SQL Express Installations
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Overview
Install the new version of Treasury Software (client) on a workstation
Install the SQL Express database (server) on the same workstation
Configure the system and create accounts/databases
Rollout - Install the new version of Treasury Software (client)
on other workstations.
Install the new version of Treasury Software (client) on a workstation.
1. Download the new version of Treasury Software from the link below
and save on a network drive.
http://www.treasurysoftware.com/download.aspx
2. Install the software on a workstation.
Install the SQL Express database (server) on the same workstation
3. Download the SQL Express database from the link below and save
to your local workstation. This is available on the same page as
#1 above. If you have already left the page, the SQL Express Engine
2005 can be downloaded from:
https://www.treasurysoftware.com/Support/support2-Installation-SQL-Express.aspx
Install the software on the same workstation as above in #1.
If you will be using existing data files - follow this step.
4. Locate your data (*.brd) files on the original workstation. The
default location would be c:\Program Files\Treasury Software\Treasury
Desktop\data\*.brd. Copy the files from the old workstation to the
new workstation. Note: Do not copy the sample.brd.
If your new workstation has a different version of Treasury Software,
start Treasury Software and open each account (File > New Account
> Existing). This will upgrade each individual database.
Migrate the system from desktop to SQL Express
5. Start the software. From the 'Welcome New User' screen, select
the application you are using (ACH, Bank Reconciliation or Positive
Pay).
6. From the main menu select 'File', 'Migrate to SQL/SQL Express'
and click next through the wizard. If you are prompted that you
need SQL Client tools, please allow the system to install, and then
restart the wizard.
In the 'Select a server' drop down box select the server ending
with \TREASOFT.
Check the checkbox below 'SQL Express'.
Click Next through the wizard. Exit and restart the software.
Don't see your SQL Express server listed? Visit
SQL Express Permissions and Services
Create databases
7. Upon reentry, Treasury Software will prompt you to create a new
bank account (database). Enter a name for the new database. If you
are migrating desktop (brd) files, do not migrate any at this point
(simply create an account 'test'). Afterwards, the system will prompt
you to create the Sample account. Critical - select 'Yes'.
To migrate existing desktop (brd) files (remember - you must be
working on the computer that has SQL Express):
Start the wizard again (File > New Account > Create). Enter
an account name and point to the brd file. The brd file must be
on the same drive as both the Treasury Software and the SQL Express
host. When you click 'Next', the system will create a copy of the
brd file, but the copy will have an extension of mdb. If the system
is having trouble finding the mdb file, try relocating the mdb file
with Windows Explorer to the path that is being prompted. If the
system does not find the file, from within Windows Explorer - give
the Data directory of Treasury Software a share name and try again.
Alternatively, you may decide to simply place the brd files in the
root directory.
If the path remains an issue, please contact us for alternative
migration methods.
Rollout - Install the new version of Treasury Software (client)
on other workstations.
Repeat the steps below for each client workstation which needs software
8. Repeat steps 1, 2 and 5 and 6 on each workstation.
9. Enter new license codes into each workstation.
From the main menu select 'File', 'Enter License Codes'. Enter the
codes and click 'Register'.
Tips:
--Make sure that you have a system administrator rights to install
software 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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