Automating Sage X3 People Backup

The following are the steps for automating Sage X3 People backups:

  • Login to the X3 Folder with Administrator account.
    Open the Recurring Task Management Screen. (Usage-> Batch Server->Recurring Task Management).
  • Create a new Recurring Task from the screen. Please refer the below screenshot for creating the Recurring Task.

  • If you are creating a Task Code from the X3 Folder do enter X3 as the Folder in the Field ’FOLDER’. Enter an Admin User in the User Code field.
  • Make sure you enter the TASK CODE as “DOSEXTRACT”.
  • Setup the Periodicity as per your requirement and Click on Active.
  • Then Click on Create.
  • Click on Parameter Definition. This will open the below window(Data Extract):


  • Enter the name of the Folder whose data you need to extract. Keep rest of the field’s value as default and click on OK.
  • Click on Save and your recurring task setup is complete.


The recurring task will automatically execute the data backup for the folders that you have setup. You will have to setup a Recurring Task for each folder to take their respective backup.

Note :

Warning, this type of function is a maintenance function reserved for developers, it is linked to the Adonix engine and not to the standard databases. As a consequence, it should not be used as a habitual backup procedure, since it does not have the guarantees of security or performance. A backup with the standard database tools is strongly recommended before every use of this type of function.

Amongst the limitations of this type of function, it should be noted that, if it is launched for several database tables, it can lead to a database image that is not globally coherent if updates take place during the export (unlike the standard tools associated with the databases). If the function is to be used to extract a coherent image, it is necessary to ensure that nobody else is connected to the folder during the extraction.

Scheduling automated backup 2

Sage Pastel Evolution is an Accounting / Stock / Point of Sale program for medium to large sized companies. The program can support a large number of concurrent users and an unlimited number of companies. It uses Microsoft SQL Server as its underlying database. It is very important to take backups for the database files on regular basis.

Backups are security copies of your data. There are a number of strategies to ensure data security. It is vital that you understand all these issues. Making security copies of your data is essential. The database is stored on your hard disk, and the hard disk is subject to hardware failure, physical damage from natural events, and theft. The information you store in your database is worth thousands of times as much as the physical hardware. In fact, your business may fail if you lose this data!

If you are using MS SQL Express edition see automatic backup script for MS SQL Express Edition

In this article, I am going through step by step that will allow

  • Users to schedule the backup to be taken on a particular interval 


  • SQL Sever
  • SQL Studio Management
  • SQL Server Agent must be running
  • “SYSADMIN” database role

Using Maintenance plan to schedule database backup

Limitations and Restrictions

  • To create a multiserver maintenance plan, a multiserver environment containing one master server and one or more target servers must be configured. Multiserver maintenance plans must be created and maintained on the master server. These plans can be viewed, but not maintained, on target servers.
  • Members of the db_ssisadmin and dc_admin roles may be able to elevate their privileges to sysadmin. This elevation of privilege can occur because these roles can modify Integration Services packages; these packages can be executed by SQL Server using the sysadmin security context of SQL Server Agent. To guard against this elevation of privilege when running maintenance plans, data collection sets, and other Integration Services packages, configure SQL Server Agent jobs that run packages to use a proxy account with limited privileges or only add sysadmin members to the db_ssisadmin and dc_admin roles.



To create or manage maintenance plans, you must be a member of the sysadmin fixed server role. Object Explorer only displays the Maintenance Plans node for users who are members of the sysadmin fixed server role.

Login to Sql Management studio and connect to the required database. Now from the object explorer, make sure SQL server agent is running, if not start SQL server agent(Right click and press start).

Expand the Management Node from the object explorer, and then select the maintenance plan node.

Right click the maintenance plan and then select “Maintenance Plan Wizard”.

[nextpage title=”Maintenance Plan Wizard 1″ ]Maintenance Plan Wizard[/nextpage]

Enter the maintenance plan name in the popup box (This can be any name that identifies your task for ). This will identify your backup plan and you should choose a relevant name that suits your plan.

