How to transfer Great Plains and MSDE to a new server
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Confidential Article
(The information in this article is provided to you in accordance with your Confidentiality Agreement)
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Partner Only Article |
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Article ID |
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884598 |
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Last Review |
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2005-08-01 |
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Revision |
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3.0 |
INTRODUCTION
This article describes how to transfer your existing Microsoft Great Plains installation on Microsoft SQL Server Desktop Engine (MSDE) to a new server while maintaining Great Plains users and data.
MORE INFORMATION
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1. |
Install Microsoft SQL Server 2000 Desktop Engine (MSDE 2000) Service Pack 3 (SP3) on the new server.
When you install MSDE 2000 SP3, use the same sort order that you used on the old server. You can find the sort order by running the following script in the Support Administrator Console against your master database.
sp_helpsort
Note The MSDE 2000 SP3a CD was included with the Microsoft Great Plains Standard CD. |
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2. |
Use the Support Administrator Console to run the Capture_Logins_MSDE script against the DYNAMICS database on the old server.
To obtain the Capture_Logins_70_MSDE script, visit the following Microsoft Web site:
https://mbs.microsoft.com/downloads/customer/TK33331-capture_logins_msde.txt |
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3. |
Back up the DYNAMICS database and the company databases on the old server. There are two methods you can use to back up the databases.
Method 1
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a. |
Click File, point to Backup, and then select System Database in the Company Name list.
In this window, this database appears as the system database, but it really is the DYNAMICS database. |
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b. |
Click the backup folder. |
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c. |
Click Backup. |
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d. |
Repeat steps a through d for each company database. |
Method 2
You can run the following script in the Support Administrator Console.
BACKUP DATABASE TWO
TO DISK = 'C:\Great Plains\Backup\TWO.bak' WITH INIT
In the script, replace the following placeholders with the correct information:
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Replace TWO with the name of the database that you want to back up. |
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Replace C:\Great Plains\Backup\TWO.bak with the correct path of the backup file. |
Note This script overwrites existing files that have the same name if files already exist in the backup location. |
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4. |
Copy the backup file from the old server to a local drive on the new server. |
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5. |
Set up an ODBC connection at the new server that points to the new server. Also, create an ODBC connection that points to the new server on all the client workstations that have Microsoft Great Plains Standard installed. |
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On the new server, install a client/server installation of Great Plains Standard, and then create a new DYNAMICS database by using Great Plains Utilities.
Make sure that you use the same account framework that you used on the old server. If you are not sure, run the following script in the Support Administrator Console to determine the account framework.
select * from DYNAMICS..SY003001
select * from DYNAMICS..SY00302
Use the following values to determine the account framework:
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The MXLACNUM value in the SY003001 table is equal to the maximum account length. |
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The MXNUMSEG value in the SY003001 table is equal to the maximum number of segments. |
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The SGMNTLTH value in the SY00302 table is equal to the maximum length of each segment. |
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7. |
Use Great Plains Utilities to create the new company databases on the new server. Give each database the same database name, company identifier, and company name that you used on the old server. You can verify the DB/Company ID and Company Name on the old server by running the following statement in the Support Administrator Console:
select INTERID,CMPNYNAM from DYNAMICS..SY01500
In the console results, the INTERID field represents your DB/Company ID and the CMPNYNAM field represents your Company Name. Use these values when you create the new company databases on the new server. |
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In Great Plains Standard, restore the DYNAMICS database and each company database from the backup file that you created in step 3.
Restoring to the same location on the new server
There are two methods that you can use to do this if you are restoring the databases to the same location on the new server that you used on the old server.
Method 1
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a. |
Click File, and then click Restore. |
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b. |
Click the system database.
In this window, this database appears as the system database, but it really is the DYNAMICS database. |
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c. |
Click the backup file. |
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Click OK. |
Method 2
Restore the databases by using the following script:
RESTORE DATABASE [TWO]
FROM DISK = 'C:\Great Plains\Backup\TWO.bak'
WITH FILE = 1, NOUNLOAD, STATS=10, RECOVERY
In the script, replace the following placeholders with the correct information:
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Replace TWO with the name of the database that you want to restore. |
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Replace C:\Great Plains\Backup\TWO.bak with the correct path of the backup file. |
Restoring to a different location on the new server
If the location of the database files on the new server is different from the location of the database files on the old server, you must restore the files differently.
For example, if the database files were located on the old server at D:\Program Files\Microsoft SQL Server\MSSQL\Data, and if the database files are located on the new server at C:\Program Files\Microsoft SQL Server\MSSQL\Data, you must follow these steps to restore the backup.
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a. |
Run the following script in the Support Administrator Console.
