How to backup and restore your FocalScope SQL database
Monday, December 5, 2016 3:10 AM



In order to successfully perform a disaster recovery or migration of your FocalScope on-premise instance, you will first need to back up your FocalScope's SQL database and then later restore that database. This article details the steps you need to take to backup and restore your on-premise FocalScope instance.

Please note, your FocalScope SQL database contains all the emails, attachments, files, etc. that you have in your FocalScope instance. As such, backing up / restoring the FocalScope SQL database can take some time (especially for very large databases occupying terabytes of disk space).

Tutorial

Creating a backup of FocalScope's SQL database

  • In the Windows Start menu, run [Microsoft SQL Server 2008 R2 > SQL Server Management Studio]


Figure 1 - Launching SQL Server Management Studio



  • At the login screen, log into your SQL Server instance. Please note, if you are using SQLExpress or a named instance of SQL Server, then you need to specify the [Server name] as ServerName\SQLInstanceName


Figure 2 - Logging into your SQL Server instance



  • Expand the [Server Name > Databases] folder
  • Right click your FocalScope SQL database and select [Tasks > Back Up]



Figure 3 - Backing up your FocalScope SQL database

  • Please note, in the [Database] dropdown, note down your FocalScope SQL database name. It is recommended that you reuse this name when restoring your FocalScope SQL database
  • Under the [Backup set] section, in the [Name] field, specify the name for the backup set. Optionally enter a description for the backup set under the [Description] field
  • Under the [Destination] section, specify the device type and location to where you want to save the FocalScope SQL database backup file. Please note, note down to what device & file location the backup file is saved to, as this location needs to be specified when the backup is restored
  • Click [Ok] to back up the specified FocalScope SQL database


Figure 4 - Configuring the back up database settings



  • Physically browse to the device and location where the FocalScope SQL database backup file has been saved and verify that the file indeed exists



Figure 5 - Backup file of your FocalScope SQL database


Saving your FocalScope instance fingerprint

Please note, this section is only relevant if you restoring or migrating your FocalScope instance.

  1. Log into your FocalScope instance and in the [Main menu] click [About]
  2. In the [About FocalScope] window click the [License] tab
  3. Under the [Advanced Information] section, note down the code in the [Fingerprint] field. Please note, you will need this code later to reactivate your restored / migrated FocalScope instance

Saving your FocalScope instance custom files, plugins & extensions

Please note, this section is only relevant if you restoring or migrating your FocalScope instance, and have custom extensions installed, e.g., custom Live Chat templates.

  1. Log into the FocalScope application server
  2. Archive and save the C:\FocalScope\Mail\data\focalscope_emm folder


Restoring a backup FocalScope SQL database

  • In the Windows Start menu, run [Microsoft SQL Server 2008 R2 > SQL Server Management Studio]

  • Right click the [Databases] folder and select [Restore Database]



Figure 6 - Restoring your FocalScope SQL database



  • In the [To database] field, enter the name of your FocalScope SQL database exactly as it appeared during the backup process
  • Under the [Specify the source and location of backup sets to restore] section, select [From device] and click [...] to locate the backup file of your FocalScope SQL database
  • Click [Ok] to restore the specified FocalScope SQL database backup



Figure 7 - Configuring the restore database settings


Restoring or migrating a FocalScope instance

Please note, this section is only relevant if you are restoring or migrating your FocalScope instance.

  1. Send the FocalScope fingerprint that you obtained in the Saving your FocalScope instance fingerprint section of this article to support@focalscope.com. You will then be sent a copy of your FocalScope license key
  2. Install FocalScope as per the instructions contained in the link in point 3 (below); however, ensure you observe the following exceptions:
    1. When prompted to specify the SQL database for your FocalScope instance, use the name of the database that you restored in the Restoring a backup FocalScope's SQL database section of this article
    2. When the FocalScope installer prompts you for your license key, choose the option to use an existing key and use the license key FocalScope support sent you
  3. FocalScope Installation Guide
  4. After the installation is complete, unpack archive of C:\FocalScope\Mail\data\focalscope_emm folder you've created earlier, and let it overwrite all files and folders created during the installation of the fresh FocalScope instance