How to migrate your program, licenses, and companies to another server

Create a backup of all company files

1. Connect to Database Administration for Sage 100 Contractor.
2. Click Tune Up/Back Up/Restore, Back-Up Companies.
3. Select all the boxes in the Company column on the right.
4. Click Create Backup.
   
   NOTE:

   If you're unable to create a backup, contact Sage Expert Services for assistance.

Copy the Sage100Con directories

1.  After backups, create a folder named "Sage100CON Files from Old Server" on the new server's desktop.
2. On the current Sage 100 Contractor database server, open Windows File Explorer.
3. Browse to \\Sage100Con.
4. Copy the Sage100Con folder from the current server to the new server's folder.
5. Copy the folders separately to "Sage100CON Files from Old Server" on the new server.
    NOTE: Don't just copy the Sage100Con folder.
   • Sage 100Con\Backups
   • Sage100Con\Common\Banking Cloud (if present and contains a BankingCloudSettings.xml file)
   • Sage100Con\Common\Custom Reports (if present)
   • Sage100Con\Common\Customization (if present)
   • Sage100Con\Common\File Attachment Settings (if present)
   • Sage100Con\Partner Data (if using third-party applications with Sage 100 Contractor)
   • Sage100Con\Common\Report Forms
   • Sage 100Con\Common\User Data

Deauthorize the license from the old server

1. Connect to License Administration for Sage 100 Contractor.
2. Click the License information tab.  Note the Sage client ID and the Registration Name.
3. Click Deauthorize license server.
   
   NOTE:

   If this option isn't available, contact Sage support to deauthorize your license server.

     

Install Sage 100 Contractor

1. Open the Windows Control Panel.
2. Select Programs and Features.
3. Select Turn Windows features on or off.
4. Mark the .Net Framework 3.5 and 4.8 boxes.
5. Download the Sage 100 Contractor installation file.
6. Install Sage 100 Contractor on the new server.
7. Run the Sage100Contractor2####_Setup.exe file.
    NOTE: Restart the server when you're messaged Microsoft .NET Framework 4.6 requires a restart.
8. Click Next.
9. Select the following items to install.
   • Sage 100 Contractor
   • Database Administration
   • License Administration
   • Sage Advisor Update
10. Click Next.
11. Select I agree.
12. Click Next.
13. Select the U.S. Edition or Canadian Edition.
14. Click Install.
15. Note your IP address or Server name.
16. Click Next.
17. Click Finish.

Install Microsoft™ SQL Server Express

Skip these steps if you've already installed a full version of Microsoft SQL Server on the new machine.

1. Open Database Administration for Sage 100 Contractor.
2. Select the logical drive (physical disk drive) to store your data. Don't use mapped drives.
3. Click OK.
4. Click to download and Install SQL Server Express.
5. Click OK and allow MS SQL Server to install.
6. Important: After the installation, a window appears with a sa username and password.
7. Snap a photo or record the sa password before closing the window.
8. Use the sa user and the associated password for emergency access to Database Administration.
   • The user who installed SQL Server is also automatically a member of the sysadmin server role

   • If you're unsure which Windows account installed the software:

     • Go to the server folder: Sage100Con\Common\User Data
     • Look for login entries that include a Domain\UserName format
     • This is the account that installed SQL Server
9. Click OK.
10. Click Connect.

Activate your product license

1. Connect to License Administration for Sage 100 Contractor.
2. Click Edit registration information on the right.
3. Enter your Sage client ID.
4. Enter Your Registration name (case-sensitive).
5. Click Update license information.
6. Close License Administration for Sage 100 Contractor.

Copy Sage100Con\Common folders to the new server

1. Open Windows File Explorer.
2. From the "Sage100CON Files from Old Server" folder, copy the folders to the \\Sage100Con\Common on the new server:
   • Banking Cloud
   • Custom Reports
   • Report Forms
   • Customization
   • File Attachment Settings
   • Partner Data
   • User Data

Restore your Sage 100 Contractor company databases

1. Connect to Database Administration for Sage 100 Contractor.
2. Click Tune Up/Back Up/Restore.
3. Click Restore Company from Backup.
4. Click Browse. Browse to Sage100CON Files from Old Server/Backups/On Demand.
5. Select the [company name].zip file to restore.
6. Click the Open button.
7. Click Restore Company.
8. Confirm the message Restoration of [company name] is complete.

Add administrator credentials to SQL databases

After the company restores, add the Windows credential used for the new instance in DBA as a Company Admin for the restored database.

Performing this step allows the credential to open the program with company administrator rights and access the 7-2-2 User list to fix broken logins.

Steps to add administrator credentials

1. After you see Restoration Complete, click Logins, Administrators.
2. Click Add company administrator.
3. On the right side, select the database you restored.
4. In the dropdown list, select your Windows credential.
5. Click Add Company Administrator.

Important notes

• Repeat these steps for every restored database before moving to the next
• Don’t restore any other databases until this step is complete for the first restore
• This process is part of the migration workflow. The next article covers fixing broken logins

Correct broken user logins

Review How to fix a Broken Login in Sage 100 Contractor.

Change your server Attachment links

Review How to change the attachment links.

Recreate Scheduled Reports

Review How to create and run a scheduled report.