How do I migrate Sage 100 to another location?

How to move or migrate or copy Sage 100 to a different server, hard drive, or directory;
How do I migrate Sage 100 to another location?

Disclaimer

Backup Warning

Use caution when working with the below product functionality. Always create a backup of your data before proceeding with advanced solutions.

Network Warning

This solution requires advanced knowledge of your network. Contact your system administrator for assistance. Modifying Windows security incorrectly can severely affect system operations. Sage is not responsible for operation issues caused by incorrectly modifying your Windows security. Always create a backup of your data before proceeding with advanced solutions.

Resolution

Sage 100 ERP 2013 – 2015:

Changes to the Microsoft Installer currently prevent multiple installations on the same server

1. Copy the original MAS90 directory to a different location on the server where the new install will reside.
   • If the installation is on the same server, uninstall the original after the copy is complete.
2. All users must be out of the original installation
3.  Install Sage 100 to the new location:
   • If the installation directory is different, Paperless Office Links and other apps/mods must be updated. See the related article: how to move PDF documents for Paperless Office.
   • Browse to ..\MAS90\Migration folder where the new installation is located.
4. Run Migrate.exe
5.  Follow the Parallel Migration Wizard steps
6. Re-install workstation setup from the new location

Sage 100 ERP Standard and Advanced 4.40 and 4.50

1. Copy the original MAS90 directory to a different location on the server where the new install will reside.
2.  Install to new location
3. Exit all users from source installation.
   • For Sage 100 ERP Advanced, stop the Application Server. Note: This may be running as a service or a desktop application
4. Browse to ..\MAS90\Migration folder
5. Run Migrate.exe
6.  Follow the Parallel Migration Wizard steps
7. Re-install workstation setup from the new location

Sage 100 ERP Standard 4.x – 4.30:

1. Copy (do not move) the entire ..\Mas90\ directory to the new location. Moving the directory is not recommended. If there is an interruption during the move process, data can be damaged or lost.
2. In the new location, using Windows Explorer, rename the ..\Uninstall Information\ folder.
3. Reinstall ALL MODULES at the server so that a new installation is recorded by InstallShield. Modules will be automatically populated by your Product Key.
   • Note: If security was enabled during the original installation, it must be enabled at the new server. Sage 100 ERP cannot be accessed if security is not enabled. Any third-party enhancements must be reinstalled as well.
4. Create new mapping on workstations
5. Re-run workstation setup at all workstations. Replace any shortcut icons that point to the original location. If the new server has the same name and path as the original server, workstation setup does not need to be re-run.
6. Start Sage MAS 90 from the new location to verify that the program and the company data is still accessible and that no errors occur.
7. **Version 4.30 when Paperless Office is used, additional steps are required to move the PDF documents for use in Sage 100 ERP. See How to move PDF documents for Paperless Office

Notes:

● To verify that Sage 100 ERP is running from the new location, Open, File, Run. Enter *INFO click OK. Then verify the path.

● After the copy of Sage 100 ERP is complete, the original ..\MAS90\ directory can be deleted.

Sage 100 ERP Advanced 4.x – 4.30:

1. Copy (do not move) the entire ..\Mas90\ directory to the new location. Moving the directory is not recommended. If there is an interruption in the move process, data can be is damaged or lost.
2.  At the new location, delete the ..Mas90\Uninstall Information directory and the ..Mas90\home\lib\_appserv directory.
3. Reinstall ALL MODULES at the server so that a new installation is recorded by InstallShield. Modules will be automatically populated by the Product Key. This also installs the Application Server components in the new location. Re-enter registration information when prompted.
   
   • If security was enabled during the original installation of Sage MAS 90, it must be enabled at the new server with the same administrator password.
   • You will need to re-enter registration keys.
4. In Application Server Configuration, assign an unused port to the server, and click Start or set up as a service.
   
   • If running as a service, do not run the service on the system account. Log in must be a minimum of Local Administrator, Domain User.
5. Re-run workstation setup at all workstations, and replace any shortcut icons that point to the original location.
6. Start Sage MAS 200 from the new location to verify that the program and the company data is accessible and that errors do not occur.
7. After the copy has been verified as successful, the original ..\MAS90 directory can be archived or deleted if desired.

With Sage 100 ERP Advanced, the Application Server Service registry keys may still point to original installation. If moving to a new location on the same server, uninstall the Service using Uninstall Application Server Service utility. Reinstall Service using the Application Server Service Setup from the new location.

Additional Information

If eBusiness Manager is used, the path to the new location must be updated in the Webhide.ini file.

1. Stop the Web Engine service or application
2. Browse to the ..\WEBENG\Home\Lib\_Web folder on the Webengine server
3. Open Webhide.ini
4.  Edit MAS90Path listed under the [Config] section
5. Enter the UNC path to the new location
6.  Save file
7. Restart the Webeng service or application

If company data files are stored in Alternate Directories (e.g. outside of the default “MAS90” directory), and the data files need to be moved to a new storage location:

1. Expand Modules, Library Master, Main menu, Company Maintenance
2. Enter the Company Code
3. On the Preferences tab, click Change Data Location
4. Enter the new Data Location and Change Data Location
   
   • Select Yes if prompted with: “Do you want to create the directory “”
5. Select Yes when prompted with information displaying the change and the message: “Proceed with data location transfer for company XXX?” (where XXX is the company code)
6. Click OK when prompted with: “Data location transfer was successful.” 

Support

If necessary, seek the assistance of Acute Data Systems to help provide assistance with this process.