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Move the program and data to a new computer

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Summary

Moving Sage BusinessWorks to a new server, new standalone computer, or a different location.

Description

Before you begin

If upgrading from an older version during the move

  • If you're upgrading from Sage BusinessWorks 2013 or later, you can migrate directly to the current version
  • You don’t need to install the same version on the new server. Be sure the version is newer than your current one
  • Install the current version on the new server, then restore backups from the old server. For example, if you're upgrading from Sage BusinessWorks 2018, back up your data using the 2018 version. Then install the current version on the new server and restore the backup
  • Contact third-party software vendors to verify compatibility with Sage BusinessWorks before upgrading
  • When upgrading versions, a database update is necessary
    • Depending on your data size the update can take some time, plan accordingly
    • Schedule installation when users can stay out of the system for the full process
    • If you're upgrading from version 2012 or earlier, review upgrading to version 2012 or earlier

Resolution

Pre-Installation Preparation Checklist

On the new server, close all programs before installation, as a reboot is possible during setup
 Disable your antivirus program, security software, and firewall before installation to ensure it completes successfully
Back up each company and the System database using File, Backup
Rebuild the modules in each company. If using Accounts Receivable, Inventory, and Order Entry, rebuild in this order: AR, IC, then OE
Close all programs and exit Sage BusinessWorks until installation completes
Join the Sage BusinessWorks Announcements forum in the Community Hub to receive future product notifications

At the old server or location

  1. Back up the System database.  This database contains your users, registration information, and custom forms.
    • Failure to back up the System database will result in a loss of users, registration, and custom forms
  2. Back up your company databases. These databases contain your company information.
  3. Once you make the backup, have all users stop working in the program.

At the new server or location

Download Sage BusinessWorks

  1. Visit the Sage BusinessWorks Download Portal.
  2. Select Download Sage BusinessWorks 20xx.
  3. Enter your Sage Portal login and password.
  4. Click Download to start the process.
  5. Press CTRL + J to locate your download and open the downloaded file.
  6. Double-click SageBusinessWorks20xx.exe and accept the default extraction location.

Install Sage BusinessWorks

Select the instructions for your install type

Standalone (Single User) Installation
  1. Log in to the computer as a user that has local administrator rights.
  2. Browse to C:\Sage BusinessWorks 20xx Install Files. Double-click Autorun.exe.
  3. Click Install Sage BusinessWorks 20xx.
  4. When prompted, install the required Microsoft files. Click Next >. 
  5. Accept the license agreement by selecting, I accept the terms of the license agreement. Click Next >.
  6. Choose Standalone Installation (Single User). Click Next >.
  7. Select custom locations for Program and Data files and click Next >.
    • Program Files: C:\SAGE\BWProg
    • Data Files: C:\SAGE\BWData
  8. Accept the default location of the Actian Program Files. Click Next >.
  9. Accept the default Program Folder. Click Next >.
  10. Confirm the installation settings. Click Next >.
  11. When the installation is complete, click Finish.
  12. Exit the install Screen.
Network Installation

At the Sage BusinessWorks server (host computer)

  1. Log in to the computer as a user that has local administrator rights.
  2. Create and share a folder named Sage with full Share and NTFS permissions for all Sage BusinessWorks users.
    • Recommended location: C:\Sage
    • If user permissions are overly restrictive, grant full control rights to the SYSTEM user
    • Avoid using spaces in folder names to prevent errors in the UNC path
  3. Browse to C:\Sage BusinessWorks 20xx Install Files. Double-click Autorun.exe.
  4. Click Install Sage BusinessWorks 20xx.
  5. When prompted, install the required Microsoft files. Click Next >. 
  6. Accept the license agreement by selecting, I accept the terms of the license agreement. Click Next >.
  7. Choose Network Installation and enter your product code.
    • Find the product code in the email from Client Care after you complete your purchase
    • Follow the instructions for locating your product code
    • Use the correct product code to ensure the program functions properly. Contact Customer Support immediately if you have any concerns
  8. Select custom locations for Program and Data files and click Next >.
    • Program Files: C:\SAGE\BWProg
    • Data Files: C:\SAGE\BWData
  9. Accept the default location of the Actian Program Files. Click Next >.
  10. Select the Client Data Path that workstations will use to access data files. Click Next >.
  11. Accept the default Program Folder. Click Next >.
  12. Confirm the installation settings. Click Next >.
  13. When the installation is complete, click Finish.
  14. Exit the install Screen.

At the Sage BusinessWorks client (workstation computer)

Uninstall the existing Sage BusinessWorks client. This step is necessary so you can point the clients to the new server

  1. Select Start, Control Panel, Programs and Features.
  2. Select the Sage BusinessWorks Client.
  3. Click Uninstall.

Install the Sage BusinessWorks client using the path to the new server

Run client setup once per workstation. Don't use the downloaded installation files. If prompted for a product code during client install, cancel and follow these steps:

  1. Right-click the Windows Start Button.
  2. Open File Explorer.
  3. Go to the Client Setup folder on the server. For example, \\Server\Sage\BWProg\Client Setup.
  4. Double-click Autorun.exe.
  5. Click Install Sage BusinessWorks Client.
  6. When prompted, install the required Microsoft files. Click Next >. 
  7. Accept the default Program Folder. Click Next >.
  8. Confirm the installation settings. Click Next > to begin the installation.
    • If prompted for admin credentials, enter the Windows network administrator user ID and password. This must be a Local Administrator on the Sage BusinessWorks server
  9. When the installation is complete, click Finish.

Log in to Sage BusinessWorks

  • Use the Username of MANAGER and no password

Restore backups from old server

  1. Restore the System data files using File, Restore. 
    • This step is critical—it includes your custom users, forms, and registration information. If you have login issues or grayed-out modules, you need to restore the System backup
  2. Restore your company data files using File, Restore.

Install the service pack 

  1. Have all users log out of Sage BusinessWorks.
  2. Download and install the current service pack for your version.
  3. If using a network version, Install it on the server and all client workstations.

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