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Move Sage HRMS to a new server

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Summary

How to move Sage HRMS to a new server.

Resolution

This outline covers moving Sage HRMS to a new network server. Ensure the new server meets Sage's recommended system requirements. Someone familiar with SQL Server, network security, and software installation needs to complete this process. For assistance, contact your Sage Channel Partner (billable service).

  1. When moving both servers, back up the Sage HRMS SQL databases.
  2. When moving the HRMS server, ensure it can access the existing SQL server.
  3. Use SQL Management Studio to back up SageHRMS_Live and all payroll databases (Company, SYS, Vault, Store) externally.
  4. After creating backups, copy the *.BAK files to a network or external drive accessible to the new server.
  5. Restore the .bak files to the new SQL server location on the new server.
  6. Download the Sage HRMS install files and the latest quarterly update from the Sage Knowledgebase.
  7. The new installation will prompt for the Serial Number and Installation code. You can find this on the old installation by clicking the green '?' icon and selecting About Sage HRMS. The Serial Number and Installation Code will be on the pop-up screen. Copy these down to use during the installation.
  8. Note the Sharing and Security settings of the C:\ProgramData\Sage\SageHRMSServer folder to replicate on the new server.
  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 installation, enter the SQL server IP and sa password (or other full-permission credentials) on the DB connection screen.
  12. You may be prompted to reboot the server after installation. Ensure all users are logged off to prevent data loss or program issues.
  13. On the new server, use the database setup tool to connect to the Sage HRMS payroll database with the same credentials from step 11.
  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. Launch the client and you receive a message Unable to connect to payroll database 'XXX" see article 240326135020393.

Note: If a non master user is getting the error "Unable to connect to Payroll database "xxxx" simply move the user to the Master group and back to their respective user non master group in Sage HRMS User Security.