How to back up and recover data in Sage X3?
One of the essential functions in ERPs is to provide functions that facilitate the backup and restoration of data.
Sage X3 includes this option in one of its functions available in the Development menu.
Do you want to implement Sage X3 in your company?
To access this option, go to Development > Utilities > Extraction/Integration > Data Import or Development > Utilities > Extraction/Integration > Data Export.
Sage X3 backup folders are called SVG and can be found in the folder of the file itself. A path like the following one: SAGEX3\DossierName\SVG.
Based on the SEED folder of the Sage X3 standard, it would be something like the following image, changing the SEED folder for the folder from which we want to make the data copy.
To carry out the data export process we will perform the following steps:
1º Make a copy of the SVG folder of the file from which you want to extract the data. (The path mentioned above).
2º Access the Sage X3 application. Development > Utilities > Extraction/Integration > Data extraction. You will find a screen like the one below:
In the field Dossier, enter the Dossier you want to make the copy of.
The field Tables to keep defines the table/s from which you want to extract the data. In this case an * is introduced to extract all the tables.
Saving volume refers to the folder where the backup will be saved. In this case it will be SVG.
The Copy configuration files box is checked when you want the file with extension .cfg of the FIL directory to be copied to the extraction directory (SVG in this case). It is recommended to leave this box checked.
The Real size in srf box is checked when you want the file with extension .srf, which contains the dimensioning elements for the tables, to be created considering the real size of the tables and not the expected one.
3º Once the necessary fields are filled in, press Ok, and this generates a process in which the backup is made in the SVG folder of the file path.
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In the case of wanting to recover the data in the Sage X3 application, the following steps must be followed:
1º Make a copy or rename the SVG folder of the file from which you want to import the data. (The path mentioned above). This will serve as a backup in case the process goes down or an error occurs.
2º Copy the new SVG folder that you want to import into the indicated file.
3º Access the Sage X3 application. Development > Utilities > Extraction/Integration > Data integration.
The field indications are the same as in the Data Extraction screen. In this case you can skip steps 1 and 2 if you want to copy the SVG folder from another file in your solution. In this case, in the File field, select the file from which you wish to integrate the data. The volume in which the data is backed up is almost always SVG, and the tables to be integrated, as they are all existing, are indicated with an asterisk.
As in the extraction function this will launch a loading process that will import all the data in order to restore the file.
Note: this process can be launched at any time, although depending on the number and size of the tables in the dossier it can take more than an hour, and it slows down the system considerably, especially slowing down the execution of other processes such as launching invoices or access to transactions.
Hope this helps!