| | Customization is missing after migrating to a new Server/Host |
| Description | After moving Sage 300 CRE to another server or host machine, the software doesn’t behave as expected or as before. For example, there’s no prompt to log in, it can't find some journals, and application processing doesn't work. Reports or formulas can be missing. Sage 300 CRE stores company configured data in the 9.5\Accounting folder on the server in the following subfolders: - Dict
- Formula
- Global
- Inquiry
- Misc (if you store the Tax.prx file here)
- Report
- Screen
- Security
- Template
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| Cause | Possible permissions issue You used the Migration Tool. It appeared to complete correctly, but your customization is missing. The tool didn't create the log file or the Migration folder in the Accounting folder. This can occur when you don't set the permissions on the Share or the Folder at C:\ProgramData\Sage\Timberline Office correctly. |
| Resolution | Complete migration - Complete the migration process by running the Sage.STO.ServerMigrator utility. See Chapter 5: Server Migration in your User Guide.
- If you used the Migration Tool and it didn't complete successfully, verify permissions. Check the permissions on the share and/or folder.
- Share: Allow Full Control to the Everyone Group
- Folder: Allow Full Control to Timberline Users and/or Administrators (you can also use the Everyone group)
Your old server is no longer available - Restore a copy of the 9.5 folder from the original server to the new server. Place it in a temporary location. For example, C:\Customization\9.5.
- Share the folder you placed the 9.5 folder in from Step 1. For example, Customization.
- Run the Sage.STO.ServerMigrator.exe. Direct it to the share on your temporary location. For example, \\NewServer\Customization\9.5.
- Complete the migration process for the server only.
Information - You’ll need to migrate the company data manually and reassign access to non-administrator users.
- If you used the software on the new server before completing these steps, you’ll lose new customizations. Archive entries in your Log Viewer before completing the migration.
- If the program still doesn’t perform as expected, contact Sage Support or your Business Partner.
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