Migrate Company Data to Sage 100 ERP
Description
  • There are three primary steps to getting your data up and running
  • Perform the steps in the order listed
  • It's not necessary to upgrade incrementally
Cause
Resolution

For more information about installing or upgrading Sage 100, see Article ID 18216: How to install Sage 100 and locate installation and upgrade information

Pre-Migration

  1. Open Library Master, Utilities, Pre-Migration.
  2. Select the Source Path and the Company Code to migrate.
  3. Run each of the Utilities and Reports in the bottom window in order.
  4. Then continue to proceed to Parallel Migration.

Parallel Migration

  1. Open Library Master, Utilities, Parallel Migration.
  2. Select Next and Enter the Administrator Password for the New Installation.
  3. Select Next and Enter the path for the Source Data.
  4. Enter the Administrator Password for the Source Installation and select Next.
  5. Migrate System Files: the first time you migrate, System files will migrate automatically.
    • If you try another migration, you can choose to re-migrate system files. This brings all MAS_SYSTEM data
  6. Migrate Visual Integrator Jobs: this option copies VI Jobs from the Source Installation to the Target installation.
  7. Migrate Companies that already Exist: the first time you migrate, you don't get this option.
    • If you try another migration, this option will appear and replace the company data already migrated

Conversion

  1. Open Library Master, Main, Company Maintenance.
  2. Select the company you want to convert and click the Convert button.
  3. If you want, check the Convert data for all companies and click OK. Otherwise, only one gets converted.
Steps to duplicate
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