AE Series 6/8 Pre-migration service tasks
This support note applies to:
- AE Assets Live (AU)
- AE Workpapers (AU)
- AE Statutory Reporter (AU)
- AE Practice Manager (AU)
- AE System Release (AU)
- AE Reporter (AU)
- Profiles (AU)
- AE Document Manager (AU)
- AE Assets (AU)
- AE Tax Series 6 & 8 (AU)
- AE Corporate Compliance (AU)
- AE Accounts (AU)
Copy your data onto the new server
Before a migration service, you'll need to copy the data from your old server onto your new server.
Use the table below to find out what you need to copy onto your new server for each product.
If you have... | Copy... |
---|---|
AE framework | From within MYOB AE, Backing up the MYOB AE or AO database of your AE database and copy it onto your new server. |
Practice Manager | From within MYOB AE, Backing up the MYOB AE or AO database of your AE database and copy it onto your new server. Open AE and follow the menu path: Maintenance > Documents and note the file paths in Document Style Defaults, Document Styles, Document Creation Settings and Mailing Settings. Copy all files from the locations noted onto your new server. |
AE Tax | Perform a full Datasafe backup (START->All Programs-> MYOB Accountants Enterprise->Datasafe) and hold down ALT and double left click the backup in the list once it’s finished. This will take you to this folder location. Copy the AETaxBackup.BAK from here onto the desktop of your new server – this is your AE Tax backup. |
Contacts Accounts Reporter Assets FBT Timecost | It is required to stop all services running in MYOB Admin Centre prior to starting the copy of the Profiles database.
Sites without AEPM: Paths can be found via START->All programs->MYOB Accountants Enterprise->Contacts->Help->About->Application details Sites with AEPM: Paths can be found via START->All programs->MYOB Accountants Enterprise->Compliance Management->Help->About->Application details |
Document Manager | Backup your Document Manager File Store and Intranet Data Folder and copy it across to your new server. All documents must be checked in prior to copying data. You can Viewing a list of all checked out documents in AE via the the Documents > Administration homepage. |
Intranet | |
| |
Corporate Compliance | Take a backup of your Corporate Compliance database using the Performing a backup or restore of Corporate Compliance and copy the backup to your new server. You can find this utility on your server. Click Start > MYOB > Backup. You'll also need to copy your Corporate Compliance ELS folder to the new server. To locate your ELS folder, open MYOB Corporate Compliance and follow the menu path Help > About Corporate Compliance > Application Details and note the Electronic Lodgement Path. |
Profit Optimiser | Copy your ProfitOptimiser data to the new server. To locate your ProfitOptimiser data, click the Windows Start button and type *.opt. |
Proxy server | If you are using version 5.4.25 or later, locate and copy the following two config files:
If you have enabled SBR and using a proxy, copy the following file from the old server onto the new server:
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Download the software to be installed
Log into my.myob.com.au as the practice administrator and download the following files for each product.
These files can be found under My Products > Downloads.
Product | File to download... |
---|---|
AE Tax Accounts Contacts Timecost FBT | Download the FULL install version of MYOB AE Tax software that you're currently using Any installed AE Tax Service Packs |
Practice Manager | Download the Lite install version of MYOB AE software that you're currently using |
Document Manager | Download the FULL install version of AE Document Manager software that you're currently using |
Corporate Compliance | Download the FULL install version of AE Corporate Compliance software that you're currently using |
AE Assets | Download the same version of AE Assets software that you are currently using |
AE Reporter | Any installed AE Reporter Update |
Profit Optimser | Download the same version of MYOB ProfitOptimiser software that you are currently using |
Click to download the following SQL Server versions:
MYOB will connect to your server and PC via TeamViewer - https://download.teamviewer.com/download/TeamViewerQS_en.exe
Install software prerequisites
The following versions of Microsoft .NET Framework are pre-requisites for SQL Server.
Install the relevant versions (see below) for your Server version. You'll need to restart your server after each install.
To check which .NET Framework versions are installed refer to How to: Determine which .NET Framework versions are installed on the Microsoft website.
To install .NET Framework 3.5 and 4.5:
The feature needs to be enabled via Server Manager > Add Roles > select Role Based or Featured Based Installation > This Server > tick Application Server > tick .NET Framework 3.5 and .NET Framework 4.5.
To install .NET Framework 4.6:
Download Microsoft .NET Framework 4.6 from this Microsoft website. Instructions on how to install .NET Framework are also available on this page.
To install .NET Framework 3.5 and 4.7:
The feature needs to be enabled via Server Manager > Add Roles > select Role Based or Featured Based Installation > This Server > tick Application Server > tick .NET Framework 3.5 and .NET Framework 4.7.
To install .NET Framework 3.5 and 4.8:
The feature needs to be enabled via Server Manager > Add Roles > select Role Based or Featured Based Installation > This Server > tick Application Server > tick .NET Framework 3.5 and .NET Framework 4.8.
- Press Windows Logo + R keys.
- In the Run command box, type “appwiz.cpl” and press ENTER.
- In the Programs and Features window, click on the Turn Windows features on or off.
- Check if the .NET Framework 3.5 (includes .NET 2.0 and 3.0) and .NET Framework 4.8 Advanced Services option is available.
- If available, enable them and click OK.
- Follow the on-screen instructions to complete the installation and restart the computer, if prompted.
You'll need to install SQL Standard/Enterprise, all service packs and SQL Server Management Studio to a named instance called MYOBACCT.
When installing, make sure:
- You're installing to a named instance called MYOBACCT
- You choose Mixed Authentication Mode
- Enter a username sa and password.
- Use the default Collation options
- Enable TCP/IP and Named Pipes.
After completing the install, restart the MYOBACCT service from services.msc.
You can use Installing Microsoft SQL Server 2014 or 2019 Express with Management Tools to MYOBACCT Instance as a guide.
These are server settings that are required to be configured prior to the Migration as they require reboots to take effect.
Configure your system settings
- Press Win key + R. The Run window appears.
- Type sysdm.cpl and press Enter
- Navigate to Advanced Tab > Performance section and click Settings > Data Execution Prevention
- Select Turn on DEP for essential Windows programs and services only and click OK
- Click OK when you are notified that you need to restart your computer.
- Press Win key + R. The Run window appears.
- Type regedit and press Enter.
- Locate the HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Windows\CurrentVersion\Policies\System registry key and right-click on it.
- Select New -> DWORD Value from the context menu.
- Type EnableLinkedConnections and then press Enter.
- Right-click on the EnableLinkedConnections value that was created and select Modify from the context menu.
- In the Value field of the dialog that appears enter the value 1 and then click OK.
- Exit Registry Editor and then restart the computer.
- Press Win key + R. The Run window appears.
- Type regedit and press Enter.
- Locate the HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Windows\CurrentVersion\Policies\System registry key and right-click on it.
- Select New -> DWORD Value from the context menu.
- Type EnableLUA and then press Enter.
- Right-click on the EnableLUA value that was created and select Modify from the context menu.
- In the Value field of the dialog that appears enter the value 0 and then click OK.
- Exit Registry Editor and then restart the computer.
- On the task bar click on Server Manager icon
- Select Local Server
- On the right side click where it states On for IE Enhanced Security Configuration
- Switch Administrators to Off
- Switch Users to Off