• sage taxation is SQL based
• you need to run a manual backup so that the backup is then placed at
  c:\Shared Files\Sage Tax Backups\
  it is then backed up from that location
• there are good install and upgrade instructions on the install disc

To install sage taxation as a network system:

on the server:

• Install sage Taxation on the server
• install microsoft mysl express 2005 sp3 only
• add these to the firewall
  1433 TCP
  1434 UDP
  sqlbrowser possibly not - C:\Program files\Microsoft SQL Server\90\shared\sqlbrowser.exe
  mysqlserver - C:\Program files\Microsoft SQL Server\MSSQL.1\MSSQL\Binn\sqlservr.exec
• create a folder c:\SageTax and share it out as 'Tax Share'
• map it locally as t:\

then when installed on server,

On the Client PC:

• map t: to \\server\Tax Share
• install workstation version,(files only)
• location of mysql server is
  SERVER\SageTax
  password needed is $agedadm1n

Additional Stuff:

To run a manual backup

• go to programs/Sage Practice/Tools/Sage Taxation/Sage Taxation/Backup & Restore.lnk
• all users should be logged out, if there are users still in sage taxation it will warn
• check backup location is set to c:\Shared Files\Sage Tax Backups\  , this should be replicated automatically throughout your clients. The setting can be accessed by clicking settings in the 'Backup and Restore' utility
• and then click backup
• This process is intitiated manually via this process and then by the fact that the backup is then created in c:\Shared Files\Sage Tax Backups\ it is backedup by the main backup system

Setup a schedule backup on the server

• the backup location is configured in the start menu.
• all progs/sage/tools/backup and restore under settings.
• the security option that is there is recommended by the sage guy prior to upgrades because of
  the security data it stores, but not data essential as i am aware.
• next, a schedules task needs to be set in windows.
• goto control panel
• select scheduled tasks
• run this
  c:\Tax Share\SageData\UKTax\Master\Apps\Tools\BackupRestore.exe /BACKUP
• Set weekly or whatever, data will now backup to specified directory

To restore data:

• put the backup file on the server,
• then run backup and restore tool on the workstation
  restore password is :
  mck2ptbgdt

New Install from network

once sage personal tax is installed on the server you can just do the following to install sage tax from the server

• create the following persistent network share
  net use T:"\\server\Tax Share" /yes
• run T:\SageData\UKTax\Master\Install

Upgrading

when you have set sage personal tax up as a network installation:

• insert the cd from sage in to the server and proceed with an upgrade (similiar procedure as downlod section below)
• when performing an upgrade the system will perform a mandatory backup
• when the upgrade is perfomed on the server it will pass the update to the client machines when they log on for the first time they will performa  workstation update

when you download the update or installer (it is a self conatined archive)

• run it, next,
• i accept and next,
• installer now checks resoucses and installed stuff, when finished click next
• your practice has v14.01 installed, this will be updated to v15.00, (note server is called SERVER/SAGETAX), click next
• check info and click install
• it will now check the database and the data etc..
• the installer will continue thourgh its procedure now and at some point will do an automatic backup (i assume default location)
• then click next
• click finish

Additional notes

Sage Taxation will not work. it cannot find the master database and timed out.

• This occured after installing comodo firewall. i also used comodos own dns settings.
• sage instant taxation/compliance utilises DNS to find the servers name and what as happening while using these dns serves was the computers name it was searching for was coming back prefixed like server.dlink.com and therefore would never be found.
• So Remove comodo DNS from the ethernet or WIFI of Sage client machines. It could possibly be added tot he router itself.

There were some new backups relate to sage practice soltions at C:\ProgramData\Sage\Practice Solution\SQLBackups

These were caused by sage practice solution being installed as part of the XRBL update from sage which we do not have a licesnse for and they have shelved it for the purpose it was intended for.

So sage installed a temporary license to edit the automatic backups to set the to C:\Shared Files\Sage Practice Solution Backups  and to also turn them of as they are not needed. later iterations fo sage software will require sage practice solutions so this why it is left installed.