RESTORE DATABASE [TEST]
FROM DISK = N'C:\Program Files\Dynamics\Backup\TWO_Mar5-2003.bak'
WITH FILE = 1, NOUNLOAD, STATS = 10, RECOVERY, REPLACE,
MOVE N'GPSTWODat.mdf' TO N'C:\Program Files\Microsoft SQL Server\MSSQL\Data\GPSTESTDat.mdf',
MOVE N'GPSTWOLog.ldf' TO N'C:\Program Files\Microsoft SQL Server\MSSQL\Data\GPSTESTLog.ldf
Make the following changes to the script so that it performs correctly in your environment:
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Replace TEST with the name of your company on the new server. |
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Change C:\Program Files\Dynamics\Backup\ TWO_Mar5-2003.bak to the correct path of the backup file. |
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The first MOVE section specifies the location of the .mdf file. Change the name of the first .mdf file after MOVE to the .mdf file name of the database. |
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In the first MOVE section after TO, replace C:\Program Files\Microsoft SQL Server\MSSQL\Data\GPSTESTDat.mdf with the physical path of the .mdf file for the database on the new server. |
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The second MOVE section specifies the location of the .ldf file. Change the name of the first .ldf file after MOVE to the .ldf file name of the database. |
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In the second MOVE section after TO, replace C:\Program Files\Microsoft SQL Server\MSSQL\Data\GPSTESTLog.ldf with the physical path of the .ldf file for the database on the new server. |
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9. |
Repeat step 8 for each database. |
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10. |
Use the Support Administrator Console to run the Drop_User_DYNAMICS_MSDE script against the DYNAMICS database on the new server. This script works for both Microsoft SQL Server 7.0 and Microsoft SQL Server 2000.
To obtain the Drop_Users_DYNAMICS_MSDE script, visit the following Microsoft Web site:
https://mbs.microsoft.com/downloads/customer/TK33331-drop_user_dynamics_msde.txt |
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11. |
Use the Support Administrator Console to run the Drop_User_Company_MSDE script against each of your company databases on the new server. This script works for both Microsoft SQL Server 7.0 and Microsoft SQL Server 2000.
Note You must replace %Companydb% with your company database name for this script.
To obtain the Drop_Users_Company_MSDE script, visit the following Microsoft Web site:
https://mbs.microsoft.com/downloads/customer/TK33331-drop_user_company_msde.txt |
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12. |
Use the Support Administrator Console to run the Create_SQL_Logins_MSDE.sql script against the DYNAMICS database on the new server.
To obtain the SM_Create_SQL_Logins_MSDE.sql script, visit the following Microsoft Web site:
https://mbs.microsoft.com/downloads/customer/TK33331-create_sql_logins_msde.txt |
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Use the Support Administrator Console to run the Add_Users_Company_MSDE script against each of your company databases on the new server. This script works for both Microsoft SQL Server 7.0 and Microsoft SQL Server 2000.
Note You must replace %Companydb% with your company database name for this script.
To obtain the Add_Users_Company_MSDE script, visit the following Microsoft Web site:
https://mbs.microsoft.com/downloads/customer/TK33331-add_user_company_msde.txt |
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Use the Support Administrator Console to run the GRANT70.SQL script against the DYNAMICS database and against all the company databases on the new server. This script works for both Microsoft SQL Server 7.0 and Microsoft SQL Server 2000.
To obtain the Grant70.SQL script, visit the following Microsoft Web site:
https://mbs.microsoft.com/downloads/customer/TK7132Grant70-6.txt |
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15. |
Install any third-party products or additional components that are required on the new server, such as Human Resources and Fixed Assets. |
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16. |
If the Reports and Forms dictionaries were shared on the old server, move them to the new server. You can determine whether the Reports and Forms were shared by viewing the Dynamics.set file on a client workstation where Great Plains is loaded. Right-click the Dynamics.set file, and then click Edit. |
REFERENCES
For additional information, click the following article numbers to view the article in the Microsoft Knowledge Base:
870052 How to install the Support Administrator Console utility in Great Plains
870416 ODBC setup on Microsoft SQL Server 2000, Microsoft SQL Server 7.0, and Microsoft SQL Server Desktop Engine 2000 (MSDE)
For additional information about how to transfer Great Plains to a new computer that is running Microsoft SQL Server, click the following article number to view the article in the Microsoft Knowledge Base:
878449 How to transfer Great Plains and Microsoft SQL Server 7.0 or SQL Server 2000 to a new server
For additional information about how to move FRx to another server, click the following article number to view the article in the Microsoft Knowledge Base:
854726 Moving Sysdata folder from local workstations to a server |