Directions for Migration

See an overview of the migration process below. We also have a full migration guide available. We recommend contacting your Sage Business Partner or Sage Expert Services for assistance.

Prerequisites for migrating MyAssistant Servers

• Access to the old MyAssistant Server with the ability to log on as a user with administrative privileges
• Access to the new Server and the ability to log on as a user with administrative privileges
• Confirm you have Services Accounts for the New Server with required permissions
• MyAssistant installation files for the version you're installing on the new server
• Only install MyAssistant on a computer with Sage 300 Construction and Real Estate (server or workstation) installed
• Have the MyAssistant customer number and activation product keys
• Have the MyAssistant Installation Guide

Migration process overview

1. Back up the MyAssistant database from the old server.
2. Install the MyAssistant software on the new server.
   
   NOTE:

   When the install of the MyAssistant Server completes, a message appears to activate/configure MyAssistant. Choose No and return to the instructions for details.

3. Restore the MyAssistant Database to the new server.
4. Configure the MyAssistant server on the new server.
5. Deactivate the old MyAssistant server.
6. Update MyAssistant workstations.

MyAssistant Required Permissions

I upgraded the MyAssistant server, or I need to move the MyAssistant license from one workstation, server, or user to another

Installation checklist for MyAssistant server

Sage MyAssistant and MyCommunicator antivirus and firewall exceptions