Backing up in Sage 300 CRE is critical!
Backing up your accounting data is critical for mitigating the risk of data loss. Of course, performing a nightly by a third-party backup process is great, but the only Sage-supported method for backing up your accounting data is through the use of File Tools. Learn how to create a File Tools backup in Sage 300 CRE with these steps
How to Back Up Your Data Using File Tools
Launch File Tools
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In Sage Desktop, launch File Tools from Common Tasks > Tools and leave the selection at the default Backup.
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Click Next.
Select the Folder or Files to Back Up
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Back up the entire data folder: To back up the entire data folder from which you launched File Tools, select Add Folder and click OK. You don’t need to navigate to the folder—File Tools automatically selects the folder from which you launched it.
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Back up individual files: To back up individual files, such as the General Ledger or Job Cost master files, click Add Files. File Tools will present the files in the data folder from which you launched it. Select the desired file(s) to back up and click Open.
Confirm Your Selection
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Confirm that you have selected the appropriate data folder or file.
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Click Next.
Choose the Backup Destination
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Click the Browse button to select a destination.
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Important: Do not store your backups on your server or in your Sage 300 CRE data folder. If a catastrophic failure occurs on your server, you will lose your backups. Instead, create a folder on your local computer or store backups on an external drive.
Name the Archive and Add a Date/Time Stamp
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Enter an archive name for the backup and click the Append button to add the date/time stamp to the name.
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Click Next.
Perform File Validation and Checks
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File Tools will complete the following checks:
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Validate the files to check for any potential data corruption in the files you’re backing up.
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Check for files that might overwrite—adding the date/time stamp to your backup will prevent this.
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Ensure files are not in use: Files in use will not be backed up. It is best to ask all users to exit Sage 300 CRE prior to beginning the backup. However, if files are in use, ask other users to exit the software and then click the Back button and Next button again to refresh the checks.
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Verify space is available for the operation—the .tszip2 file that is created will have a maximum size of about 2 GB.
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Review the List of Files to Back Up
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Click Next. The list of files to be backed up will be presented. You can select files to skip if desired.
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Click Next two more times to begin the execution of the backup.
Confirm Successful Completion
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When the backup is complete, confirm that the Operation Journal reports that the operation was successfully completed.
Want more great tips for Sage 300 CRE? Check out “How to Print Sage 300 CRE Reports to Excel” or log into Sage City for additional resources.
by Kyle Zeigler, Sage Senior Certified Consultant