To Schedule, click “Change” button.This will bring the job schedule properties popup window that configure the execution time/frequency of the tasks. Configure the data carefully so that it suits your requirement. Usually database backups are taken daily basis. Make sure you are selecting proper time so that your database is least used. Click ok once you finish.



Select the Maintenance Task

Define Backup Tasks

  1. On the Define Backup Database (Full) Task page, select the database or databases on which to run a full backup. This task uses the BACKUP DATABASE statement


Define backup database task

Backup component

Select Database to back up the entire database. Select File and filegroups to back up only a portion of the database. If selected, provide the file or filegroup name. When multiple databases are selected in the Databases box, only specify Databases for the Backup components. To perform file or filegroup backups, create a task for each database. These options are only available if a single database is chosen from the Databases list above.

Backup set will expire check box

Specifies when the backup set for this backup can be overwritten. Select After and enter a number of days to expiration, or select On and enter a date of expiration.

Back up to

Specifies the medium on which to back up the database. Select either Disk or Tape. Only tape devices attached to the computer containing the database are available.

Back up database(s) across one or more files

Click Add to open the Select Backup Destination dialog box.

Click Remove to remove a file from the box.

Click Contents to read the file header and display the current backup contents of the file.

Select Backup Destination dialog box

Select the file, tape drive, or backup device for the backup destination.

If backup files exist list

Specify how to handle existing backups. Select Append to add the new backups after any existing backups in the file or on the tape. Select Overwrite to remove the old content of a file or tape, and replace it with this new backup.

Create a backup file for every database

Create a backup file in the location specified in the folder box. One file is created for each database selected.

Create a sub-directory for each database check box

Create a sub-directory under the specified disk directory that contains the database backup for each database being backed up as part of the maintenance plan.

The sub-directory will inherit permissions from the parent directory. Restrict permissions to avoid unauthorized access.

Folder box

Specify the folder to contain the automatically created database files.

Backup file extension box

Specify the extension to use for the backup files. The default is .bak.

Verify backup integrity check box

Verify that the backup set is complete and that all volumes are readable.

[nextpage title=”Select Database” ]Select Database[/nextpage]

Select the database


Specify the databases affected by this task. When selected, the drop down list provides the following options: All databasesAll system databasesAll user databases,These specific databases.

All databases

Generate a maintenance plan that runs maintenance tasks against all SQL Server databases.

All system databases (master, msdb, model)

Generate a maintenance plan that runs maintenance tasks against each of the SQL Server system databases. No maintenance tasks are run against user-created databases.

All user databases (excluding master, model, msdb, tempdb)

Generate a maintenance plan that runs maintenance tasks against all user-created databases. No maintenance tasks are run against the SQL Server system databases.

These databases

Generate a maintenance plan that runs maintenance tasks against only those databases that are selected. At least one database in the list must be selected if this option is chosen.


Click Next


Select Report Options

Click Next

Complete the Wizard

Click Finish

You have successfully created a daily automated database backup operation.

Backup using SQL Query and Task Scheduler

Sage Evolution comes with SQL Express Editions but SQL Server Express editions do not offer a way to schedule either jobs or maintenance plans because the SQL Server Agent component is not included in these editions. Therefore, you have to take a different approach to back up your databases when you use these editions.

This article describes how to use a Transact-SQL script together with Windows Task Scheduler to automate backups of SQL Server Express databases on a scheduled basis.

If you are running MS SQL Standard or Enterprise Editions see Scheduling Backup with SQL Server 2012 Standard  Editions

Step 1

Download the script from the link below


backup view

Extract the files to your local root folder C:/ 

Open the Backup2.txt and edit the database instance name


Save the file name as Backup2.cmd

backup 3

 Step 2

Go to Start…All Programs….System tools…..Task Scheduler

backup 4


Click on Import Task

Locate Evolution Backups.xml extracted from the downloaded file



Click Open



Click other tabs to configure to your taste.

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