The Sage BusinessWorks Task Scheduler streamlines the setup of automated backups within the Sage BusinessWorks environment. By using the built-in Windows Task Scheduler, users can configure backups to run on a daily, weekly, monthly, or yearly basis.

Set up a Scheduled Backup

Configuration guidance

• Location: Set up the backup on either a server or a standalone workstation
• User Permissions: Log in to Windows as an administrator to create and run a scheduled backup
• System Availability: Ensure the computer remains powered on during the scheduled backup times to allow the process to complete successfully
• Access Limitation: You can manage scheduled backups only on the computer where you set them up
• System backup: Ensure all users are out of Sage BusinessWorks during the scheduled System database backup

Setting up a scheduled backup

1. Select File, Backup Scheduler.
2. Click Browse... to choose your backup file location.
3. Once you select the location, click Select Folder.
4. Click Next>.
5. Select your Companies to back up. We recommend scheduling the System backup at a different time than your company backup.
6. Click Next>.
7. Select the Frequency to back up. You can choose Daily, Weekly, Monthly or Yearly. We recommend backing up your company data daily.
   • The default backup time of a company database is 11:59:59 PM
   • The default backup time of the system database is 11:50:59 PM
8. Click Finish. 

Modify an Existing Scheduled Backup

Configuration guidance

• When editing a scheduled task, modify only the Triggers section
• Adjusting other settings can lead to unexpected behavior or prevent the backup from running
• If a scheduled backup fails after you make changes, delete the task and recreate it to restore functionality

Modifying an existing scheduled backup

1. Select File, Backup Scheduler.
2. Click View/Modify Existing Tasks.
3. Select the Task Name and click Task Editor. 
4. Click the Triggers tab.
5. Select the Trigger and click Edit...
6. Change the frequency or the time from this menu.
7. Click OK until you get back to the Sage BusinessWorks Backup Scheduler.
8. Click Finish.

Delete an Existing Scheduled Backup

There’s no undo option. Once you delete a task, you’ll need to recreate the task.

1. Select File, Backup Scheduler.
2. Click View/Modify Existing Tasks.
3. Select the Task Name.
4. Click Delete Scheduled Task.