Overview of manual backups

When performing an upgrade, you are prompted to let Sage CRM make an automatic backup of the database and registry. In addition to this automatic backup, we recommended you perform a manual backup of the database, registry, and program files before beginning any work on an upgrade. You should also perform a manual backup before implementing any customization work in a live environment.

A manual backup allows you to preserve a complete set of system, database, and registry files that can be stored independently of the upgrade environment. This provides added security against data loss during the upgrade procedure.

A manual backup also allows you to restore the customer’s environment in-house, creating a mirror image of the customer’s existing Sage CRM environment. You can then carry out the upgrade procedure and post upgrade testing in-house, or on a test server at the customer site.