Backup to Data Warehouse (Single Company)

How do I backup my company data file to the Practical Systems Data Warehouse?

PS Data warehouse is a secure online warehouse which provides you with a secure off-site storage option.

How to Backup a Single Company to PS Data Warehouse:

• Click on the Backup toolbar icon.

Or

• Click on the File > Backup Data Files menu option.

• Tick the Send backup to Practical Systems Data Warehouse check box.
• In the Back up data from the company box, tick the years you wish to backup. (All years is preferrable)

Note: If there is not a tick next to a year, it will not be in the backup.

• In the Options box:
  • Tick the Include documents checkbox, if you wish any documents attached to transactions to be included in the backup. Note: that this has the potential to significantly increase the size of the backup file, depending on how many documents are attached to transactions.
  • Add timestamp to filename if you want a date and time to be automatically added to the backup name. e.g. CBPlus 2021-02-24 14.51.11
• Click on the Start Backup button.

• You will now be asked to login to the Data Warehouse server.
• In the PS Login window, enter your Client Code and Password.
  ** If you have never used Data Warehouse before your initial login details are your Client ID in both fields. The password IS case sensitive.
• Click on the OK button.

• We advise you do not Password Protect your Backup, as Practical Systems cannot retrieve your data if you forget your password.
• Click on the Next button.

• Enter a description of your backup. (Always add in the backup name whether it is an all year (preferrable) or a particular year backup. All backups look the same.)
• Click on the OK button.

• Click OK to the Information messsage: ' The File has been successfully uploaded to the server.'