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Backup before an upgrade or migration

In this article, we explain how to back up the Business Manager database and essential files before an upgrade or migration.

Written by Emma Ianson

Before you upgrade or migrate Business Manager, take a full backup to protect your data and system files. You can back up the database and application files using one or more of these methods.

Back up the database using Business Manager

Use this method as a quick database backup before starting any work.

Follow these steps:

  1. Log in as root.

  2. Click Settings, then click Data Management.

  3. Click Backup and Save.

  4. Save the backup file to a secure location.


Back up the database using SQL Server Management Studio

  1. Open SQL Server Management Studio.

  2. Expand the Databases section.

  3. Right‑click Business Manager database.

  4. Click Tasks, then click Back Up.

  5. Remove any existing backup destination.

  6. Click Add, then enter a new backup file name in a secure path.

  7. Click OK to run the backup.

  8. Navigate to the backup location and copy the file to either:

    • A different drive.

    • Removable storage.


Copy SQL data and log files

Use this method only when the database is fully offline.

Follow these steps:

  1. Ask all users to log out of Business Manager.

  2. Stop the iCareHealth API Service.

  3. Open SQL Server Management Studio.

  4. Right‑click Business Manager database.

  5. Click Tasks, then click Detach.

  6. Click Drop connections, then click OK.

  7. Go to the SQL data folder, for example:

    • C:\Program Files\Microsoft SQL Server\MSSQL\<version>\MSSQL\DATA.

  8. Copy the DATA folder to a secure location or removable disk.


Back up Business Manager files and folders

  1. Locate the Business Manager installation folder.

    🤓 Tip: This may be on drive C:, D:, or another drive.

  2. Copy the entire iCareHealth folder.

  3. Save it to a secure location or removable disk.

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