How do I complete a one-off backup of my Triumph data?

There are times when a one-off backups is required. This is how you apply it to Triumph ERP

For instances where you want to make a copy before you process a month or year-end or when you are requested to send a copy of your data to your business advisor or software consultant.

This backup procedure is not a replacement for your external system backups. External system backups are vital to ensure you are able to restore your system in case of data loss which can be caused by many things ranging from computer viruses to hardware failures to file corruption to fire, flood, theft. Thus this procedure is to be used only for one off backups.


Firstly it is very important to note that you will need to be the only user in the Company you wish to backup and the Company must be in Single User Mode. 


Now let’s make a start.

  1. To make a backup you need to use the “transfer out” option {S – D – T – O}
  2. Follow the wizard (next)
    one-off backup
  3. Select the Company you wish to backup (Transfer Out)
  4. Select the location to back up the data to (Destination Folder)
    one-off backup
    And select your options (DO NOT INCLUDE “Index Files” or “Library Database” unless you have been specifically asked to)
  5. Add a comment if appropriate and then select Next
  6. Check Transfer Company Out details and if correct, tick “Confirm to transfer out the company”
  7. Select the Process button
    If successful, you will be presented with the following screen

Well done you have now completed a safe and successful one off backup of your Triumph data.

Just as a reminder;
This backup procedure is not a replacement for your external system backups. This procedure is to be used only for one off backups.