Sage CRE 300 v20.3.1.49 Server migration

Hi All,

I am completely new to Sage, and have been tasked with migrating the current install to a new server. We are on a server 2012 domain controller and migrating to a server 2019 domain controller. I have looked at Sage documentation, however cant really what I'm looking for regarding CRE300 accounting.

Does anyone have a thorough step by step t they know of or wouldn't mind sharing?

Hopefully it'll include all prerequisites for install of sage such as SQL and the like, how to install Sage, how to migrate data over, how to point clients to new server and anything else that is pertinent. Unfortunately, having sage do this is quite possibly out of the question. (not for my part)

Much appreciate any help.

RS

  • You really should consider hiring a Sage Consultant to come on sight and help you.  With their help, I think we did it in less than a day on one live company data folder and 19 years of archived data folders without using the replicator.  I feel like it would be so easy to mess things up without someone's help even using Sage's Server Migration Tool.  I think Knowledgebase has some information on server migration that you should search for (along with the documentation under help).  I think it becomes more difficult if you use file attachments, macros, My Assistant, etc. 

     We did as much as we could do beforehand by backing up, running file doctor, and lastly backing up again.

  • in reply to Rhonda V

    Hi Rhonda,

    Thanks for the advice, that was my original plan until it was sidelined by my uppers. Unfortunately, I am resolved to performing the migration my self.

    I have found KB articles that will help and also discovered the company has a gold support plan. Between the two I think I can pull it off.

    RS

  • Would you be able to share the KB' notes you have found useful. I too need to do the same task, and could use your guidance, and KB notes

  • in reply to StanB

    Hi Stan, here ya go. Be sure to do your own homework, make sure the links are for your product. Some of the links are of the same context, however, I've included them as there may be differences in details between them. I'd rather have too much than too little documentation...

    How to use the Migration Tool for Sage 300 Construction and Real Estate

    https://support.na.sage.com/selfservice/viewContent.do?externalId=28468&sliceId=1

    Sage 300 CRE user guide

    Sage Support: 800 551 8307 6am – 5pm PST. Will need to have a service plan to use, but who knows they might offer a tid bit of guidance that might make all the difference.

    I'm still gathering info on third part add-ons, and sage module integration. Will share what I find

    Good Luck!

    Ray S

  • I'm curious as to how everything went?  I am planning on doing the same thing this weekend.  I am a long time Sage user but never have used the migration tool.