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.

1.  Tick the Send backup to Practical Systems Data Warehouse check box.
   
2. 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.

• 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.

1.  You will now be asked to login to the Data Warehouse server.
   
2. 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.

1. 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.)
   
2. Click on the OK button.
   

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