for the time or select the time.
    3. Set the date from which you want to restore the files:
      1. In the date box, click the arrow to open the calendar.
      2. Use the arrows to scroll to the appropriate month.
      3. Click a date to select it.
    You will restore the latest version of the files that were stored in the backup server as of the specified time and date.
  Note: LiveVault service guarantees the current version and one historic version per day will be backed up and available for restore. However, you may have more historic versions available.
2. Specify whether you want to view, select and restore deleted files:
  - Click show existing and deleted files to view, select and restore both files currently residing on your computer and deleted files. Then click OK in the confirmation message box.
  - Click show existing files if you do not want to view, select and restore deleted files.
  If you select a directory that contains deleted files, all files including deleted ones within the directory will be restored.
  
  Important: Before you decide to restore deleted files or directories, consult Applied Systems' Support Department. When you select a deleted directory, you may be restoring far more files than you anticipated. View the files in the directory to ensure the expected result.
3. Specify the Vision files and directories to restore. You can use either of these methods to specify the files:
  - Browse and select the files from a tree view of your computer's backed up file structure.
  - Manually define the file selection rules.
  When specifying the files and directories to restore, ensure that you select all the files/directories comprising the Vision database (unless otherwise directed by Applied Systems' Support Department):
  - SQL directories (plus subdirectories):
    
    SQL Server 2000: D:\Program Files\Microsoft SQL Server\mssql\* (plus subdirectories)
    
    SQL Server 7.0: D:\mssql\* (plus subdirectories)
  - Vision directories, including their subdirectories:
    - D:\Vision\* (plus subdirectories)
    - D:\VisionFiles\* (plus subdirectories)
  Important: Consult with Applied Systems' Support Department if you have any questions regarding the location of your Vision files and directories.
In the Delivery tab on the Computer Restore form, choose the delivery method for the restored data:
- Click Network if you want to restore your files and directories over the Internet to the original Vision server.
  Important: Only select the Network delivery option if you are sure that you have sufficient bandwidth and the connection stability to restore your data. Otherwise an additional restore using media may be required, delaying your restore. Consult with Applied Systems' Support Department if you are unsure about whether or not to use this delivery method.
- Click Automatic if you want us to determine the fastest method for delivering your restored files and directories, either over the Internet or on physical media.
  
  We will consider several factors, including the amount of data to be restored. After we analyze your restore request and determine a delivery method, we will send you an e-mail to let you know how the restored data will be delivered.
- Click Media if you want to restore your files and directories to physical media and have the media shipped to you or another specified party. The data can be restored from the media to the original Vision server or to another computer.

Based on the delivery method you chose, configure the following additional information:

If you chose Network delivery, click the Options tab on the Computer Restore form and configure the restore options for handling the restored data on your computer:
1. In the How do you want duplicate filenames handled? section of the Options tab on the Computer Restore form, click the Auto rename the existing file option.
2. In the redirect restore options section of the Options tab on the Computer Restore form, clear the Redirect restored files to a different location check box to specify to restore the files to the original location on the computer.
3. In the security descriptors options section (bottom section) of the Options tab on the Computer Restore form, click the Restore the original NTFS security descriptors option.

If you chose Media delivery, in the Delivery tab on the Computer Restore form, provide the shipping information and media options:

In the Ship to fields, provide the name and address of the person you want the physical media shipped to. Provide this information using one of these methods:
- Specify an existing user for the company account:
  1. From the Quick fill list, select an existing user for the company account. By default, the user requesting the restore is selected.
  2. The Ship to fields are automatically filled in with the address information from the selected person's user account. You can accept the address information or modify any of these fields as required.
- Specify a person that is not an existing user for the company account:
  1. Click Clear to remove all information from the Quick fill and Ship to fields.
  2. Type the name of the person to ship the media to in the First name and Last name boxes.
  3. (Optional) Type the name of the company to ship the media to in the Company box.
  4. Type the address to ship the media to in the Address, City, State or Region/Province, Country, and ZIP/Postal code boxes.
  5. Type the person's telephone number in the Phone number box.
  6. (Optional) Type the person's telephone extension in the Phone ext. box.
(Optional) In the Shipping comments box, type any additional instructions you might have about the shipment or delivery of the media containing the restored data.
From the Shipment requirements list, select a shipment delivery schedule option:
- Fastest possible (overnight air, morning delivery). In most instances we will use this option unless you specify otherwise.
- Next day (standard overnight shipment). Note that this generally means next business day; Saturday deliveries are available in some locations.
- Two day (two day air). Note that this generally means two business days; Saturday deliveries are available in some locations.

From the Media type list, select the type of physical media that you want to receive the restored data on:

Click... To...

Best type Let us determine the best type of media to use. We will consider several factors, including the amount of data to be restored. The default is Best type unless you specify a preference.

