Backup Individual Company to Data Warehouse

Backup Individual Company to Data Warehouse

Backup Individual Company to Data Warehouse

Cashbook Platinum

Step 1: Backup Data

  • Click on File
  • Backup Data
  • Individual Company menu option


Step 2: Backup Company Window

In the Backup Company window:
  1. Tick the years you wish to backup
  2. Click on Browse to select a local backup location
  3. Tick the Send this file to the Practical Systems Data Warehouse on completion check box
  4. Tick the Date/time stamp default filenames checkbox
  5. Click OK


Step 3: Confirm

  • Click Yes to the Confirm message: ' Proceed with backing up the selected data to C:\Cashbook Backups\CBCompany 2017-04-07 14.18.57.zip?'
  • Click OK to Information message: 'Backup Complete.'
  • Click OK to Information message: 'You will be asked to login to the data warehouse server. Once logged in your backup will be uploaded.
  • In the Login window:
  1. Enter your Practical Systems client code and password
  2. Click OK to continue

v. Click Next

 
vi. Enter a description for the backup file
vii. Click OK to continue

 
viii. Click OK to the Information message: 'The File has been successfully uploaded to the server.'



Article ID 1896