Back up company data with the System Administrator
Description

System Administrator is a backup tool introduced for Sage administrators to back up company data. The System Administrator tool is only available on the Sage host server.

It automatically performs a backup of the 9.5 folder in the Timberline Office share that contains customized customer data. This includes reports, taxes, formulas, inquiries, log files, and security information with user names and passwords.

NOTE:

Replicator backups are read‑only copies of company data. If you restore production data, clear the current replicated data and repopulate it from the company data with SQL Replicator.

Cause
Resolution

Recommendations

Perform the backup during off hours so that nobody is accessing or changing the data.

Use the Backup tab to back up your company data regularly (global, Service Management, Purchasing, and Inventory). A ZIP file gets created with your company folders.

Contents included in the backup zip file

  • Pervasive data folders for the companies you select to back up
  • 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

Configure the backup

  1. Have all users exit all Sage applications.
  2. Close all third-party applications that can access Sage 300 CRE data.
  3. Log on to the Sage file server as an administrator.
  4. Open Sage System Administrator.
  5. Sign into the Sage login prompt and close out of the SQL login prompt that shows next.
  6. Select the Backup checkbox in front of the companies to include in the backup. If you have more than one company, we recommend that you back up all of them.
  7. In the Files column, select the type of files to back up. We recommend that you select All. The backup always includes the Sage\Timberline Office\9.5 folder.
  8. For adding other folders to the backup, click Add Folder to select the folder. They're listed in the Folders directory.
    • You can include folders containing attachments that aren't already in the data folders
    • Add the WinInst folder for backup

      NOTE:

      Folder location: C:\ProgramData\Sage\TIMBERLINE OFFICE\9.5\ACCOUNTING\WinInst

  9. Select the folder to store the backed-up data. Type the path or click Browse and select the folder. We recommend you use a UNC path for the location.
  10. To schedule a time every day for an automatic backup:
    1. Select the checkbox Automatically back up every day at.
    2. Select the time.
    3. Click Save.
    4. This will add an entry into the Task Scheduler in Windows.

      NOTE:

      If you don't want the back-up to run daily, have your IT edit the frequency in the Task Scheduler entry.

  11. Click Save Configuration to save these settings for future backups.
  12. Click Back up Now to make a backup on demand.
Steps to duplicate
Related Solutions

Back up and restore data via System Administrator