Creating a backup

1. Have all users close all Sage applications.
2. Close all third-party applications that can access Sage 300 CRE data.
3. Log in to the Sage 300 CRE file server as an administrator.
4. From the Windows Start menu, launch System Administrator.
   • Default local path on the server: C:\Program Files (x86)\Timberline Office\Shared\SystemAdministrator.exe
5. Log in as a Sage Application Administrator.
6. If you use Sage SQL Replicator, click Connect, otherwise, click Cancel.
7. Select Backup from the left navigation menu.
8. Select the Backup checkbox in front of each company in the grid that you want to include.
9. On each line item, select whether to backup All or Data only files.
    NOTE: Data only backups don’t back up non-Pervasive related file types in the data folder. Such as xls, pdf, prn, doc, txt, csv, etc. 
10. To include other folders other than the company folder, select Add Folder or Add File. Browse to the location of that folder or file. The backup utility won’t back up empty folders.
11. Select a backup location in the Select the folder to store the backed-up data field. We recommend you select a UNC path for the location.
12. To run the backup daily, check Automatically back up every day at and select a time.
13. Click Save Configuration to save the backup settings for later use.
14. Click Back up Now.

Contents included in the backup zip file

• Pervasive data folders for the companies you selected to back up
• The SQL database (if you’re replicating data)
• Sage\Timberline Office\9.5 folder (without the Wininst folder)
• Any additional folders or files you selected to back up
• Log files with backup information

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 check box.
9. Click Next.
10. Select the scenario that matches the reason you’re restoring your data and continue the steps.

•   Scenario 1 - 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 selected to restore to the same location, it renames the pervasive folder in that location and copies the restored folder into its place. The renamed folder will include 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, 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.

   

• Scenario 2 - 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.
     Important: Leaving Restore SQL checked causes the SQL database in the current location to be associated 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.
     Note: This will affect all company folders, including your live data. This isn’t required for reporting or testing purposes.
  6. Click Next and verify that 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 copies the data folders you selected to the new location.
      NOTE: If you've selected to restore the SQL data as well, it renames the original folder in the SQL database. It then creates a database with the same name and associates it with the new location for the Pervasive data.
  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. To restore a copy of your data to a new location for testing or archiving, complete the following for correct naming of the copied folders:
      1. Open Sage 300 CRE and click Specify Folders to browse to the path of the new company folder. Select and open the new folder.
      2. From the Desktop Common Tasks menu, select File, Company Settings, and General. Rename the new folder in the Company name field and the Data folder Description field if you haven’t already. Select Okay and close. This ensures that this data folder has a unique name and is distinguished as a unique company. It will also ensure that Sage Replicator uses a unique name if you choose to replicate this new folder.
      3. If you don’t want the folder to display in Open Company after you’ve performed the prior steps, you can remove the company from the list by selecting Remove from List on the Open Company window.
  12. If you determine that 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.

   

Using the System Administrator to back up and restore your data (video)