SQL Express - Moving from one server to another
"Excellent service. Your customer service representative helped us from setup to transmission. He followed up to make sure everything was working as expected."- FrameCon These instructions cover a SQL Express server change. If you are
upgrading, first upgrade the system at the old server prior to starting
the instructions below.
Overview
Prepare and backup your databases on the old server.
Move the databases from the old server to the new server.
Attach the databases to the new server
Before you begin - install the same version of Treasury Software
at the new server. Follow the instructions at:
https://www.treasurysoftware.com/Support/support2-Installation-SQL-Express.aspx
Using Treasury Software built-in utilities
Note: You must be running the backup from the same computer where
the data is stored.
Check to see if your version has the built-in utilities. Enter into
an account. From the main menu select File > Backup. If you are
presented with a backup form - simply continue (otherwise jump down
to the next section).
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 new server.
Start Treasury Software at the new server 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.
Confirm that you can access the new server before continuing with
the 'Rollout' to the users.
Skip to 'Rollout to users' below
If your version of Treasury Software does not have the built-in
utilities....
Using Microsoft SQL Server Management Studio
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.
On the new server...
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 reenter 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
We now have to go to each workstation and point the client software
to the new server.
At a client's machine, start Treasury Software and enter into an
account. From the main menu select File > Maintenance > 'SQL'
tab. From the drop down list - you should see the old server name
ending in \TREASOFT. Select the new server name and click 'Update
Storage Change'. Close the window, and then exit and restart.
Confirm that you are connected to the new server.
Repeat for each workstation.
Troubleshooting
If you are unable to connect to the new server, follow the tips
at:
https://www.treasurysoftware.com/Support/support2-Troubleshooting-SQL-Server.aspx
If you are unable to reenter into the software because you cannot
connect to the server ...
Start the software and from the main menu select Help > Enter
license codes. Select the tab to the far right titled 'Other'. Click
the link 'Reset connection from SQL to desktop (brd)'. Exit and
reenter the software. You will now be in desktop mode.
Enter into the Sample account and from the main menu select File
> Migrate to SQL/SQL Express. Complete the wizard (enter the
new server name).
Tips:
--Make sure that you have a system administrator login ID before
starting
--Don't rollout to the users until you have fully tested the new
system.
Congratulations!
Any questions? Please call 866 226-5732.
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