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10156: Sage Backup Manager Setup and Management

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Author: samantha

Sage Backup Manager Setup and Management

 

The Sage 50 Backup Manager in Sage Accounts v21 and above is an automatic backup tool that allows you to schedule automatic backups that will run
in the background whether you in Sage or not.  You can schedule where the backup are to be taken to and how long these backups should for.  This
document will explain how to setup the backup schedule and maintain it.

This backup manager also will give you an overview on the following:

  • The health of your data set
  • when the backups were taken
  • The number of users currently in Sage.

How to set up your Sage Backup schedule:

  • Long into Sage 50 as the Manager login and password
  • On the top menu bar click on ‘File’ and select Schedule Backups and click on the ‘Settings’ tab

 

Enter in your backup schedule settings:

  • Under the Panel ‘Backup Schedule’ you can select how often you want your backups to run and check data.  This backup time is based on your server
    clock and not the clock on your local PC.
  • Company Name:  Click onto the tick boxes for the companies that you want included in the automatic backup.  If you are using Sage 50 Cloud Accounts
    you will need to backup your data to ‘Microsoft One Drive’,  select the ‘OneDrive’ tick box for the required companies.
  • Sage 50c OneDrive email notification:  This is only for Sage 50 Cloud accounts, if you set your backups to upload to Office 365 you can choose to receive
    an email notification each time the backups have been taken.  This email includes the status of the backup and whether there are any errors, warnings etc
    on your data.
  • File type to include in the backup: You can chose the type of files to be includedin your backup.  Your ‘Sage accounts’ will always be included as this is your data.
  • Backup Location:  By default your backup files will be saved to the C:\SageBackups on the computer where your data is stored.  If you data is on the server
    then your backups will be saved to the server.  From Sage Accounts v23 and above, you can also store your backups on any fixed drive on your server, and if
    required you can specify a specific folder by clicking on the ‘Edit Folder’ button.  If you’ve Google Drive,  Microsoft OneDrive or DropBox, the relevant folders
    appear in the drop-down for selection which will then sync to the cloud.
  • Server disk space limit: The automatic backups will create automatically as long as there is sufficient space on your server hard drive.  By default the backup
    manager will create backups as long as there is at least 20GB of space.  However this disk space can be amended.

Once you have selected the appropriate settings click ‘Save’.

 

How to specify the number of backups to be  held

To determine how long you want to keep the backups for on your system, click onto the tab ‘Backup Files’ and select from the drop down for ‘Automatically delete
backups files older than’ and select the appropriate time frame (Never delete,  1 day, 1 Week, 1 Month, 1 Year).

Please Note: that if you select ‘Never’ the backup manager will not manage the Sage Backups folder and will not delete older backup files which may
reduce the
disk space on your server.

 

Once you have completed Backup Manager setup you should log into Sage each morning as the Manager user and view the Sage Backup schedule Overview tab,
this screen will show you the health of your data before the daily processing begins.  This in turn will give  you the confidence in knowing that you are working
on healthy data.

To view the Backup Manager Overview, click onto the File and select ‘Sage Backups Schedule’ and then select the tab ‘Overview’.  On this you will have a panel
for each company that you’ve selected for backup and is reporting on the following:

  • It is reporting on each company that you have selected for backup
  • It is reporting on the number of users currently logged into Sage
  • It is reporting on the result of the data check and when the last backup was taken

(SD)


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