These videos and picture tutorials will show you how to correctly set up and get the most out of the BodhiGold software.

BACK-UP/RESTORE DATABASES

       

These instructions will explain how you can backup your database/s in BodhiGold. If you do not have BodhiGold installed on your computer, please refer to this tutorial: .

In version 5 of BodhiGold we have added a utility for backing up your database/s. This utility by default, will remind you every 30-days to do a backup.

BodhiGold: Backup reminder

If you answer Yes it will backup your historical data directories and any Portfolio's you've created in BodhiGold 5. By default, this backup is stored on your c:\ drive in a Backup directory (c:\Backup). We advise that you backup to an external drive or USB flash drive so if your hard drive fails you will still have a working backup.

The purpose of this feature is to backup your current database format/s so if you have a computer crash or corrupt your data you have a restore point. However, please be informed that you can always purchase an from our offices [07 3821 5177] if required.

What do you want to do?:

Change the drive where the data is backed up
  Backup Drive Information

Ensure that you connect your external hard drive or insert the flash drive into your USB before opening BodhiGold.
If you have inserted your backup drive after you've opened BodhiGold you'll need to exit the software and reopen it so it can display this drive in the drop-down box.

By default the backup files are placed on your c:\ drive in a Backup directory. Obviously, if you have a hard drive crash you will lose your backup. For this reason we advise that you backup to an external drive. This could be either a USB flash drive or another computer [over your network] or a removable hard drive that is connected to this computer.
This external drive will display on your computer as a different drive [i.e. E:\ or F:\ etc.]. You will need to know this drive to continue with these instructions.
(❗) Note - If you don't have an external drive then you will need to copy your c:\Backup directory onto a CD-ROM.

  1. Open BodhiGold. Go to Edit then Options.

    BodhiGold: Edit > Options

  2. The Properties box will appear. Click on the General tab.

    BodhiGold: Select the  General tab

  3. In the Backup Data section on the General tab choose the Drive where your external drive is located.

    BodhiGold: Select your Backup Drive
    (❗) Note about external drives - Please be aware that if you remove external drives or add more external devices to USB ports on your computer, you may find that when you plug the external drive back in, that a different drive letter has been allocated to it.

  4. You can also change the frequency of reminders by editing the number in the Warn if over ?? days box. Remember that you can only download 6-months of data from our servers so make sure the number you enter here is less than 180. If you set this to 0 days the warning message will no longer appear automatically and you will have to manually do your backups.

Creating a backup using BodhiGold
If you want to manually do a backup of your database/s in BodhiGold, do the following:

  1. Open BodhiGold.
  2. Go to Tidy then Data then Backup.

    BodhiGold: Tidy > Data > Backup

  3.   Backup Drive Information

    Ensure that you connect your external hard drive or insert the flash drive into your USB before opening BodhiGold.
    If you have inserted your backup drive after you've opened BodhiGold you'll need to exit the software and reopen it so it can display this drive in the drop-down box.

  4. Select your backup drive from the drop-down box then click the [OK] button.

    BodhiGold: Select your backup drive
    (❗) Note - If you download a lot of data into multiple directories and formats this may take some time. You can not cancel this procedure once it has started.

  5. BodhiGold will start backing up all your data to a Backup\*Todays date* [YYYYMMDD] directory on your hard drive or external back up device.

    BodhiGold: Backing up data files
    The bottom status bar will keep you updated with your backups progress.

    Where are my backup files saved?:
    All backup files are copied to a Backup/*YYYYMMDD* directory on your backup drive (as set in the Edit>Options>Properties>General screen or selected from the drop-down box in step 3 above). For example, if you did a backup on 31-Dec-2016 and you've set your backup drive to E: then BodhiGold would have created the following directory - E:\Backup\20161231. If you do another one on the 31-Jan-2017, BodhiGold will add a - E:\Backup\20170131 directory.
    When you restore from a backup, you can choose any time point you wish to restore from. It is wise to store a few different backups in case you have a problem in your data that you didn't notice straight away.

Restoring from a BodhiGold backup
Each time you do a backup with BodhiGold a new directory is created with today's date [Format: YYYYMMDD] and your backup is copied to it. You can restore from any of these directories.

