Migrate Data

This describes migrating data from the local drive to a network folder.

Create a Data Folder

First make a shared data folder on the network. Give each Reporter user/workstation full read and write access to it. Write the path to it.

Back up the Data

Backup the data on the user's local drive, as below. Then follow the directions farther down to restore the data to the new data folder on the server.

  1. Open the Volunteer Reporter, have only the main menu open.
  2. Click on File menu | Backup.
    Backup selection on the File menu
  3. Click the file folder icon to the right of the "Put the backup in" field browse icon
    The Backup Data Files screen - click the browse icon
  4. Scroll if necessary to navigate to the drive where the backup will be saved.
    View of the computer folders in the Choose Directory screen
  5. Click the plus sign [+] next to the drive to open it. It becomes a minus sign [-].
    View of the computer folders in the Choose Directory screen
  6. Click on the name of the backup folder to highlight it. [In this instance it is called "backup."]
    Highlight the name of the backup folder
  7. Click OK.
  8. Verify the path.
    Checked that the correct path was chosen.
  9. The file always used to be named simply VRdata.zip, but now in version 5.7 you can have the date added automatically so that it will not overwrite the previous backup. Check the checkbox Checkbox to add the date.
    Check the checkbox to add the date. Then click OK.
  10. Click OK.
  11. Finished. Now you can keep the file as a backup. This is handy to attach to an email to send to support sometimes when we need to look at your data.
    Backup complete. Click OK.
  12. Click OK to close.

Create the Data Set

The Reporter restores data to the currently selected data set.

Restore the Data

Go to the File menu | Restore | Restore Data Files window:

  1. To the right of the "Restore from this file" field click the little folder icon
  2. Navigate to the correct folder or drive
  3. Click the backup file name, e.g., VRdata.zip or VRdata_20110510.zip
  4. Click OK
  5. Click OK again

You will receive several messages:

Are you sure you want to replace your current data with a previous copy of your data?
Restore complete
! Finished

Add or edit the data set for each user on each workstation.

Revised 04/Aug/2011

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