How to perform a manual migration of Sage 300 Construction and Real Estate (CRE) version 9.5 and later to the following operating systems:

• Windows Vista, Windows 7 and later
• Windows Server 2008 and later

Supported operating systems vary by version. See 300 CRE Product Documentation for System Requirements for each version.

Notes:

• The Migration Tool is the preferred method to migrate Sage 300 CRE to a new server.
  • Some benefits of using the Migration Tool are:
    • It provides an easy to use interface, and simplifies the migration process.
    • You may upgrade to the next version in the upgrade path.
    • It will migrate macros to the new server, rather than having to recreate them, if in the company folder.
    • Will automatically update some custom report paths. Note: It will not update file paths with mapped drives only UNC paths.
    • Migrate attachments to the new server and remap their file paths automatically rather than having to manually update file paths.
  • The original server must be functioning and available on the network to use the Migration Tool. If a hardware failure has happened or the original server is offline, please follow this article rather than using the Migration Tool.
  • For complete instructions on how to use the Migration Tool refer to the Installation Guide, User's Guide, or refer to How to use the Migration Tool for Sage 300 Construction and Real Estate
• When moving data to a new server, do not copy the data folders to non-UAC compliant locations such as C:\Program Files\ or C:\Program Files (x86)\. Please see the User's Guide (12.1 and later) for more information on UAC compliant locations. The default location for data is \\ServerName\Timberline Office\Data.

Overview of Process

1. Copy Company data folders from the original server to the new server.
2. Copy the 9.5 folder from the original server to C:\ProgramData\Sage\Timberline Office\9.5 on the new server.
3. Install the same version Sage 300 CRE to the new server.

Important Considerations:

• This process is complex. Please read this entire article before attempting to move your Sage 300 CRE Accounting files to a new server. If any step is unclear, contact your business partner or Customer Support for assistance before the process begins.
• On the new server, reinstall the same version of Sage 300 CRE. Be sure to apply any patches or software updates on the new server that were applied on the original server.
• After you have successfully migrated your current version of Sage 300 CRE to the new server and tested your applications in the new location, you can install the newer version.
• If the drive mapping to Sage 300 CRE on the server changes at the workstation, then the link to any custom reports will longer work. To resolve the issue, update the path specified for your custom reports in Reports Manager from the Reports menu of the appropriate applications.
• If you have Estimating Products on the destination machine, you should remove them before beginning to install Accounting products. Estimating products may be reinstalled after Accounting products have been installed successfully.
• Validate that you have enough drive space on the new server to install. Sage Timberline Office installs various files to the same drive location as the ProgramData folder, typically the C: drive. You must have at least 4 GB of space available on this drive to install Sage Timberline Office. Drive space requirements vary by version, refer to the product documentation for more information.
• These instructions have changed. In previous versions of these instructions there was a requirement to setup a registry key and to have your activation codes prefill. Those requirements have been removed.

A. On the old server:

1. Have all operators exit all Sage 300 CRE applications.
2. Check File Locations (if any) for each company data folder: File, Company Settings, File Locations.
   • File Locations are company specific so you need to log into each company to check the file locations.
   • Make sure data in file locations (if different than location of your main company data) is copied to new server.
   • Make note of file locations as you will need to re-point these locations on the new server. UNC paths are recommended
3. If you have PJ Correspondence log attachments, note where they are located and make sure they are copied to the new server.
   • Note: After migration is complete and you have moved the attachments, you need to remove the attachments from existing log entries in PJ and reattach them from the new location. Or refer to How do I correct my Project Management correspondence log attachments after migrating my data to another server or location? to correct the path to the attachments.
4. Backup the Sage 300 CRE data. Confirm that the backup is successful before continuing.
   • Backup all company data.
   • Backup the \Sage\Timberline Office\9.5 folder located under:
     • Windows Vista, Windows 7 and later: C:\ProgramData\Sage\Timberline Office\9.5
     • XP and Server 2003: C:\Documents and Settings\All Users\Application Data\Sage\Timberline Office\9.5
5. If your new server will have the same server name, path names and share names, proceed to step 7.
6. IF STEP 5 DOES NOT APPLY COMPLETE THE FOLLOWING BEFORE MOVING ON TO STEP 7.
   • If your new server will have a different server name, path names, or share names, remove all companies from the Open Company window. This should be completed on the original server prior to migrating.
     This will ensure that Security Administration contains no Company Folder path information with references to the original server.
     Note: If you have multiple companies and multiple users, download and run the Security Reports to generate a list of users by company before you remove companies from the Open Company window. Refer to How do I save, add, and print a report design? for more information.
7. Copy the 9.5 folder from the original server to C:\ProgramData\Sage\Timberline Office\9.5 on the new server. The 9.5 folder will be located in one of the following locations:
   • Windows 2003/XP: C:\Documents and Settings\All Users\Application Data\Sage\Timberline Office\9.5
   • Server 2008/Vista/Windows 7: C:\ProgramData\Sage\Timberline Office\9.5
     Note: The C:\ProgramData folder defaults to hidden. You may need to show hidden files and folders in folder options in order to see C:\ProgramData. Also, it is correct that there is no space in C:\ProgramData.
     Note: The Timberline Office\9.5 folder will remain 9.5 even if you have upgraded to 9.6 or later. Do not change the name of this folder.
8. Copy all Sage Timberline Office company data to the new server:
   • The default location for data is C:\ProgramData\Sage\Timberline Office\Data.
   • The data can be placed in a location of your choosing as long as the data location is shared and available to all Sage 300 CRE Users.
9. If you have Version 17.1.5 or higher installed on this server, then you will need to Deauthorize the old server via License Administration. If you are on 17.1.4 or lower, skip down to Section B.
   1. Open License Administration (Start menu > Sage Administration > License Administration)
   2. Click on the "Deauthorize Server" button on the right in License Administration.
   3. Close License Administration
   • If you cannot open License Administration on the old server then call into Sage 300 CRE support (800-551-8307) to have your old server deauthorized.

