Backup and restore in Sage Estimating V.20

Migrate SQL Estimating Data from one SQL Server to another SQL server (or instance)

server-to-sql-backupGetting ready to move to a new server? Need assistance moving your Sage Estimating SQL databases to said new server? We have great news then. Did you know that Sage Estimating now has a built-in feature to backup and restore your data in Sage Estimating V.20? In this article, we will be walking through the process to backup and restore your data.

Note: These steps MUST be performed locally on the SQL Server.

Backup:

Open the Sage Estimating Management Console (EMC) to create a backup of the database(s) in your instance.

  1. Start EMC by going to Start, All Programs, Sage Estimating (version), Management Console
  2. Select the Tools tab from the banner across the top of the Management Console. Then select Backup from the menu on the left.
  3. Confirm Exclusive Access by selecting the checkbox labeled “Exclusive access confirmed” after confirming you truly have Exclusive Access to the SQL Server Instance and Databases.
  4. Select the Sage Estimating databases you would like to backup.
  5. Select the location to save the backup folder. Default location is C:\Users\Public\Sage\Estimating\Backup
  6. Select “Back Up.”

Note: From here you can move the backup to the new server location.

Restore:

Open the Sage Estimating Management Console (EMC) to restore the backup of the databases.

  1. Open EMC by going to Start, All Programs, Sage Estimating (version), Management Console.
  2. Select the Tools tab from the banner across the top of the Management Console. Then select Restore from the menu on the left.
  3. Confirm Exclusive Access by selecting the checkbox labeled “Exclusive access confirmed” after confirming you truly have Exclusive Access to the SQL Server Instance and Databases.
  4. Select the folder that contains the backed-up databases. Default location is C:\Users\Public\Sage\Estimating\Backup\
  5. Select the Sage Estimating Databases you would like to restore.
  6. Select Restore.

Once the data has been restored, you may need to take additional steps to make it available to Estimating. Please see the Knowledgebase Article included below if you need access to these additional steps. However, if  you follow these steps listed, you will have your Sage SQL Estimating databases migrated to your new server in no time!

Want more tips for Sage Estimating? Here’s a blog article on how to change the spreadsheet layout!

 

For more information on this topic visit Knowledgebase article 70879. You can find this information and more in the Sage Knowledgebase.

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