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How to Setup Automatic Backup in Sage 50?

    You can plan backups of your company’s data using the software known as Sage 50’s Automatic Backup, which you can use outside of Sage 50. If you’d like, you can execute it from a command line. You are setting up a configuration file, or the guidelines your backups will abide by, in the Automatic Backup box. If you’d like, you can make several configuration files. For detail instructions, you can read out this post. This post explains all the important factors for how to setup automatic back-up in Sage 50 including step by step instructions to do it successfully.

    Important Factors Must be Taken into Considerations

    The following requirements must all be met in order for the automatic backups to function:
    ✓ The automatic configuration needs to be set up on the machine that houses the data.
    ✓ That computer must be turned on at the time the backup is scheduled to run.
    Sage 50 Company is not permitted to be in use.
    ✓ If the aforementioned requirements are not satisfied, the backup will not be made.

    Steps by Steps Instructions to Setup Automatic Backup in Sage 50

    Follow the setup instructions below if the aforementioned conditions are satisfied:

    Total Time: 20 minutes

    Step 1:

    While Sage 50 is open, select File, Setup automatic backup in Sage 50. Additionally, you can use the desktop icon or the Start menu to open the Automatic Backup Configuration.

    Step 2:

    By selecting Browse next to the Company directory, choose the desired company directory.

    Step 3:

    By selecting Browse next to Save Backup to, choose the location for the backup files.

    Step 4:

    If the company has configured users:
    ✓ First, enter your Sage 50 user name
    ✓ Type the Password in
    ✓ Authenticate the password
    ✓ Choose Verify User Details.

    Step 5:

    Add if desired under Include, if available:
    ✓ Lookup the backup file’s name for the company (recommended if using more than 1 Sage 50 company)
    ✓ Next step is to check Archived Companies
    ✓ Verify the Attachments (recommended if attaching files, such as PDFs or images, to transactions or maintenance records).

    Step 6:

    Choose the preferred backup option if there is an existing backup file. It is strongly advised to have a new backup file generated automatically.

    Let’s say that when the Setup automatic backup in Sage 50 is executed, a backup file with the identical name already exists in the backup location. In that situation, selecting this will result in a fresh backup file.

    Step 7:

    Check users are logged out before performing a backup (recommended but not required).

    Step 8:

    Next step is to press the “Save” button

    Step 9:

    For the configuration file, you can select a save location and a file name. Also, the company directory is required.

    Step 10:

    Again, hit the Save button

    Step 11:

    Once done with that, click on the Schedule option

    Step 12:

    Now, you’re supposed to choose the backup schedule which you wish to (weekly backups are suggested)

    Step 13:

    Once again, click on the Ok tab

    Step 14:

    Enter the Windows account password when prompted and then click Ok

    Note: A password must be set for the Windows user account in order to use the Windows Task Scheduler. If the user account doesn’t require a password to log in, the job cannot be scheduled.

    Step 15:

    At last, hit the Save button
    ✓ For the automatic backups to work properly. However, Windows must be activated on the computer that produced the backup configuration file. Thus, the server is where these processes should be carried out.
    ✓ The backup won’t function if any users are logged into the Sage 50 Company at the time of the scheduled backup and the option to Log out users before executing backup is not turned on.
    ✓ To prevent data loss in the event of hardware failure, it is advisable that backups be stored to a particular backup folder and that this folder be periodically backed up to an off-site location or external drive.
    To view the log of automatic backups, navigate to the location where the backup configuration file (.PTC) was saved and open the .txt file with the same name.


    Expectedly, this post provides you clear understanding for how to Setup automatic back-up in Sage 50. With proper guidelines, you can effortlessly setup automatic backup. However, user has to go through several problems during this process. But, there will be no disturbance to your peace of mind as with this post, you can get all the steps in just one place. For more detail, you can reach out Sage 50 Customer Helpdesk.

    ⚛ FAQs:

    What is Sage 50 Automatic Backup, and Where Can I Locate it So I Can use It?

    When using Sage 50; open a company you want to backup. Next step is to go to the File >>> Automatic Backup or click Automate Backups in the System Navigation Center.

    How Can I Tell if a Backup was Done Correctly?

    With the help of below steps, you can easily know the backup is done successfully:
    ✓ First step is to open the Sage 50 Automatic Backup
    ✓ Your configuration file will appear when you click Open where PTC is its extension
    ✓ Choose View Log. You can see the history by doing this.
    ✓ No backup has ever been made if View Log is deactivated
    ✓ Make that the backup is present by browsing to the location you designated for it to be saved
    ✓ In the end, you can see the backup will end with the .ptb extension.

    What to Do If a Backup File Already Exists?

    You can perform three things if a backup is already exists:
    Automatically create a new backup file: As long as you have the disc space, doing this is advised. It will change the backup file’s name by appending a sequential number. You should keep many copies of your backup on hand.
    Overwrite the existing backup file: There is only one backup version left after each backup has been overwritten. As a result, in the event that a backup is flawed/corrupted, you have no other options. So, we do not advise choosing this option.
    Stop the backup process: Any backup files with the same name present in this same location will cause the procedure to terminate. The log file will receive a new entry.

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