How to move Sage HRMS to a new server

Below is an outline to move Sage HRMS to a new network server from an existing one, make sure the new server meets the tested recommended systems for HRMS. This KB article isn’t all-inclusive and we recommend this only be done by persons with knowledge of SQL server, network security, and general installation experience. You can contact either your Sage business partner or our professional services group to do this billable service for you.

1. If the company SQL server is on the same network server as the Sage HRMS server and both are being moved, make a backup of the SQL databases used by Sage HRMS
2. If only the HRMS server is being moved make sure the new server can see the old network server where SQL will remain
3. Make an external backup of the SageHRMS_Live and all Sage HRMS payroll databases(Company, SYS, Vault, and Store) this is done in the SQL management studio, not HRMS
4. When the backups are made, and if the SQL server is also being moved, copy the *.BAK files to a network drive or external drive accessible by the new server
5. Restore the .bak files to the new SQL server location on the new server
6. The install files for Sage HRMS and the latest quarterly product update can be downloaded from the Sage knowledgebase
7. The new installation will prompt for the Serial Number and Installation code. This information can be found on the old installation by clicking the green circle with the "?" and go to About Sage HRMS. The Serial Number and Installation Code will be on the pop-up screen. Copy these down to be used during the installation.
8. Make a note of the Sharing and Security of the C:\ProgramData\Sage\SageHRMSServer folder to duplicate on the new server installation.
9. Uninstall the Sage HRMS Client from the workstation before the upgrade
10. Install the latest, full-build version of Sage HRMS on the new server
11. During the install the DB connection screen will pop up, enter the IP address of the New SQL server (or old one if the SQL server wasn’t moved) and the sa user password (if you’re using different credentials enter these instead, these credentials must have full permissions to the SQL databases)
12. You may get prompted to reboot the server at the completion of the installation and restart the server. Make sure all end users are off the new Sage HRMS server before rebooting otherwise they’ll be disconnected from whatever programs they are in and may cause loss of data or damage.
13. On the new server, open the database setup tool and create the database connections to the Sage HRMS payroll database using the same user name and password as in step 11 above
14. Install the latest Sage HRMS quarterly product update
15. When the update is complete, click the new desktop icon that reads SageHRMS Client Install
16. Once the client install is complete login using your existing Sage HRMS credentials, click 'Ok' when notified that a new version has been installed and the files must be updated.
17. Verify users can log in and see current data in Sage HRMS
18. Make sure the SageHRMSServer folder has all the needed permission as the previous install
19. Install the local workstation client using a UNC path in the \ProgramData\Sage\SageHRMSServer\Client folder and run the setup.exe as administrator
20. Launch the clients on the workstation and be sure end users can see current data