Log in to the the 'setup.pl' administrative interface, using your ledgersmb database admin user (usually "lsmb_dbadmin" or "postgres"). The default address for setup.pl is http://localhost/ledgersmb/setup.pl.
There are 2 buttons:
- Backup database (parts, customers, accounting records, etc)
- Backup roles (your login accounts and rights)
One creates a backup of the content of your database. The other creates a backup of the roles.
Roles are elements which are required to exist before creation of a database, and assign fine-grained access control.
Both files are needed when restoring, and you need to restore the roles before the database.
The backup can be mailed to an e-mail account, or you can download it with your browser, depending on your output selection in the backup screen.
After backing-up the data, it is prudent to confirm that the backups are of non-zero size to confirm that they have been correctly downloaded.
See How Do I Restore My Data for further information.
upgrading
If I were to move my old 1.2 data to a new machine running 1.3, what else do I need to backup or pg_dump from the old machine so as to be able to restore into a new 1.3 setup?. Postgres 8.x does not have roles in the pg_dump and the FAQ mentions restoring the roles first.
How?