Prepare and backup your databases on the old server.
Move the databases from the old server to the new server.
Confirm user logins and permissions on the new server.
Rollout: Point the user's workstations to the new server.
Note: If you have turned on segregation of duties, please turn it off by clicking on the Settings tab > Access Control. This feature is only available in the Processor edition, Enterprise level license.
1. Install the Treasury Software
1. Install the Treasury Software on the new server using the instructions for a new SQL Express installation by clicking here.
Depending on your original version of Treasury Software, either:
2. Use Treasury Software built-in utilities (easy),
3. Use Microsoft SQL Server Management Studio
2. If you are using Treasury Software Utilities (easy)
Using Treasury Software built-in utilities:
At the old server, run the Treasury Software as an admin.
Enter into any user account (not the sample).
Check to see if your version has the built-in utilities by clicking on File > Backup.
If you are presented with a backup form, simply continue (otherwise jump down to using Microsoft SQL Server Management Studio section by clicking here).
Note: You must be running the backup from the same computer where the data is stored and running the software as an admin.
Enter a location for the backup file. Check the boxes for the accounts you want backed up. Click 'Backup'. Exit the software if prompted.
Note: Due to permission restrictions, we strongly recommend using the following path:
Note: Do not backup the Sample account.
Copy the backup files locally to the new server (i.e., the .bak files to the new server that is running SQL Express).
At the new server, run the Treasury Software as an admin.
At this point you should already be migrated to SQL. 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 database be located on the same machine. If you do not have this setup, we recommend installing Treasury Software, even if temporarily, to enable you to complete the process.
If you are using Microsoft SQL Server Management Studio (requires advanced knowledge)
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 from 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.
Regardless of how you moved the databases ....
Rollout to Users:
Install the latest version of Treasury Software at each workstation. (treasurysoftware.com/download)
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. Settings >Maintenance >the SQL tab
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.
Contact Treasury Software first for the appropriate tables to migrate - not all tables are copied.