CD-ROM Restore up to 5 GB of data.

Network Attached Storage Restore 5 or more GB of data.

In the Password to encrypt media box, type a password that we will use to encrypt the CD-ROM or NAS media containing the restored data. Then type the password again in the Confirm password box.

You (or the person you specify to ship the media to) will have to enter this password in order to decrypt the media so the data can be restored to your computer.

Important: If you request to have us ship the media to another person, you are responsible for providing this password to that person. That person must have this password to restore the data from the media.

If you chose Automatic delivery, configure the options for both Network and Media delivery (as specified above). The appropriate information will be used based on whether we decide to deliver the data over the Internet or on media.

When you are done configuring your restore request, click Save.
Review the information in the Computer Restore form's Properties and Specifications columns.
Click Submit to accept the restore request and start the restore process.
Note the identification number assigned to this request, and click Done. This number is used in MyLiveVault with the restore job name you specified to uniquely identify this restore job.
Processing of the restore request starts automatically. You can track its progress in MyLiveVault. Processing is based on the delivery method chosen:
- A Network delivered restore immediately starts restoring the data over the Internet. After the restore job completes, we will send an e-mail to the user who requested the restore notifying the requestor that the restore is complete.
- Processing of a Media delivered restore starts immediately. We will send an e-mail to the user who requested the restore notifying the requestor that the data has been restored to media and the media has been shipped.
- Processing of an Automatic delivered restore starts immediately. Once we determine the appropriate delivery method (Network or Media), we will send an e-mail to the user who requested the restore notifying the requestor of the delivery method. We will also send another appropriate e-mail:
  - After the restore job completes for data restored over the Internet.
  - When the media has been shipped for data restored on media.
If your data is restored on media, after you receive the media with your restored data, refer to the media restore steps to restore the data from the media to your computer. During the media restore, set the following restore options:
- Choose the Auto rename the existing file option.
- Choose the Restore the original NTFS security descriptors option.
Restart the SQL service after the restore is complete. It should recover itself from the data provided in the restore. Consult with Applied Systems' Support Department for instructions.
Note: If Applied Systems' Support Department had you perform a partial database restore, your steps may be different. Perform the steps provided by Support Department.
Verify that the restore was successful, for example, work with Applied Systems' Support Department to verify that your database is no longer corrupted. If the restore was successful, go to the next step. If you need to restore a different version, perform this procedure again choosing an older version.
Resume backup if it was suspended for this restore procedure:
1. On the MyLiveVault Home page, the All Computers form lists all the computers on your company account. Click Backup/Restore in the row for the computer whose backup you want to resume.
2. On the Computer Information form, click the Backup tab.
3. In the Suspend/Resume section, click Resume. A message box indicating that the resume request is being processed opens. Click OK to close the message box.
4. All backup for the computer is resumed. The text in this section switches to Backup is operating, and the button changes to Suspend.

Restoring the entire Vision server

In the event of a disaster, for example, damage to your office, Vision server is physically lost, or if there is a hard disk failure or corruption requiring the system drive to be rebuilt) contact Applied Systems’ Support Department. The Support Department will help determine whether it is necessary to recover your entire Vision server.

In the event a disaster recovery is required, the recovery procedure depends on what data you have backed up with LiveVault service:

Vision data only

If you backed up only the Vision data, the Applied Systems’ Support Department will assist you in rebuilding your Vision server and reinstalling your computer, and then restoring your Vision data (using the procedure above).

You are responsible for reinstalling any non-Applied Systems third-party software. You must have backed up the data associated with your third-party software using another backup method in order to restore it. Performing this restore will also be your responsibility.
Vision data and non-Applied Systems third-party software and data

If you backed up both Vision data and non-Applied Systems third-party software and data, the Applied Systems’ Support Department will assist you in rebuilding your Vision server and reinstalling your computer, and then restoring your Vision data (using the procedure above).

You are responsible for reinstalling and restoring any non-Applied Systems third-party software and data. You can use the LiveVault service restore procedure above to restore the software and data that was backed up.
Entire server, including the operating system and System State/registry

If you backed up the entire Vision server, then you will be able to recover your entire server by performing a LiveVault service disaster recovery.

The Applied Systems’ Support Department and LiveVault service Customer Service will assist you in recovering the entire server. This process includes rebuilding the server, reinstalling the operating system (a minimal installation), then restoring all the data and the System State/registry that was backed up with LiveVault service. The restoration will include the full operating system with configuration information, your applications and their configuration information, and all your data.

To recover your entire Vision server (a disaster recovery), refer to the help topic Restoring an Entire Computer, and select the appropriate recovery procedure. When performing the recovery, you must follow the steps exactly.

Related Information

Applied Systems Vision Backup Configuration
Restoring Files and Directories, or Databases
Restoring Your Data from Media
Suspending Backup
Resuming Backup