Difference between revisions of "Setting up the Platinum backup program"

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The following article explains the Platinum Backup program (SXBackup) and how to set up a short-cut to run the backup at the press of a button.
 
The following article explains the Platinum Backup program (SXBackup) and how to set up a short-cut to run the backup at the press of a button.
  
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{{Warning|title=Important|text={{Red| Always remember '''ALL USERS''' must be out of Platinum and the user monitor screen cleared before any backup is done. If you are having problems with this, the [[How do I clear Locked Users?]] article should help.}}}}
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{{Tip|text=If you have a full server backup in place then you may choose not to implement the Platinum backup program. However this option does provide the means of backing up your Platinum data to a seperate device or location aside from the full server backup. Please speak to our IT Services team or your IT provider if you have any queries regarding your current backup system.}}
  
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== Installing the Programme ==
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== More Information ==
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The Backup program is now included with the standard Platinum installation and is installed or updated whenever you [[Downloading a Platinum Update|update Platinum]].
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{{Warning|text=Always remember '''ALL USERS''' must be out of Platinum and the user monitor screen cleared before any backup is done. If you are having problems with locked users, [[How do I clear locked users?|this article]] should help.}}
  
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== Starting the Backup ==
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=== Installing the Programme ===
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A short-cut (icon) will be in your {{FilePath|SXIcons}} folder on your desktop, called {{FilePath|Platinum Backup}}. Double click this to start the backup process. The program will ask a question before starting the backup:
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The Backup program is now included with the standard Platinum installation and is installed or updated whenever you [[Downloading a Platinum update|update Platinum]].
  
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=== Choose Backup Drive ===
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Typically this process will be part of your system installation but if you are unsure what process is in place please speak to your IT provider, our IT services team or our Support team.
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This question is asking you where you want the backup to go. We currently recommend a {{eCommerce|sku=ExternalDevice|USB Pen Drive}} as a preferred method of backing up as they are cheap and easy to obtain and have adequate capacity. However any device with sufficient space that can be written to directly can be used. At this point you need to insert whatever media you are using. If you are using a Windows XP machine and the device is USB, this will bring up a window saying:
 
  
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"This Disk or device contains more than one type of file content - What do you want Windows to do?"
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=== Starting the Backup ===
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A short-cut (icon) will be in your {{FilePath|Platinum Folder}} folder on your desktop, called {{FilePath|Platinum Backup}}. Double click this to start the backup process. The program will ask a question before starting the backup:
  
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This window is headed with the drive letter of the {{eCommerce|sku=ExternalDevice|external device}}, e.g. {{FilePath|KINGSTON (X:)}} In which case this is what needs to be entered in the {{DataPrompt|Select Backup Drive}} box e.g. {{FilePath|X:}}.
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==== Choose Backup Drive ====
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This question is asking you where you want the backup to go.
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The location is down to your preference e.g. USB stick, external Hard Drive, One Drive etc. If unsure about the method most suitable for you please {{SalesContact}} for advice.  
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If using an external device please insert it into your computer now and select the drive letter it has been allocated. Alternatively select the drive letter for the alternative backup location.  
  
 
The Backup program will now show a black and white screen showing the progress of backup creation.
 
The Backup program will now show a black and white screen showing the progress of backup creation.
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When this box disappears the backup will begin copying to your chosen backup device and then a log of the backup operation will be displayed, noting any errors or warnings that may have occurred.
 
When this box disappears the backup will begin copying to your chosen backup device and then a log of the backup operation will be displayed, noting any errors or warnings that may have occurred.
  
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{{Tip|title=Tip|text=If you wish this process to be more automated, it is possible to schedule this. The help document stored in {{FilePath|<Platinum Installation Drive>\SX\SXBackup}} called {{FilePath|Usage.txt}} may help.  
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{{Tip|text=If you wish this process to be more automated, it is possible to schedule this using the Windows Task Scheduler. The help document stored in {{FilePath|<Platinum Installation Drive>\SX\SXBackup}} called {{FilePath|Usage.txt}} will help with the commands that you will need.
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* {{SupportContact}} if you need further assistance.}}
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Please {{SupportContact}} if you need further assistance.}}
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== Checking your Backup ==
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Once the backup is complete, you should use Windows Explorer to check the details of the backup file created.
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* The file will have been created on your external drive as above and in {{FilePath|<Platinum Installation Drive>\SX\SXBackup}}.
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** The file is called {{FilePath|SXBACKUP.ZIP}} and should be dated either today if you have followed the instructions above or yesterday if it has been scheduled to run overnight.
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* You should also check the log files by going to {{FilePath|<Platinum Installation Drive>\SX\SXBackup\Logs}}.
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** Open the log file dated either today or yesterday.
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** If you find any errors or are concerned about any information in the log file please {{SupportContact}}.
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* See [[Troubleshooting Your Platinum Backup]].
  
