Summary
In this article, we provide the steps to create an automatic backup using the System Administrator (in versions 17.1 and later). We also provide the steps to restore the backup, following a couple of common scenarios as guides.
Resolution
Creating a backup
- Have all users close all Sage applications.
- Close all third-party applications that may access Sage 300 CRE data.
- Log in to the Sage 300 CRE file server as an administrator.
- From the Windows Start menu, launch System Administrator.
- Default local path on the server: C:\Program Files (x86)\Timberline Office\Shared\SystemAdministrator.exe
- Log in as a Sage Application Administrator.
- If you use Sage SQL Replicator, click Connect, otherwise, click Cancel.
- Select Backup from the left navigation menu.
- Select the Backup checkbox in front of each company in the grid that you want to include in the backup file.
- On each line item, select whether to backup All or Data only files.
NOTE: Data only backups do not back up any file types in the data folder such as xls, pdf, prn, doc, txt, csv, or other non-pervasive related files. Refer to article: System Administrator Backup tool excludes extended data files when the Data Only option is selected. - If you want to include other folders outside of the company folder for backup, select Add Folder or Add File and browse to the location of that folder or file.
Note: The backup utility will not back up empty folders. - Select a backup location in the Select the folder to store the backed-up data field.
- Check the option Automatically back up every day at and select a time if you want to run this daily.
- Click Save Configuration to save the backup settings for later use.
- Click Back up Now.
The backup creates a zip file with the following contents:
- Pervasive data folders for the company(s) you selected to backup
- The SQL database (if you are replicating data)
- Sage\Timberline Office\9.5 folder (without the Wininst folder)
- Any additional folders or files you selected to backup
- Log files with backup information
Restoring a backup
- Log in to the Sage 300 CRE file server as an administrator.
- From the Windows Start menu, launch System Administrator.
- Local path on the server: C:\Program Files (x86)\Timberline Office\Shared\SystemAdministrator.exe
- Log in as a Sage Application Administrator.
- If you use Sage SQL Replicator, click Connect, otherwise, click Cancel.
- From the left navigation menu, select Restore.
- Click Browse to navigate to the location of your backup. The backup file name will be formatted as backup _ .zip .
- Confirm the backup contains the data folder(s) you want to restore, then click Restore.
- Click the I accept the risks associated with restoring my data check box.
- Click Next.
- Select the scenario that matches the reason you are restoring your data and continue the steps.