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How to migrate company data from version 19.8

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Summary

How do I migrate my company data from Sage 100 Contractor version 19.8 to Sage 100 Contractor SQL?

Resolution

Before migrating your version 19.8 data, do the following

  1. Stop all users from entering new data in the version 19.8 company file.
  2. Update all databases to version 19.8.
  3. The version 19.8 company folders must reside in a local directory on the same server as the Sage 100 Contractor SQL version.
  4.  The company folders can’t be on a mapped drive or flash drive.
  5. Copy the entire MB7 folder to the local hard drive on the same server as the SQL version, if the company folders now reside on another machine, 
  6. Open 1-8 General Ledger Setup.  Verify that all account boxes under all tabs have a valid ledger account number assigned to them.  No boxes can be empty, except when the designated account doesn’t have subaccounts. Leaving required boxes empty will result in a fatal error during the migration process.
  7. If you’re re-migrating a database, be sure to delete any previously migrated copies of that database in Database Administration for Sage 100 Contractor.
  8. If any users log in with the built-in Version 19.8 "Supervisor" login as their day-to-day login, they’ll need to log in to the version 19.8 companies as Supervisor and create a new login name and password. The Supervisor login isn’t migrated into the SQL version of Sage 100 Contractor.

Migrating your data from version 19.8

  1. Open Database Administration for Sage 100 Contractor.
  2. Click Migrate from Version 19.8 from the menu on the left.
  3. Click Migrate Company Data.
  4. Click Browse. The path must be local, not a mapped drive. Go to a company. For example, C:\MB7\Sample Company.
  5. Click the down arrow, next to Select a company administrator.
  6. Click Select an Administrator from the list of users.  The Supervisor user from version 19.8 doesn’t migrate.  Select individual users as company administrators, to provide "supervisory" rights to a company.
  7. Click Migrate Company.
  8. Follow the progress bar on the left until your company has migrated.
  9. Migrate your custom reports and report forms.
  10. Assign the Windows-authenticated user who installed Database Administration for Sage 100 Contractor, as a Company Administrator to each of the migrated company databases.  This will allow the user to access the Sage 100 Contractor company databases to perform necessary maintenance tasks. Assign the user by connecting to Database Administration for Sage 100 Contractor and clicking Company Admins/SQL Logins, Add Company Administrator.  In the Select the company to manage listings, click the company name.  From the Select a company administrator listing, click the Windows-authenticated user.  Click Create Admin User.

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