Backup data

1. Perform File Tools backups on the same computer where you store the data. If you do the backup on a workstation, it can take longer to complete. It can also fail if there are problems on the network, the data is over 500 MB, or there are many extra files.
2. You can't back up data if it's in use. Ensure that everyone has exited all Sage 300 CRE applications.
3. From Sage 300 CRE Desktop, select Common Tasks, the Tools menu, select File Tools. For Estimating, go to the File menu, select File Tools.
4. Select Backup and click Next.
5. You can add multiple data folders or files to the backup that File Tools creates. Click the appropriate option as follows:
   • Click Add Folder to back up an entire data folder.
     1. Click Add Folder.
     2. Browse to and select the folder that you want to back up.
     3. Click OK.
     4. The folder now shows in the list of files and folders you want to back up.
   • Click Add Files to back up specific files.
     1. Click Add Files.
     2. Browse to and select the files that you want to back up. Press and hold CTRL to select multiple files.
     3. Click Open.
     4. The files now show in the list of files and folders you want to back up.
   • Click Remove to remove a file or folder from the current backup list of files and folders.
     1. Select the file that you want to remove.
     2. Click Remove.
   • For information on how to use Wildcards or Exclusions, see below.
     • Wildcards: You can refine the selection of folders and files that you want to include in this operation.
     • Exclusions: You can refine the selection of folders and files that you want to exclude from this operation.
     • Excluding **.PRN, **.PDF, **.TXT, **.XLS, **.XLSX, **.MSG, and **.TSZIP2 files reduce the size of your backup and improves processing speed.
6. Click Next.
7. In the Destination box, type the path to the location where you want to save the .tszip archive file that the backup process creates. Click Browse to browse to the location where you want to save the .tszip file.
8. In the Archive name box, type the name that you want for your .tszip archive file.
9. Click Next to begin the validation process. The following validation occurs:
   • Note: A green circle indicates the validation completed successfully. A red circle indicates the validation completed with exceptions. Any exceptions appear in the window so that you can fix the issue before continuing the process.
     • Scan file system to build file list: Uses the selected folders and files to build a list of files to back up.
     • Validate data files: Scans the selected files and folders to verify an intact data structure and required data components are present.
     • Check for files that might be overwritten: Verifies whether any files in the file list already exist. (This is more applicable to the Restore, Copy, and Move operations than the Backup operation.)
     • Ensure files are not in use: Verifies whether any files in the file list are in use.
     • Verify space is available for the operation: Verifies whether sufficient disk space is available.
10. Click Next.
11. Review the list of all the files that you’re about to back up. The State column indicates whether you decided to include or skip a file. You can include or skip files as follows:
    • Select a file and click Skip to not copy the file and change the State to Skip.
    • Select a file and click Include to include the file and change the State to Include.
    • Click Include All to include all files and change their State to Include.
    • Click Skip All to skip all files and change their State to Skip.
12. Click Next.
13. Verify that the information in the Execution Summary window is correct. If not, click Back to make corrections.
14. Click Next to back up your files.
15. Review the information in the Operation Journal window.
16. Optional: If you want to print your journal, select Summary or Detail from the list. Your choice depends on how much detail you want. Click Save to save your journal to a text file. Click Print to print your journal to a printer.
17. Click Finish.

Wildcard and Exclusion Pattern Options

When you backup, copy, move, or delete folders and files, you can click Advanced to use wildcard and exclusion patterns to the files.

• Wildcards: You can refine the selection of folders and files that you want to include in this operation.
• Exclusions: You can refine the selection of folders and files that you want to exclude from this operation.

1. From the Backup, Copy, Move, or Delete window, click Advanced.
2. Select Add Wildcard or Add Exclusions to set patterns to refine your file search.
3. Enter or select the path for the folder and files to which you want to apply the pattern.
4. Place your cursor at the end of the path and enter a backslash.
5. Click Append to select a pattern and enter the file information before or after the append characters.
   • You can use the Recursive, Match Any, and Match Character pattern options separately or in combinations.
     • Recursive (**)
       Select recursive to include all files and folders that match the criteria that you enter. This includes all folders and subfolders.
     • Match Any (*)
       Select this pattern to include or exclude all files that have a character that matches this character.
     • Match Character (?)
       Select this pattern to include or exclude all files that have this single character in a folder name or path.
   • Examples:
     • *.prn will include or exclude all files with the extension .prn in the selected folder
     • **.prn will include or exclude all files with the extension .prn in the selected folder and all subfolders
     • Invoice* will include or exclude all files beginning with Invoice in the selected folder
     • *Invoice* will include or exclude all files containing the Invoice in the selected folder
     • **Invoice* will include or exclude all files containing Invoice in the selected folder and all subfolders
     • Invoice ?1.Prn will include or exclude all files with the name Invoice ?1.prn where it replaces the ? with any single character. For example, it includes files with the names of Invoice 11.Prn, Invoice 21.Prn, or Invoice 31.Prn. It doesn't include a file with the name of Invoice 12.Prn or Invoice 12.Prn
     • **Invoice*.??? will include or exclude all files beginning with Invoice and ending with any three-character extension. It doesn't include files that began with Invoice that didn’t have a three-character extension
6. Click OK to return to the operation window.
7. The selected path with the selected patterns appears on the list.