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DATAFORT Information Update
Critical backup information for SAGE accounting systems

Correct backup and recovery of SAGE accounting systems

Among the most popular accounting packages in the UK, SAGE accounting systems are used by accountants and businesses alike.

But how do you backup SAGE?

There can be few more important items of data for any business, so backing up SAGE data correctly and storing that backup offsite is essential. Let’s look at what you should and definitely shouldn’t do.

How not to do it...

A common mistake made by people when setting up a Sage backup is to secure the individual files used by the Sage accounting package. Sage, like many complex data- driven systems, stores information into various linked tables and indexes.

Backing up these individual files may indeed work. But, just as likely, it may not.

The fact is when you backup individual SAGE files there is no guarantee that all the data has been committed to the database. There is no guarantee that the tables and indexes are in synch, and there is no guarantee that someone isn’t updating the database at the precise moment the backup is taking place.

In short, when you come to recover your SAGE data, you may end up restoring a corrupt database – not exactly the desired outcome.
How should I backup SAGE?

The good news is that SAGE has included a backup facility in all their accounting software. Some of the smaller packages such as SAGE Accounts and Line 50 prompt you to perform a backup when you exit the application.

When prompted, backup your SAGE database to a backup directory. It is this directory that should be selected for backup by the DataFort application. It’s as simple as that.

In future, if every time you exit SAGE you answer ‘yes’ to a backup, storing that backup into the backup directory, then DataFort will detect the change and transmit the data offsite in a consistent and reliable manner. If you need to recover the SAGE database, recover the backup file back to your computer, select ‘restore’ from the SAGE menu and select the recovered file. SAGE will open the recovered file and restore your backup to its original state. Simple and reliable.
I use a multi-user version of SAGE with no backup option on exit. What do I do?

Larger SAGE packages, designed for accounts departments with multiple users, don’t prompt a backup on exiting.

The backup facility is still present, however. But in this case it’s menu driven. As it’s not an automated process, it’s necessary to assign the task to a member of staff. Every evening prior to departure, the staff member simply initiates a backup of the SAGE database.

The backup process is the same: backup the database to the backup directory, then select this directory for backup by DataFort. The DataFort system will identify the new backup each evening and store the file securely ready for recovery in the event of a disaster.
I need a bit more detail?

As with all these backup tips, sometimes you will require more information. If you have any doubts or concerns please contact DataFort Sales. We’ll be very happy to help you set up the managed backup of your SAGE database.

If you aren’t yet a DataFort customer and you want help with your SAGE backups, simply apply for a DataFort Select, Select + or Deluxe account. A support desk engineer will help you setup SAGE backup properly. To set up your account, contact DataFort at the number below.

Phone: +44 (0) 1483 872-052
Email:

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