1. Install the new client.
Please follow the instructions for a new SQL Express installation.
Depending on your original version of Treasury Software, either:
2. Use Treasury Software built-in utilities,
3. Use Microsoft SQL Server Management Studio
2. Using Treasury Software built-in utilities
At the old computer:
Check to see if your version has the built-in utilities.
Enter into any user account (not the sample).
From the main menu select 'File' > 'Backup'.
If you are presented with a backup form - simply continue (otherwise jump down to the next section).
Note: You must be running the backup from the same computer where the data is stored.
Enter a location for the backup file. Check the boxes for the accounts you want backed up. Click 'Backup'. Exit the software if prompted.
Repeat for each account that you are moving. Note: Do not backup the sample account.
Copy the zipped backup files to the computer which has the SQL Express Database engine using Windows Explorer.
Start Treasury Software at the new location (At this point you should already be migrated to SQL) and enter into the sample account. From the main menu select 'File' > 'Restore' and point to the backup file. Click Restore to complete the process. Repeat for each account. If prompted, allow Treasury Software to update the database. Lastly, you will need to select from the main menu 'File' > 'Open Account' and complete the wizard to import the account(s) into your list of accounts.
Note: Both the Backup and Restore process require that the client and SQL Express engine be located on the same machine. If you do not have this setup, we recommend installing Treasury Software, even if temporary - to enable you to complete the process.
Confirm that you can access each new account before continuing with the 'Rollout' to the users.
Continue with 'Rollout to users' below.
If your version of Treasury Software does not have the built-in utilities....
3. Using Microsoft SQL Server Management Studio
At the old computer:
Use Microsoft SQL Server Management Studio to perform the following tasks (download SQL Server Management Studio here).
Note: The following tasks require advanced computer knowledge and support form your local IT department.
Connect to the TREASOFT instance.
From within SQL Server Management Studio, navigate to the database you are moving.
Right click on the database to bring up a pop-up menu. Select Properties from the submenu.
On the Properties form, select Files and then scroll to the right to display the location of the mdf (database) and ldf (log) files.
Write down the location of the database files.
Click Cancel to close the window.
Again, right click on the database name. Select 'Tasks' > 'Detach'. The Detach form will be displayed. Click 'OK' at the bottom of the Detach form.
Copy both files from the old server to the new server using Windows Explorer.
4. On the new computer
Use Microsoft SQL Server Management Studio to perform the following tasks at the new computer.
From within SQL Server Management Studio, navigate to the 'Database' category heading and right click on it. From the pop-up menu select 'Attach' to display the Attach Database Form.
Click the 'Add' button' in the midsection of the form.
Navigate to the database (mdf) file you just copied to this server. Click 'OK', then 'OK' again.
Your database is now attached to the server.
Start Treasury Software and from the main menu select 'File' > 'New Account' > 'Add an existing account' > and select the accounts that you migrated over. Exit and re-enter the software. Your accounts will now be visible within your catalog.
Confirm that you can access the new server before continuing with the 'Rollout' to the users.
Rollout to Users
Install the latest version of Treasury Software at each workstation.
Follow the instructions for adding a new computer in a SQL Express environment.
Note: If you are already on the latest version of Treasury Software, you will need to reset the connection back to desktop for each workstation. Then migrate each to SQL at the new server.
Confirm that you are connected to the new server.
Repeat for each workstation.
If you are unable to connect to the new server, follow the tips at:
If you are unable to re-enter into the software because you cannot connect to the server, reset Treasury Software to desktop and then migrate again.
--Make sure that you have a system administrator login ID before starting to install software
--Don't rollout to the users until you have fully tested the new system.
Export data to a pass thru file and then re-import it into the target database.
Note: Contact Treasury Software first for the appropriate tables to migrate - not all tables are copied.
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