This guide explains how to create a backup from the Netvisor training environment and how to restore a backup.

You can open the training environment and the backup tool by going in your browser to http://koulutus.netvisor.fi/tableui/login/login.asp and logging in to the training environment.

CONTENTS

Training environment backup

The Netvisor training environment has a backup tool, with which you can back up a desired training company and later restore the company to the same state it was in before the backup was made.

Required permissions

Proceed as follows so that the backup tool and menu become visible:

  • Make sure that you have accounting office administrator (TPK) rights and user administrator (KH) rights in the company.
  • If the company is linked to an accounting office or another company, you can make the backup from this accounting office/other company to all those companies where you have at least user administrator (KH) rights.
  • Open the backup from the company menu in a company where you have TPK rights.

Conditions for restoration in educational use

Proceed as follows when you use the backup in educational use:

  • Make sure that the educational institution has an "accounting office" company environment where the teacher has TPK rights.
  • Create the student environments from the educational institution’s "accounting office" company so that the accounting office link is formed.
  • Use the accounting office link: user administrator (KH) rights are generated for the teacher-TPK in the student environments.
  • When you want to create restoration schedules for the student environments, log in to the backup tool from the "accounting office" company.
  • In the backup tool, view all student companies where you have KH rights and create restoration schedules for these companies.

Creating a backup

Proceed as follows when you create a backup for a company:

  1. In the company list of the backup tool, which is in alphabetical order, find the company for which you want to create a backup.
  2. Open the "Functions" button on the company’s row.
  3. Select "Create backup" to create a restoration point for the company.
  4. Check that the time of the backup is shown after the company name.

The time of the backup is seen after the company's name.

Creating a restoration schedule

Proceed as follows when you want to enable the automatic restoration feature for a company:

  1. In the list of the backup tool, find the company for which you want to define automatic restoration.
  2. Open the "Functions" button at the end of the row of that company.
  3. Select the creation of a new restoration schedule from the function.
  4. Define on which days the automatic restoration is done.
  5. Make sure that "Active" is selected when you want the automatic restoration to be on.
  6. Select "Save" at the bottom of the screen so that the created restoration schedules are saved.
  7. Note that the automatic restoration takes place at midnight.

Define the restoration days, activate automatic restoration and save. The restoration takes place at midnight.

Manual restoration

Proceed as follows when you want to perform a manual restoration:

  1. First create an automatic restoration schedule for the company at least once. After this you can also perform the restoration manually.
  2. If you do not want an automatic restoration schedule, open the restoration schedule definition, do not select any days and save this. In this case, automatic restoration is not in use, but manual restoration is possible.
  3. Select the "restore" link on the company’s row when you want to perform a manual restoration.
  4. Save any changes you have made before the restoration, because the restoration is only possible after saving.
  5. Confirm the restoration in the confirmation view that opens when you click the "restore" link.

When you click the restore link, the confirmation view below appears.

Follow the "Restored" section, where you can see the restoration time.

Note that the restoration removes changes and transactions made in the system after the backup was made. The restoration removes, among other things, purchase and sales invoices, financial statements, receipts, customers and vendors. In educational use, you can create the desired initial data for the company and use this tool to delete the exercises made by students.

In accounting office use, you can use the tool, for example, in training new customers and delete the material created in the training by restoring the company to its initial state.

Integration implementers can also use this tool for testing data imports.

Restoring a backup from another company

Proceed as follows when you want to restore a backup from one company to another company:

  • Make sure that you have at least KH rights both in the source company (from which the backup was taken) and in the target company (to which the backup is restored).
  • Use the pencil and notebook button at the end of the row to define the restoration.
  1. Create a backup from the company whose data you want to restore to another company.
  2. In the dropdown menu, find the company to which you want to restore the other company’s data.
  3. Press the "Restore" button on the target company’s row.

In the image below, the backup of Asiakaskasosaajat Oy is restored to the company Ennakkotehtävä Rekrytointi Oy:

Deleting a restoration point

Proceed as follows when you want to delete a previously created restoration point:

  1. In the list of the backup tool, find the company and the restoration point you want to delete.
  2. Click the trash can icon on the restoration point’s row.
  3. Note that deleting a restoration point does not ask for confirmation.

Frequently asked questions

Question: Where can I find the Netvisor training environment backup tool?
Answer: Log in to the Netvisor training environment at http://koulutus.netvisor.fi/tableui/login/login.asp and open the backup from the company menu in a company where you have TPK rights.

Question: What permissions are required to create a backup?
Answer: You need accounting office administrator (TPK) rights and user administrator (KH) rights in the company. In linked companies, at least KH rights are sufficient in the companies where you create the backup.

Question: What data does the restoration remove from the company?
Answer: The restoration removes all changes and transactions that were made after the backup, such as purchase and sales invoices, financial statements, receipts, customers and vendors.

Question: Can I restore a backup from one company to another?
Answer: Yes. You can restore a backup from one company to another if you have at least KH rights in both companies and use the pencil and notebook button at the end of the row.

Question: How does automatic restoration work in educational use?
Answer: The teacher logs in to the backup tool from the "accounting office" company, sees all student companies where they have KH rights and defines restoration schedules for these companies. The restoration takes place automatically at midnight on the defined days.

Keywords: training environment, backup

This article has been translated using an AI-based translation tool. The contents or wording of these instructions may differ from those in other instructions or in the software.


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