 
== See also ==
 
== See also ==
 
* [[Troubleshooting Your Platinum Backup]]
 
* [[Troubleshooting Your Platinum Backup]]
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* [[How do I clear Locked Users?]]
 
 
* [[How do I Change the Drive Letter of my Backup Device?]]
 
* [[How do I Change the Drive Letter of my Backup Device?]]
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* [[Payroll End of Year]]
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* [[How do I clear locked users?]]
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* [[How to process a month end]]
 
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* [[How do I Process a Year end?]]
 
 
* [[Why is my Backup Not Copying to My External Device?]]
 
* [[Why is my Backup Not Copying to My External Device?]]
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* [[Getting Started - Accounts]]
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* [[Payroll end of year]]
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* [[How do I process a year end?]]
  
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{{KB_Tags|Backup, back up, backup, sxbackup, process, year, month, end, year end, process year end}}
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{{KB_Tags|backup, back up, sxbackup, process, year, month, end, year end, process year end}}
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{{ZN_Accounts}} {{ZN_Admin}} {{KB_SL}} {{KB_PL}} {{KB_NL}} {{FAQ}} {{Hint}}
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{{Guide}}{{Hint}}{{ZN_Accounts}}{{ZN_Admin}}

Revision as of 11:31, 18 January 2023

Summary

The following article explains the Platinum Backup program (SXBackup) and how to set up a short-cut to run the backup at the press of a button.

If you have a full server backup in place then you may choose not to implement the Platinum backup program. However this option does provide the means of backing up your Platinum data to a seperate device or location aside from the full server backup. Please speak to our IT Services team or your IT provider if you have any queries regarding your current backup system.

More Information

Always remember ALL USERS must be out of Platinum and the user monitor screen cleared before any backup is done. If you are having problems with locked users, this article should help.

Installing the Programme

The Backup program is now included with the standard Platinum installation and is installed or updated whenever you update Platinum.

Typically this process will be part of your system installation but if you are unsure what process is in place please speak to your IT provider, our IT services team or our Support team.

Starting the Backup

A short-cut (icon) will be in your 'Platinum Folder' folder on your desktop, called 'Platinum Backup'. Double click this to start the backup process. The program will ask a question before starting the backup:

Choose Backup Drive

This question is asking you where you want the backup to go.

The location is down to your preference e.g. USB stick, external Hard Drive, One Drive etc. If unsure about the method most suitable for you please Contact your Platinum dealer or our sales team on 0116 230 1500 or by using our website sales contact page for advice.

If using an external device please insert it into your computer now and select the drive letter it has been allocated. Alternatively select the drive letter for the alternative backup location.

The Backup program will now show a black and white screen showing the progress of backup creation.

When this box disappears the backup will begin copying to your chosen backup device and then a log of the backup operation will be displayed, noting any errors or warnings that may have occurred.

If you wish this process to be more automated, it is possible to schedule this using the Windows Task Scheduler. The help document stored in '<Platinum Installation Drive>\SX\SXBackup' called 'Usage.txt' will help with the commands that you will need. Please Contact your Platinum dealer or our support team on 0116 230 1500 or by using our website support contact page if you need further assistance.

Checking your Backup

Once the backup is complete, you should use Windows Explorer to check the details of the backup file created.

  • The file will have been created on your external drive as above and in '<Platinum Installation Drive>\SX\SXBackup'.
    • The file is called 'SXBACKUP.ZIP' and should be dated either today if you have followed the instructions above or yesterday if it has been scheduled to run overnight.
  • You should also check the log files by going to '<Platinum Installation Drive>\SX\SXBackup\Logs'.
    • Open the log file dated either today or yesterday.
    • If you find any errors or are concerned about any information in the log file please Contact your Platinum dealer or our support team on 0116 230 1500 or by using our website support contact page.

See also


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Keywords AND Misspellings
backup, back up, sxbackup, process, year, month, end, year end, process year end
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