How to backup Sage BusinessVision data?
Description
Cause
Resolution
Sage BusinessVision doesn't have a built-in backup utility. There are several ways to do a backup:
  • Copy/ Paste the data folder or the customized forms/ reports to another location on the computer
  • Copy/ Paste the data folder to USB key, external hard drive or any other media device
  • Use a third-party backup utility. Sage doesn't recommend a backup utility. Consult with your IT support for a backup utility

What do you need to back up?

  • You need to back up the working directory and any customized forms/ reports

How to determine the working directory?

  1. Start Sage BusinessVision.
  2. On the Company Selection window, click the company name to highlight.
  3. The location of the data folder is displayed in the Working Directory box.

How to determine the location of your custom forms?

  1. Click File, Printer Setup, then Print Properties.
  2. Highlight each form and check the path for the form. If the path is C:\BusinessVision\Reports, they're normally the standard forms. If the path isn't C:\BusinessVision\Reports, they’re custom forms.

How to determine the location of your custom reports?

  1. Click File, Print Reports.
  2. Select each module and click Custom Reports tab for each module.
  3. If there's a custom report, highlight the report and click the Edit button. The path will show the location of the custom report.

 TIP: Add the date on the folder name when you label the backup folder. This will avoid overwriting the old backup copies and helps locating the backup easier. 

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