Sage 300 Construction and Real Estate Migration Information
Description
Cause

 

Resolution

You can use a manual migration process or the Migration Tool to move Sage 300 CRE applications from one server or standalone computer to another.

Manual Migration

Manual Migration requires copying files from the old server to the new server and setting up directories and registry keys. You install the software as if you're upgrading. Choose this method if:

  • You don't have network access to the old server
  • You want to use the same name and IP address for the new server

If you choose to use the manual migration method:

Migration Tool

Migration Tool migrations use tools found on the new server after installing the software. You can see more information about the use of the Migration Tool in the Server Migration Full instructions. We also provide tips and tricks for using the migration tools. These tools are available in version 9.8 Accounting Update 6.3 and all subsequent versions.

Both methods allow you to install a newer version of the software on the new server. Verify recommended upgrade paths to ensure you aren’t upgrading beyond the software's ability to upgrade your data. Depending on the skipped versions, you may need to upgrade in place on the old server before migrating to a newer version on the new server. Consult your IT department for guidance on this decision.

You can find migration instructions in the Server Migration chapter of the User Guide for your product version. You can see User Guides for all supported versions in Product Documents or in the Documents folder of the downloaded installer.

See the links in Related Solutions below for other migration questions. They detail steps for manual migrations under different version and operating system circumstances. One article details the use of the Migration Tool.

Estimating, Document Management, Paperless Construction and MyAssistant migrations follow different procedures. See Related Resources.

More guidance for migrations

Video guides

Checklists

 



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

 

Steps to duplicate
Related Solutions

How do I manually migrate/move Sage 300 CRE products 9.5 and later to a Windows 2008 server, Windows 7 or later? (Manual Migration)
MyAssistant Server Migration Instructions
How do I move or migrate the DocuVault (DV) and Document Management (DM) to a different location?
What are the effects on Operator Inboxes after migrating Document Management to a new Domain?
How do I move/migrate Estimating to a new server and which files do I copy? (Pervasive)
How do I migrate my SQL Estimating Data from one SQL Server to another SQL server or instance? (SQL)
Who do I contact about migrating Sage Paperless Construction from one server to another?