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Dynamics 365 Community / Forums / Microsoft Dynamics NAV (Archived) / Full backup of Navisio...
Microsoft Dynamics NAV (Archived)

Full backup of Navision 2015

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Posted on by Community Member Microsoft Employee

hi,

I'm new to Dynamics Navision.

Currently we are using Dynamics Navision 2015 with SQL server 2016.  I need to take a full backup of the entire system including data.

I managed to backup the database through SQL server. But I'm not clear as to how to backup the company data + any customized forms and reports. I tried to do this by Export to a Data File option in the NAV client (I have SUPER user rights), but it doesn't work as when I proceed the entire application gets stuck and closes after a few minutes.

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Is it required to do this when none of the users are logged in ?

Can someone please guide me the correct steps to follow on how to backup the application.

I need to setup a test environment of the live application and data in a different server. Your guidance on this will be highly appreciated.

Thanks

*This post is locked for comments

  • Stefano Demiliani Profile Picture
    Stefano Demiliani 37,162 Most Valuable Professional on at
    RE: Full backup of Navision 2015

    Yes!

  • Suggested answer
    CDsilva Profile Picture
    CDsilva 4,184 on at
    RE: Full backup of Navision 2015

    Yes, John.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Full backup of Navision 2015

    @Stefano, @Chris,

    Users are authenticated by NavUserIDs (not windows user IDs), so only backing up and restoring the full SQL DB should do the job completely including users and permissions, rite ?

  • Suggested answer
    Stefano Demiliani Profile Picture
    Stefano Demiliani 37,162 Most Valuable Professional on at
    RE: Full backup of Navision 2015

    Yes the backup contains all permissions and users data.

    If you want to reset the users data, then clean the table suggested by Chris.

    You can add new users also via Powershell (New-NavServerUser).

  • Suggested answer
    CDsilva Profile Picture
    CDsilva 4,184 on at
    RE: Full backup of Navision 2015

    Hi,

    The below objects cannot be backed up which includes Windows Users. After you take a backup and restore to a new database, run the below query

    USE [Database Name]  

    GO

    delete from [dbo].[User]

    delete from [dbo].[Access Control]

    delete from [dbo].[User Property]

    delete from [dbo].[Page Data Personalization]

    delete from [dbo].[User Default Style Sheet]

    delete from [dbo].[User Metadata]

    delete from [dbo].[User Personalization]

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Full backup of Navision 2015

    @Stefano,

    What about the Navision users and permissions ? Does the sql DB backup contain those data as well ?

  • Suggested answer
    Stefano Demiliani Profile Picture
    Stefano Demiliani 37,162 Most Valuable Professional on at
    RE: Full backup of Navision 2015

    A full database backup on SQL contains application objects + data for all companies. Just restore that as a new database.

  • Suggested answer
    CDsilva Profile Picture
    CDsilva 4,184 on at
    RE: Full backup of Navision 2015

    Hi,

    Take sql backup of your database. this not only backsup your customized objects but also the data. refer step 1 of my blog chrisdsilvablog.wordpress.com/.../upgradation-of-database-from-microsoft-dynamics-nav-2016-to-2017-part-1

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