Moving to the Cloud

SUGGESTED

We will soon be getting rid of our remote server and moving to the storage of our data to the cloud.  I am unsure of how to get this process started in Sage.  Can anyone provide me with a step by step set of instructions?  I don't know what to do first!  We pay for the business care plan so maybe I start with them?  Thank you!

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    SUGGESTED

    Hi  ,

    Thank you for reaching out. I've reviewed your account ending in 400xxxxx488 and can confirm that you have Remote Data Access but no Microsoft One Drive license, unless you have an external license not recorded with us. To clarify, Remote Data Access allows sharing live data with multiple users in different locations, but it's not a backup solution.

    For cloud storage, One Drive is the primary option. 

    Here's a brief overview to help you get started:

    1. Decide on your backup frequency. This depends on your company's needs.
    2. Choose where to save your backup. Options include internal/external drives, cloud locations like One Drive, etc.
    3. Explore cloud backup using Microsoft 365 (if you have or acquire a One Drive license).
    4. Consider setting up automatic backups for convenience.

    For detailed instructions, please refer to the "How do I create or make a backup?" and "How do I use the Microsoft 365 feature Cloud Backup?" sections in our resources.

    Feel free to reach out to our support team for personalized assistance, please visit Sage.com/Resources for support options or join us at Sage Q&A Live for real-time answers. 

    Warm Regards,
    Erzsi