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1 How do I backup my Yearli data?

SYMPTOM How do I backup my Yearli data? RESOLUTION Procedure 1 (Backing up payer data) Note: Prior to running the payer backup, it is recommended to create a folder to save the backup files to as a separate backup file will be created for each Payer. Click…

2 How do I change what computer my Yearli Workstations are looking to for the data?

SYMPTOM I moved the Yearli Server to a new server machine but now my workstations cannot locate the data anymore. How do I change the server my workstations are pointing to for the Yearli data? RESOLUTION Procedure 1 (Changing the server the Yearli Workstation…

3 How do I make a manual backup of my Yearli database?

SYMPTOM How do I make a backup of my Yearli Desktop database file? DESCRIPTION Before a database can be manually backed up, the SQL Server instance for Yearli must be temporarily stopped on the server or standalone machine. There are two ways to create the…

4 How do I restore my Yearli data?

SYMPTOM How do I restore my Yearli data? RESOLUTION Procedure 1 (Restoring payer data) Click on the File menu. Select Restore. Navigate to the location where the backup files are located. Select the payer(s) to be restored. Note: To select multiple payers…

5 How do I setup the Yearli program to automatically backup the Microsoft SQL Server database?

SYMPTOM How do I setup the Yearli program to automatically backup the Microsoft SQL Server database? RESOLUTION All Microsoft SQL Server services use an active database connection that always has access to the database files. These instances must be stopped…

6 How do I transfer my Yearli data from one computer to another?

SYMPTOM How do I transfer my Yearli data from one computer to another? RESOLUTION Procedure 1 (Transfer Yearli data files) Close Yearli. Navigate to the Yearli Installation directory for the desired year.* Open the Utilities folder. In the Utilities folder,…