08-Backing Up & Storing Data for SapphireOne

Backup Recommendations.

SapphireOne strongly recommends that any back up files are stored on a separate drive to the drive that SapphireOne has been installed on. This means that if either drive fails for some reason, the data can be recovered from the still operational drive. The folder structure documented below could still be setup on the other drive. However, a backup is not really a backup until you have a backup for the backup!

Storing Data Overview

When running SapphireOne server the user will have to keep certain files to ensure the correct operation of the SapphireOne server. The most critical file will be your Live Data File and it should not be stored on the server desktop. By creating a single folder, everything relating to your sever may be stored in it.
The recommended name for the new folder is SapphireOne Constants although this could be any name that the user wants. This folder when created, will then sit directly off the SapphireOne folder.
This means that when an upgrade is done, it will continue to sit just below the main SapphireOne server folders in the directory tree with the new upgrade appearing just above it if the folder sorting is set for alpha numerical from low to high going down. Through any number of 4D upgrades it will retain the same path to the SapphireOne Constants folder.

In it create sub folders as required, although a folder with the name of ALiveDataFile it will be very obvious as to what is in the folder for any SapphireOne support staff looking for your companies data file. By prefixing the name with the letter, A, the system will keep it at or towards the top of the list, when additional folders are created in SapphireOne Constants folder. (With or without a space it’s up to the user).

Recommended Folders.

  • Your Data File – The folder containing your data file should contain the following and nothing else.
    • 4D SapphireOne files – The main 4D files, the Temporary Folder, and again nothing else!
    • 4DD file only – If the Name.4DD data file is copied into the ALiveDataFile folder and run up, SapphireOne will automatically create all of the files and folders in that folder automatically.
    • Time Taken – It should be noted that for large data files the creating of the new index file will take some time!
  • 4D backups- 4D now offer a backup solution from within the SapphireOne data file function. When setting the 4D backup function up, the user will be asked where these backups are to be stored?
  • Manual Backups – When an upgrade is performed it is recommended that the user backs up the data file manually as a zip or rar file.
  • Additional Folders – Additional sub folders can then be created below the SapphireOne Constants folder as required. A couple of thsee have been created in the chart above.

You can review our Blog and YouTube channel for additional information and resources on SapphireOne ERP, CRM and Business Accounting software.

Was this helpful?