Backup to Data Warehouse (Single Company)
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.
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OR
- Click on the File > Backup Data Files menu option.
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Tick the Send backup to Practical Systems Data Warehouse check box.
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In the Back up data from the company box, tick the years you wish to backup. (All years is preferable)
Note: If there is not a tick next to a year, it will not be in the backup.
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You will now be asked to login to the Data Warehouse server.
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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.
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- 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.
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Enter a description of your backup. (Always add in the backup name whether it is an all year (preferable) or a particular year backup. All backups look the same.)
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Click on the OK button.
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Click OK to the Information message: ' The File has been successfully uploaded to the server.'
Article ID 2000