Archiving helps Sage 300 CRE manage data volume and improve performance over time.
Companies choose archive frequency based on transaction volume and reporting needs. Archiving is optional and typically occurs infrequently for medium-sized companies. Organizations with high transaction volumes often archive more frequently to maintain performance and manage data growth.
Reasons to archive data
Archiving supports system performance and long-term data management. Common reasons include:
Reduce file size to improve processing and reporting speed
Reduce the time required to upgrade current data
Enable reporting on historical and current data together or separately
Streamline selection lists to show only current records, such as jobs, employees, invoices, and leases
Archive performance considerations
For best performance, run archiving processes directly on the server.
Because each application applies different criteria, some reports don’t function from the archive folder.
Sage 300 CRE doesn’t support archiving for Address Book or Billing.
Create a company-wide archive plan
Develop a documented approach before archiving to ensure consistency. Consider these planning questions:
Archive frequency for each application
Movement strategy, such as current to history or history to history
Naming conventions for archived files when using named files
Storage location and naming standards for archive data folders
Complete these steps before archiving
Prepare the environment and data before starting the archive process.