Directions for Migration:

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

If you are not comfortable doing this on your own, we recommend that you contact your Business Partner or Sage Expert Services for assistance. For more information please refer to article Sage Expert Services available for Sage 300 Construction and Real Estate.

What you will need to migrate 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. Refer to article Required permissions for Windows account when MyAssistant requires a logon for the services." for details.
• MyAssistant installation files for the version of MyAssistant you are 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. Refer to article How do I get my activation codes for MyAssistant or MyCommunicator?"
• MyAssistant Installation Guide. Refer to article How do I get the MyAssistant Installation Guide?"

Overview of the Migration process:

1. Backing up the MyAssistant database from the old server. Refer to article Backup a MyAssistant SQL database"
2. Installing the MyAssistant software on the new server. Refer to article How do I install MyAssistant?"
    NOTE: After the MyAssistant Server installation has completed, a message will appear
   asking if you want to activate/configure MyAssistant. Click [No] at this step and return to the Migration Instructions for details.
3. Restoring the MyAssistant Database to the new server
4. Configuring the MyAssistant server on the new server
5. Deactivating the old MyAssistant server. Refer to article How to Deactivate the services on the MyAssistant server."
6. Updating MyAssistant workstations