B. Install the same version of Sage 300 CRE on the new server:

1. Install the same version of Sage 300 CRE on the new server.
2. Verify that the installation automatically enters your registration name, client number, and software country. The activation codes will not prefill.
   • WARNING: If the installation does not prefill your registration name, client number, and software country contact Customer Support for assistance. If you proceed with the installation, you may lose your customization.
3. If installing Version 17.1.4 or lower, when prompted to enter the number of uses and activation codes:
   • NOTE: If installing Version 17.1.5 or higher, skip to step 4 below
   • Manually enter number of uses and activation codes.
   • You can use the AccActivation.xml file in the Wininst folder of the old Server to prefill the number of uses, and activation codes.
     • Copy the AccActivation.xml file from the old server's Wininst folder (located either in C:\ Documents and Settings\All Users\Application Data\Sage\Timberline Office\9.5\Accounting\Wininst or C:\ProgramData\Sage\Timberline Office\9.5\Accounting\Wininst) to the desktop of the new server.
     • When you reach the activation grid during the new server install drag the AccActivation.xml file into the activation grid and as soon as your mouse pointer turns to a + sign, drop it and your activation codes will prefill. You may have to try and drag it again if it doesn't work the first time. Otherwise click inside one of the Uses cells and press ctrl+shift+F10 which will allow you to browse for the AccActivation.xml file.
4. Complete the installation of Sage 300 CRE. For complete instructions see the User Guide in Product Documents.
   • Verify share and permission setup on the Timberline Office folder at C:\ProgramData\Sage location on the new server. Creating a share higher or lower than this folder may cause unexpected errors to occur.
   • When you add your data to the Company List you must use the UNC paths. For example \\ServerName\Timberline Office\Data\Company. For more information, refer to the product documentation.
5. If on Version 17.1.5 or higher, open License Administration (Start menu > Sage Administration > License Administration), enter your Sage Client ID and Registration Name to activate the new server. (If installing a lower version, skip to step 6)

C. Post Migration Steps:

1. Once all migration tasks are complete, consider turning off old server or disabling all shares related to Sage 300 CRE such as the Timberline Office share. This will eliminate the possibility of having data updated on the old server because a file location is missed.
2. Open each company folder and check File locations
   1. File, Company Settings, File Locations
   2. Check each of the resources listed and update paths if they exist.
      • If your tax.prx file is located outside of the files you moved from the old server, you may need to copy that file to the new server and make certain that the file location for that file is pointed to the new location on the new server.
      • It is especially important to update paths for any data files listed
3. If you have any custom reports, the file paths may need to be updated. Refer to How do I edit a report location?
4. If you set up macros, you may need to set up those macros again.
5. The application administrator must re-select companies in the Select Company window. This can be done by opening TS-Main or Sage Desktop and choosing the specify button in the Select Company window to browse to the location of the company folders.
6. Once the company folders have been added to the Select Company window, the application administrator must open Security Administration from Desktop and add users to those companies. Refer to No company folders visible after migration for non-admin users
7. Uninstall Sage 300 CRE on your workstations and reinstall from the new server location.
   • Apply any patches or updates that were applied on the server.
   • The workstation installation is located \\ServerName\Timberline Office\9.5\Accounting\WinInst\Install.exe
   • If you are going to immediately upgrade to a newer version you may upgrade workstations after the server has been upgraded to a more recent version.

[BCB:156:Chat 300 CRE US:ECB]

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