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ANSWER ID:36108

An OSB file can be created manually or automatically depending BankLink Books

A backup file can be created automatically or manually depending on the set up of the backup mechanism within BankLink Books. When a backup is created, the backup file has the file extension ".OSB" (e.g.clientcode.osb). OSB stands for 'Offsite Site Backup'.

The instructions below described how to setup BankLink Books to automatically create backup files, and how to manually create a backup whenever you choose.

Backup files can be:

  • restored in BankLink Books as described below, or
  • renamed (by changing the .OSB to .BK5) and used as a live client file.


UI Expand
titleTo set up BankLink Books to automatically create backup files

This setting in BankLink Books will ensure a backup file

automatically :
  1. 1. Click the File option from the top left hand corner and choose Preferences
  2. 2. From the Preferences window click on the Backups tab.
  3. 3. On the Backups tab - the default setting is do nothing. From here you can choose to either

is created automatically each time a client file is saved or closed.

  1. In BankLink Books, go to the File menu and choose Preferences.
  2. Click the Backups tab. The default setting on the Backups tab is do nothing.
  3. Choose the Backup Automatically option.

    UI Text Box
    typenote

    If you prefer, you can select the option Prompt me for a Backup Directory

Backup Automatically

   4. Once an option is chosen set the Backup client file to field to
  1. . This will result in BankLink Books asking where you want the backup to be saved each time you save or close the client file

toClick the Browse button to the right of the
  1. .

   5.
  1. In the Backup client file to field
to select a different directory if required.

When the client file is saved or closed, BankLink Books will either prompt the user to save a backup or if set to automatic it will automatically save an backup file to the directory.

  1. , click Browse and select where you want to save the backup files.
  2. Click OK.
UI Expand
titleTo create a backup file manually
:
  • 1. Open the client file and select the File option from the top left hand corner.
  • 2. Choose the Backup option.
  • 3. From the Backups window click the Browse button to select
    In BankLink Books you can create a backup of a client file at any time as follows:
    1. Go to the File menu and choose Backup.
    2. Click Browse and select where to save the backup file
    to
    1. .
    A file
    1. The backup will be saved
    to the location that reads
    1. in this location with a .OSB file extension, for example clientcode.osb

    If you have saved a backed up file and need to restore it into BankLink Books :

    1. Open BankLink Books and click on the
    UI Expand
    titleTo restore a backup file
    1. In BankLink Books, click the Open option from the top
    left hand corner
    1. left corner.
    2.
    1.  Use the Browse button to browse to the location of the backup file and select the file.
    3. Select the file and click on
    1. Check the File Name field contains the correct file.
    4.
    1. Click Open.
    5.
    1. The Restore Client File window will
    appear
    1. appears.
    2. Click Yes to proceed with the restore.
    6.
    1. BankLink Books displays an Information window informing you that the file restore process has been completed.

    PRODUCT: BankLink Books


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