Solution Properties
Solution ID:
225924350086066
Last Modified Date:
Tue Oct 04 12:03:38 UTC 2022
Taxonomy Path:
Category//Data//Backup or restore data
Author:
LegacyAuthorUS
Restore data with the System Administrator
Description
Cause
Resolution

Restoring a backup

  1. Log in to the Sage 300 CRE file server as an administrator.
  2. From the Windows Start menu, launch System Administrator.
    • Local path on the server: C:\Program Files (x86)\Timberline Office\Shared\SystemAdministrator.exe
  3. Log in as a Sage Application Administrator.
  4. If you use Sage SQL Replicator, click Connect, otherwise, click Cancel.
  5. From the left navigation menu, select Restore.
  6. Click Browse and go to the location of your backup. The backup file name format is backup _ .zip.
  7. Confirm the backup contains the data folders you want to restore, then click Restore.
  8. Click the I accept the risks associated with restoring my data checkbox.
  9. Click Next.
  10. Select the option below that matches the reason you’re restoring your data and continue the steps.
▼ Restoring a data folder to replace the current live data
  • Restoring only the Pervasive folder to the current live location
  • Restoring both the Pervasive and SQL folders to the current live location
  • Restoring the complete system files to the current live location

 

  1. Select the data folders you want to restore by selecting the Restore Folder checkbox.
  2. Verify the Restore path displayed is the correct path for the live data folders. If it isn’t, use the Browse button to go to the new location.
  3. If you’re replicating your data into SQL, select Restore SQL to restore your SQL data.
    Caution: You’ll lose any attachments saved using Mobile Projects between now and the time of the backup. Restoring only the Pervasive data will remove any records created between now and the backup date. Those attachments will disassociate from the original record created in the interim.
    Tip: If you check the Restore folder checkbox, the SQL checkbox will automatically become checked. If you uncheck the Restore folder box for a specific data folder, uncheck the Restore SQL box manually.
  4. To restore the full 9.5 folder (global security, reports, formulas, report menus, etc.), check Restore Global folders.
  5. Click Next and verify that Restore is performing the expected actions for the folders you chose.
  6. Select Next and acknowledge the warning message regarding data overwrite.

    NOTE:

    If you restore to the same location, it renames the pervasive folder in that location. Then it copies the restored folder into its place. The renamed folder includes the original folder name appended with the date and time of the restore. It performs the same rename operation and naming convention on the SQL databases.

  7. The Restore stops replication on all data folders. It renames the folders in the current location and replaces the folders with the backup.
  8. After the operation is complete, select Replication from the menu and ensure it replicates all databases. Set the Replicating field to Yes.
  9. After the restore is complete, open each restored folder in Sage 300 CRE and verify your data.

 

▼ Restoring the data folder to a different location for purposes of testing or archiving
  1. From the Sage Desktop Options menu, select New Company and create a new company for the restored data.
  2. Select the data folders you want to restore by checking Restore Folder.
  3. Use the Browse button to go to the new location created in step 1 above.
  4. Clear the checkbox Restore SQL.

    CAUTION:

    Leaving the Restore SQL box checked changes the folder links. It associates the SQL database in the current location with the Pervasive folder in the new location. Ensure it's unchecked unless you want the new Pervasive folder location to become the ‘live’ data location.

  5. To restore the full 9.5 folder (global security, reports, formulas, report menus, etc.), check Restore Global folders. This will affect all company folders, including your live data. You don't need this option for reporting or testing purposes.
  6. Click Next and verify the Restore is performing the expected actions for the folders you have chosen. Verify the new location is correct and whether you expect to restore the SQL data.
  7. Select Next and acknowledge the warning message regarding data overwrite.
  8. The Restore stops replication on all data folders. Then it copies the data folders you selected to the new location.
  9. After the operation is complete, select Replication from the menu and ensure it replicates all databases. Set the Replicating field to Yes.
  10. After the restore is complete, open each restored folder in Sage 300 CRE and verify your data.
  11. Open Sage 300 CRE and click Specify Folders to browse to the path of the new company folder.
  12. Select and open the new folder.
  13. From the Desktop Common Tasks menu, select File, Company Settings, and General.
  14. Rename the new folder in the Company name field and the Data folder Description field.
  15. Select Okay and close. This ensures this data folder has a unique name. It will also ensure that Sage Replicator uses a unique name if you replicate this new folder.
  16. If you don’t want this folder to display in Open Company, use the Remove from List option.
  17. If you want to replicate this new folder in SQL:
    1. Open the System Administrator window.
    2. Select the newly renamed company.
    3. Follow the process to begin replication.

 



[BCB:156:Chat 300 CRE US:ECB]



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