I admit it, I’m addicted to golf! I love it in the rain, sun, cold, heat—there is no better day for me than being on the golf course and challenging myself with that little white ball.
A few weeks ago I went golfing. Now for those of you that live in sunny climates golfing probably consists of throwing your shoes and clubs into the car and off you go. For those of us that live in Oregon, preparing for golf is an art. You must be ready for sun, rain, coldness (think layers), and, of course, you need snacks, cold drinks, and other nourishment. By the time I loaded my bag into the car, it was stuffed so full I could have lived off of it for a full week.
Why did I take all this time to prepare and have a backup plan? Morning started off cold: pull out fleece–check! By hole 9 it was a bit muggy: take off fleece, stuff in bag, remove at least one layer of clothing–check! Hole 12, RAIN! Pull out umbrella, rain pants, rain jacket–check!
Not being prepared can result in some pretty miserable golf conditions that could take my game to a whole new low. So why am I telling you this? Having a backup plan is vital to your game and also to your business. What is your back-up process? Here are a few recommendations for you:
- Daily—Back up your data every day. We also recommend that you back up all files in your data folders each time you perform a backup. Use some type of removable media such as tape, diskette, or CD to make your daily backups and do not over write the previous daily backup. Date these backups and delete them after you have a good permanent month-end or quarter-end backup.
- Safety—You should also do a safety data backup every time you perform a major procedure that affects your files such as posting, moving files, or printing checks and invoices. You can make safety backups prior to performing major tasks to personal hard drives or to the network drive.
- Month-end—Make month-end backups just prior to closing the month and use a permanent backup such as a removable media. At month-end, we also recommend you back up any application folders that contain customization such as payroll formulas, security, and custom reports.
- Quarter-end—Make a quarter-end backup just prior to closing the last month of the quarter and use a permanent backup, such as a removable media.
- Year-end—Prior to closing the last month of the year, make a year-end backup that is permanent to a removable media.
You may want to store permanent data backups or copies of the data backups off site or at a secure location.
These recommendations are a guideline and you may decide to back up more or less, depending on how much data you enter each day.
Don’t be caught on the course without your bag of tricks because you never know when it’s going to hail!
About the Author
Amy Pierce is a Director of Customer Support at Sage. She has over 26 years’ experience in support and service. During off hours you will most likely find Amy on the golf course or a nature walk. You can reach Amy at Amy.Pierce@sage.com, or follow her on Twitter @Pierce_AmyJ