Upgrade and Machine Migration

Posted by RockLight on November 16, 2006, 1:35 pm

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Will be upgrading a client to 2007 (from 2005) and at the same time
changing out his computers (Peer to Peer install currently and planned
to remain peer to peer after the upgrade).

What is the recommended method to perform the data migration from one
machine to the other?

The Peachtree "guide" doesn't elaborate on data migration at all.

Should I install 2007 on the new machine, backup the company data on
the old machine, restore the company data to the new machine, then
attempt to open the company (thereby activating the conversion
process)?

Or am I missing something in that process?

If the above process is correct, does it matter where I restore the
data to on the new machine prior to opening it for conversion?

Thanks in advance,

Rod

Posted by Laura on November 17, 2006, 11:36 am

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> Will be upgrading a client to 2007 (from 2005) and at the same time

> changing out his computers (Peer to Peer install currently and planned

> to remain peer to peer after the upgrade).

> What is the recommended method to perform the data migration from one

> machine to the other?

> The Peachtree "guide" doesn't elaborate on data migration at all.

> Should I install 2007 on the new machine, backup the company data on

> the old machine, restore the company data to the new machine, then

> attempt to open the company (thereby activating the conversion

> process)?

That is probably the simplest method. Open up PT and close the Open Company
Screen. Select File>>Restore and follow the prompts. When you specify to
RESTORE the backup, specify that you want to create a NEW company. If you
have special forms then specify to restore the data AND customized forms.

> Or am I missing something in that process?

> If the above process is correct, does it matter where I restore the

> data to on the new machine prior to opening it for conversion?

> Thanks in advance,