Back to Training Videos

How to Backup & Restore a TRAK Database



Hello, my name is Isaac Palmer and welcome to another On TRAK training session. Today we are going to cover backing up and restoring your database in TRAK. This is useful if you have a hard drive crash or a computer crash and you need to restore your database or if you want to move your database from one computer to another such as from a laptop to your desktop computer or from an old computer to a new computer.

To start off, we’re going to work on backing up the database. So if we come up here and go to the File tab, go to Backup & Restore you’re going to have two options: Backup to File and Restore from File. We’re going to click on the Backup to a File. It’s going to ask you for a Path and File Name. This is where you’d like to store this backup of the database and the name you’d like to give that database. Currently it points to the default directory which is going to be in your My Documents, under Trust Builders in the Backup folder. I’m going to rename this database to It does need to be a name of a when you create a backup. You can password protect your database by clicking this Encrypt button here, giving it a password and then verifying this password. I’m not going to password protect this one so we’re going to uncheck that. We’re going to click Backup. This bar is going to fill up as it backs up until it’s completely full and done. OK, so now our database should be backed up.

So now, I’m going to show you how to restore this database. If you open up TRAK you’re going to come to this screen and we’re going to go to File, we’re going to go to Backup & Restore and this time we’re going to Restore from File. It’s going to ask for a Source file. This is the location and file that you would like to restore. So this is going to show the most recent backup that I created created if I created it locally. If you have it on a zip drive or a CD that you would like to access you can click on this little folder here and it’s going to give you the ability to search for that database. Right now we’re going to just stay in the Backup folder. This is the one we just created so we’re going to restore this file here. We’re going to select the database and click Open. You have a couple options that you can do for the Database Action. You can either overwrite the existing database or you can change the database name. If you change the database name this is going to create a new database for you and you can rename it here. If its password protected you put the password in here then click Restore and it will restore your database.

The other option you have is to Overwrite an Existing Database. This is going to overwrite the data in your current database so I recommend backing up the database, if you don’t you will lose the data you have in there. That’s basically what this warning here is telling you. So to do this you select Overwrite Existing Database and you have the check this Overwrite Existing Database. This is just to verify that yes, you do want to overwrite that database. You can input your password here if it’s a password protected one then we click the Restore button. It usually takes a minute or two to restore your database. This little window is going to pop up and say that your data has been restored. You can click OK.

Another feature that’s offered in TRAK is to set up automatic database backups. You can do this by going up to the File menu and going to Configure and on the left-side of the navigate bar you can select Backup and Restore. And these are going to be your options for setting up an automatic backup. If you click on the Automatically Backup Data File, and have that checked, you can select to either do it each time you close TRAK, daily, weekly or monthly. I also recommend that you save your database, that you back it up in a different location other than the drive where you have TRAK installed. So if you have an external hard drive or a flash drive I recommend backing up to that. This is going to ask where you’d like to backup your database, if you click this it will let you select where you want to backup your database as well.

Right here, if you check this, when you close TRAK, or whatever your automatic backup is set to do it will also give you a message that your database has been backed up. Once you’ve got your selections set the way you like, you click the OK button down here.

This will conclude another session of our On TRAK training. If you have any questions, please email us at Thank you for watching and we wish you luck in today’s marketplace.

Are you on TRAK? Learn what top producers already know by trying TRAK today.
Download Demo Purchase TRAK