  1. Open BodhiGold.
  2. Go to Tidy then Data then Restore.

    BodhiGold: Tidy > Data > Restore
    If a box appears saying, You need to backup your data first you have either never done a backup with this software; disconnected your external backup drive or your drive where your backup's reside has changed. Check that your external backup drive is plugged into your computer and that the drive letter hasn't changed. If it has, enter the new drive in the Edit>Options>Properties>General screen.

  3. A Choose Restore Point box will appear giving you a list of all your backup dates. Generally the most recent date is the one to restore from. Any dates older than 6-months are useless as you will not be able to update them using BodhiGold. If you have this problem you will need to purchase a new to restore your data.
    Select a date, by clicking on it then exit [x] the box.

    BodhiGold: Choose a Date

  4. Click [Yes] to the 'Warning' message. BodhiGold will start restoring your data. You can not cancel this procedure once it has started.

    BodhiGold: Warning Message

  5. Your historical data files will be copied back to your hard drive and your configuration files and download dates will be moved back to your restore point.

    BodhiGold: Restoring your backup data

  6. When finished, click the [OK] button on the message then close BodhiGold and reopen it. Click the Catchup button to bring your database/s up-to-date.

    BodhiGold: Catchup your data

Copy a backup from one computer to another
You can copy the settings and historical data from one BodhiGold to another on a different computer. You may want to do this if you are upgrading your computer or just require a backup computer with the same settings.
To do this you need to create a backup on the first computer then restore it to the second computer.

    Backing-up on the first computer
  1. Open BodhiGold.
  2. Go to Help then Upgrade.

    BodhiGold: Help > Upgrade

  3. This will close BodhiGold and open the upgrader software. If the upgrader software does not open or you get a message saying it isn't installed, go to these instructions.

    BodhiGold: Upgrader not installed

  4. Click the Start button. This will upgrade your BodhiGold to the latest available version. When finished, exit [x] the upgrader.

    Upgrader: Start  Upgrader: Finished

  5. Insert a memory stick (flash drive) or removable hard disk into your computer. Your computer will allocate it a drive letter (i.e. E, F, G) - take note of this drive.
  6. Open BodhiGold.
  7. Go to Edit then Options. On the General tab in the Backup Data section you will see a Drive drop-down box. Choose your removable drive (step 5) from this drop-down box then exit [x] the Properties window.

    BodhiGold: Backup Data Drive

  8. Go to Tidy then Data then Backup. This will backup your data and your BodhiGold settings to your removable drive.

    BodhiGold: Tidy > Data > Backup

  9. When finished, exit [x] BodhiGold and remove your external hard drive/flash drive from this computer.

    On the new computer, do the following
  1. Download the latest version of BodhiGold 5 from this link.
  2. Follow this tutorial for instructions on installing BodhiGold.
  3. Follow this tutorial for instructions on configuring BodhiGold.
  4. Insert the memory stick (flash drive) or removable hard disk that contains your backup, into this computer. Your computer will allocate it a drive letter (i.e. E, F, G) - take note of this drive.
    (❗) Note - this may be a different drive to the first computer.
  5. Open BodhiGold.
  6. Go to Edit then Options. On the General tab in the Backup Data section you will see a Drive drop-down box. Choose your removable drive (step 4) from this drop-down box then exit [x] the Properties window.

    BodhiGold: Backup Data Drive

  7. Go to Tidy then Data then Restore. This will restore your data and BodhiGold settings from your removable drive to this computer.

    BodhiGold: Restore Data settings > Tidy > Data > Restore

  8. A Choose Restore Point box will appear, giving you a list of backup dates. Click on the latest one (the first in the list) then exit [x] the box.

    BodhiGold: Restore Point

  9. A Warning message will appear asking you to confirm that you wish to continue, click the [Yes] button.

    BodhiGold: Warning Message

  10. Your BodhiGold software will now be configured the same as the other computer and your historical data files will be copied to your hard drive.
  11. When finished, exit [x] BodhiGold and remove your external hard drive/flash drive from this computer.

    BodhiGold: Restart the software

  12. Restart BodhiGold for the settings to take effect and if necessary, run Catchup to bring your data up-to-date.

    BodhiGold: Run Catchup