Backup to Data Warehouse (Multiple Companies)
PS Data warehouse is a secure online warehouse which provides you with a secure off-site storage option.
How to Backup Multiple Companies to PS Data Warehouse:
- Click on the File > Multi-Company Backup menu option
In the Multi-Company Backup window:
- Tick the Send backup to Practical Systems Data Warehouse check box
- In the Options box, tick Include documents if you wish to include any documents attached to transactions in the backup). This can potentially increase the size of the backup file, depending on how many documents you have attached to transactions
- Tick the check box next to the company name and all years will automatically be ticked as selected
- Tick the check box next to each year you wish to include in the backup. If there is not a tick next to a year, it will not be in the backup
- 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
- 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. (eg. Multi-Coy Backup 31/07/17 or the names of the companies that you have included in the backup - Company 1, Company 2, Company 3)
- Click on the OK button
Click OK to the Information message: ' The File has been successfully uploaded to the server.'
Article ID 2001