CAUTION: Sage Customer Support cannot assist with issues related to third-party products or enhancements, hardware, report customizations, state or federal tax-related questions, or specific accounting questions. Refer to our Scope of Support document for details. For assistance, contact your Sage business partner, network administrator, or accountant. 

Directions for Migration

Download Sage 300 CRE MyAssistant Server Migration Instructions.pdf for instructions on migrating the same version and upgrading to a new version while migrating.

We recommend contacting your Business Partner or Sage Expert Services for assistance.

Prerequisites for migrating MyAssistant Servers

• The Sage 300 CRE MyAssistant Server Migration Instructions.pdf for instructions.
• Access to the old MyAssistant Server with the ability to log on as a user with administrative privileges.
• Access to the new Server and the ability to log on as a user with administrative privileges.
• Services Accounts for the New Server with required permissions. See permissions required for Windows user accounts when MyAssistant requires a login for the services for details.
• MyAssistant installation files for the version you're installing on the new server.
• MyAssistant must be installed on a computer with Sage 300 Construction and Real Estate (server or workstation) installed.
• MyAssistant customer number and activation product keys. See how to get my activation codes for MyAssistant or MyCommunicator."
• MyAssistant Installation Guide. See how to get the MyAssistant Installation Guide.

Migration process overview

MyAssistant Required Permissions.
I upgraded the MyAssistant server, or I need to move MyAssistant license from one workstation, server or user to another.
Installation checklist for MyAssistant server.
Sage MyAssistant and MyCommunicator anti-virus and firewall exceptions.