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AO Pre-migration service tasks

This support note applies to:

  • AO Document Manager (AU)
  • AO Classic Document Manager (AU)
  • AO Assets Live (AU)
  • AO Practice Manager (AU)
  • AO Workpapers (AU)
  • AO Statutory Reporter (AU)
  • AO Tax (AU)
  • AO Classic Tax (AU)
  • AO Classic Practice Management (AU)
  • AO Classic General Ledger (AU)
  • AO Corporate Compliance (AU)
  • AO Classic (NZ)
Article ID: 37399074

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.

Data to copy 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...
AO

From within MYOB AO, Backing up the MYOB AE or AO database of your AO database and copy it onto your new server.

AO Practice Manager

 

Open AO and follow the menu path: Maintenance > Maintenance Map > 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.

AO Classic

Copy your MYOBAO Folder to your new server.

Open AO Classic and follow the menu path: Help > About Accountants Office > Application details > Under License Information. Note down the DATA folder and CONNECT folder path. Copy these folders across to new server.

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 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.

Proxy server

If you are using version 5.4.25 or later, locate and copy the following two config files:

  • Proxy.Config – located in either your network or local deploy folder
  • CloudBurst.Premise.ConsoleHost.exe.config – located in C:\Program Files (x86)\MYOB\OntheGoPremise\

If you have enabled SBR and using a proxy, copy the following file from the old server onto the new server:

  • Proxy.config – located on your server in C:\Program Files (x86)\MYOB\SBRSender\Server\Service\<DATABASENAME>\

Download the software to be installed

MYOB Software

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.

ProductFile to download...

AO Tax

Download the FULL install version of AO software that you are currently using

Practice Manager
Document Manager
Corporate Compliance
Client Accounting
AO ClassicMYOB AO Classic 17.0.3 (2015.1 GL Updates) Full Install and any applicable updates
Team viewer

MYOB will connect to your server and PC via TeamViewer - https://download.teamviewer.com/download/TeamViewerQS_en.exe

Install software prerequisites

Microsoft .NET Framework

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.

Server 2012 — Microsoft .NET Framework 3.5, 4.5 and 4.6

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.

Server 2019/2016 - Microsoft .NET Framework 3.5 and 4.7

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.

Server 2022 - Microsoft .NET Framework 3.5 and 4.8

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.

Windows 10/11 — Microsoft .NET Framework 3.5 and 4.8
  1. Press Windows Logo + R keys.
  2. In the Run command box, type “appwiz.cpl” and press ENTER.
  3. In the Programs and Features window, click on the Turn Windows features on or off.
  4. Check if the .NET Framework 3.5 (includes .NET 2.0 and 3.0) and .NET Framework 4.8 Advanced Services option is available.
  5. If available, enable them and click OK.
  6. Follow the on-screen instructions to complete the installation and restart the computer, if prompted.

Configure your system settings

Turn of Data Execution Prevention (DEP) on your server
  1. Press Win key + R. The Run window appears.
  2. Type sysdm.cpl and press Enter.
  3. Navigate to Advanced Tab > Performance section and click Settings > Data Execution Prevention.
  4. Select Turn on DEP for essential Windows programs and services only and click OK.
  5. Click OK when you are notified that you need to restart your computer.
Enable Linked connections on all machines
  1. Press Win key + R. The Run window appears.
  2. Type regedit and press Enter.
  3. Locate the HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Windows\CurrentVersion\Policies\System registry key and right-click on it.
  4. Select New > DWORD Value from the context menu.
  5. Type EnableLinkedConnections and then press Enter.
  6. Right-click on the EnableLinkedConnections value that was created and select Modify from the context menu.
  7. In the Value field of the dialog that appears, enter the value 1 and then click OK.
  8. Exit Registry Editor and then restart the computer.
Disable User Account Controls on server
  1. Press Win key + R. The Run window appears.
  2. Type regedit and press Enter.
  3. Locate the HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Windows\CurrentVersion\Policies\System registry key and right-click on it.
  4. Select New > DWORD Value from the context menu.
  5. Type EnableLUA and then press Enter.
  6. Right-click on the EnableLUA value that was created and select Modify from the context menu.
  7. In the Value field of the dialog that appears, enter the value 0 and then click OK.
  8. Exit Registry Editor and then restart the computer.
Disable Enhanced Internet Security (Server 2012)
  1. On the task bar, click on Server Manager icon.
  2. Select Local Server.
  3. On the right side, click where it states On for IE Enhanced Security Configuration.
  4. Switch Administrators to Off.
  5. Switch Users to Off.
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