If you are installing or migrating to a new SQL Server and have arranged for a Zoom call:

--If you have existing database files, please back them up.

--Have the current version of Treasury Software installed on your workstation or have access to a copy of Treasury Software which is not on a user's workstation. It does not matter whether this version is licensed or not.
Don't have the current version? Please download and install from https://www.treasurysoftware.com/download.aspx

--Have access to SQL Server Management Studio.

--Have an SA login ID for the SQL Server (i.e., to login and manage SQL Server Management Studio).
Note: We are not referring to the Operating System that SQL Server is on, but for SQL Server itself. It does not matter whether this is a Windows authenticated or SQL Server login ID.

--If you are migrating databases, please copy over the database files (mdf) and re-attach them to the new target server. Confirm prior to the meeting that you have connectivity to these databases by accessing them through SQL Server Management Studio.

If you do not have the above completed, please contact your Treasury Software rep and postpone the meeting until you are comfortable.