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Sign In screen

Field

Description

Program FolderBrowse to or enter the folder location of your Attaché Accounts program folder.
To find this location, in Attaché Accounts choose Tools | Company | System | System Status. The Current Directory is your Program Folder. 
Attaché User NameEnter your Attaché Accounts user name.
Attaché PasswordEnter your Attaché Accounts password.


Server Information screen

Field

Description

Server Location

Enter the location of your Attaché 20 Database Server installation. This is the data migration destination.

The field is prefilled with the server associated with the Attaché 20 application. For many businesses, only one server location is used for Attaché 20 and so you can accept the prefilled location.

Convention:          database server name@computer name/address

Example:              Attache@A10660.attache.com

Port Number

Attaché has reserved the port number 6597 as the default broadcasting port for the Attaché server.

If the Attaché reserved port number has been used for other services, contact your IT support personnel.

Attaché User NameEnter your Attaché 20 Database Server user name.
Attaché PasswordEnter your Attaché 20 Database Server password.


Retain company and user setups? screen

In addition to individual companies, (which are selected in the next screen), application data and user-specific data can also be migrated.

Field

Description

I want to migrate application data.

Application data includes files used globally throughout Attaché Accounts that are not company-specific, for example Alex\Include, postcode files, etc. as well as resources files.

Select this check box to migrate application data from Attaché Accounts to the Attaché 20 database. Typically this needs to be done only the first time you migrate an Attaché Accounts company to Attaché 20.

I want to migrate users.

User data includes user preference files, security settings files, etc. for individual Attaché Accounts users.

If you select this check box, a list of Attaché Accounts users will be displayed. If any users are already in Attaché 20, the user name will be highlighted in grey and cannot be selected.

Select each user to migrate their user data from Attaché Accounts to the Attaché 20 database. Typically this needs to be done only the first time you migrate an Attaché Accounts company to Attaché 20.

 

Select Companies to Migrate screen

On this screen you select which Attaché Accounts company to migrate to the Attaché 20 Database Server). Companies are migrated one at a time; after one company has been migrated, you can then choose another to migrate.

To migrate a company: 

  1. Select a company from the Company List panel. If an Attaché Accounts company does not automatically appear in the list, click the Add Other Companies button and enter the company name and path to include it in the Company Panel list.
  2. At the After Migrating allow choice, choose whether all users with access rights or only the person carrying out the migration (you) and SUPERVISOR should have access to the company after migration. 
  3. Click the Migrate Selected Company button to migrate the company (as well as any user and/or application data selected on the previous screen).
  4. A migration log and progress indicator is displayed.
  5. When the migration is complete, answer Yes to the confirmation message to save the migrated company.
  6. The migrated company is now highlighted in green in the Company List.
  7. Repeat this process for each Attaché Accounts company you want to migrate to Attaché 20.
  8. When you have finished migrating companies, click the Close button to exit the utility.


Field

Description

Hide companies which are on the server

When selected, the Company List panel shows only Attaché Accounts companies that do not exist in the Attaché 20 database.

To show all Attaché Accounts companies, including those already in the Attaché 20 database, clear this check box.

Company List

Select the company to be migrated. 

The list displays in the Local Company column all companies located under the Attaché Accounts program folder (entered at the Sign In screen).

If a company already exists in the Attaché 20 database, it is highlighted in green and its server location, date of migration and the user who carried out the migration is displayed. Companies that already exist in Attaché 20 cannot be migrated.

Add Other Companies

If you want to migrate an Attaché Accounts company that is not displayed by default on the Company List (because the company is not located under the Attaché Accounts Program Folder specified on the Sign In screen) click the Add Other Companies button and enter the Company Name and Company path of the required company.

  • Company Name – Type in the name of the company.
  • Company Path – Enter the path or browse to location of the company.
  • Resource Path – Displays the resource path for the company.

Click the OK button to add the company to the Company List. You can now proceed with the migration of the company.

After migrating allow access to:

This selection lets you choose who can access the company in Attaché 20.

  • All users with access rights to the company – All users who can access the company in Attaché Accounts will be able to access the company in Attaché 20.
  • Only XXXX – Only the person who logged in to carry out the migration (you) and SUPERVISOR will be able to access the company in Attaché 20.
View All Server Companies

Click the link to display a list of all companies in the Attaché 20 database (server), including both those that were migrated from Attaché Accounts and those newly created in Attaché 20.

  • Company Name – The name of the company as it appears in the Attaché 20 server.
  • Database Path – The name of the dataset inside the SQL database.
View Migration LogClick the link to view the Migration Log in the display panel. Click the link again to return to the Company List display.
Email LogClick the link to open an email containing the migration log. Attaché Support or your consultant may ask you to send the log if you encounter a problem when migrating a company.


Special Notes

  • The data migration utility is known to fail when special characters are at the beginning of the Attaché Accounts company. E.g. ! @ # $ % ^ & * ( )


REF:   100820 201