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How to Create an On-Demand Backup of the SQL Database for PDM

Before performing troubleshooting steps like running a SQL script or applying a hotfix, it’s best practice to create a backup of the database. This process is quick and helps protect your data in case any changes lead to unexpected issues. Taking a few moments to back up ensures you can easily restore the database if needed. Let's look closer at how this is done.

Required Items:
1.    Access to the SQL server.
2.    Microsoft SQL Server Management Studio
3.    sa password

  1. Log into MSSMS with the sa password (Make sure Trust Server Certificate is checked).
  2. Expand the databases in Object Explorer, then find and select the database used for PDM and right click. Now go to Tasks>Back Up.
  3. On the general page choose:
    Backup Type: Full
    Backup component: Database
    Destination: Back up to Disk
  4. Then, select add and point to a temp folder location and name the file. For example, C:\temp\TEST_VAULT_DATABASE.bak (You must add the .bak to the file name)
  5. Once the file location and name have been added to the destination field select OK and you should receive a message that the backup was successful.