This support note applies to:
- AO Tax (NZ)
- AO Practice Manager (NZ)
MYOB INTERNAL STAFF ONLY
**DO NOT MODIFY THIS ARTICLE. WHERE CHANGES ARE REQUIRED, REFER TO THE TECHNICAL SERVICES TEAM**
This article will advise you how to migrate MYOB Accountants Office (AO) and AO Classic by backing up the databases, installing AO classic, applying any applicable updates, installing SQL, installing AO 2013.0 or greater without converting data, restoring the database and then running a repair.
Please read through the instructions below prior to undertaking the migration process. MYOB strongly suggests that the migration of MYOB AO is performed by an individual with strong knowledge of these software products and is competent with the Microsoft Windows operating system. If you experience issues with MYOB software after following the instructions below, additional assistance of your migration may fall outside of the terms of your Sales and Service Agreement.
MYOB provides a Migration Service. If you have any doubts or concerns about completing this migration yourself, contact us to arrange for one of our technical services analysts to perform the migration for you. This service may require a booking, so please plan well in advance.
Before you install MYOB AO, consult the System Requirements page to ensure your setup is adequate to continue. Please talk with your IT provider if you have any questions.
- Ensure you are logged in as an administrator user.
- Ensure User Account Control (UAC) is switched off. For more details refer to Disabling User Account Control (UAC)
- Ensure Data Execution Prevention (DEP) is set to the default setting. For more details refer to Establishing Data Execution Prevention (DEP) settings
- Ensure any Anti-Virus, Anti-Spyware, Anti-Malware, Firewall or any other such security software is switched off.
- Ensure Linked Connections are enabled on any Server 2012 and/or Windows 8 machines. For more details refer to Enabling Linked Connections in Windows
- The Date and time, language and regional settings are set to the correct region and time.
- .Net Framework 3.5 to 4.6 are enabled/installed.
- Server 2016: via Server Manager
- Server 2012: via Server Manager for 3.5 & 4.5, while 4.6 is a manual install.
Please confer with your IT professional if you have any issues with the above.
- Open MYOB AO. MYOB AO opens.
- Follow the menu path: Maintenance > Backup > Back Up Now. The Backup up now window appears.
- Provide a location and name then click Back up. The backup has completed successfully prompt appears.
- Click OK. You have successfully backed up your Tax and Practice Manager data.
- Also backup AODB1 SQL databases using SQL Management. For more information, refer to KB 33978: Backing up a SQL database using Management Studio
- Backup templates and client documents – see topic below
- Backup MYOBAO folder
- Document Manager ( if using Documet Manager) : Backup Document Manager and Intranet File Stores.
For more details refer to Backing up MYOB Document Manager files. Please note All documents must be checked in prior to copying data. For details refer to Viewing a list of all checked out documents
- Take these backed up files off the server onto either the new server or a device to copy it over to the new server, such as a USB stick.
Locating your templates and documents
In MYOB AO navigate to the Maintenance menu > Maintenance Map > Documents. Note down any relevant paths under the following areas:
|Document settings||Note this path|
|Document Creation Settings|
If these paths are still in use and you're unsure what these paths are for, refer to the help menu. Make sure the files in these locations are copied across to the new server.
Standalone install pre-configuration
- Create MYOBAO folder on C:\ drive
- Copy the data folder from old PC into C:\MYOBAO\ folder.
Rename the AOSQL to AOSQL.old folder within the MYOBAO folder.
Network install pre-configuration
- Create the AONET directory to store MYOB AO program and data files. This can be located anywhere on the server machine. You will need to refer the installer to this location later.
- AONET must then be shared and mapped as a network drive on the server and all workstations.
- You will also need to copy MYOBAO folder to the AONET folder. Inside MYOBAO folder, rename AOSQL folder to old.
- If using Document Manager, you will need to copy across your Document Manager File Store (DMFS) and Intranet Data folder. For information, refer to KB 23595: Backing up MYOB Document Manager files for information.
- All documents must be checked in prior to copying data. For details, refer to KB 23570: Viewing a list of all checked out documents.
You can copy the Document Manager File Store (DMFS) to where you want it.
Intranet File Store
- The Intranet File Store folders must be copied to the default location M:\MYOBAO\AOSQL\Knowledge Management\Intranet\Data (Where M:\ is the mapped drive for AONET share). You will have to first manually the create folders for Knowledge Management\Intranet\Data under the AOSQL folder.
If you copy over the Databaselookup.XML file that exists in both your DMFS and Intranet Data folder, you'll need to delete both XML files before you run the installer. If you have multiple MYOB AO databases, you may also have multiple file stores. Ensure these are brought across as well. For example, DMFS_AODB1, DMFS_AODB2
For more details on transferring data and installing AO Classic, refer to Migrating Accountants Office Classic to a new standalone or server machine? (AO Classic NZ).
Ensure you download and install any and all relevant versions before installing MYOB AO.
Check what release version of MYOB AO is installed on the old server and download that version from my.myob.com.au. When the download is complete, install that version of MYOB AO.
- Download the MYOB AO full release from Product Downloads page then launch the MYOB AO install. The Welcome window appears.
- Select the An existing MYOB AO user? option and click Next. The wizard continues and the Before you install step appears.
- Read the Upgrade Guide, and click Next. The wizard continues and the Install MYOB AO step appears.
- Click the link to install MYOB AO. The MYOB AO Installation Wizard opens.
- Select the Accept the License Agreement option and click Next. The wizard continues. The installer does a system check to ensure that your system meets the necessary requirements, and if OK, takes you to the Setup type selection.
- Select Network or Standalone, as applicable and click Next. The wizard continues.
- Select Standard Install or Custom Install (recommended) and click Next. Database conversation window appears, and it shows current AO Classic data location, ensure the location of Classic data is correct and click Next.
- Untick “Backup this AO Classic database” and Tick “I don’t have any data to convert”. If Custom Install option was selected, it will allow to change the location of MYOBAO folder, for network install point it to the path created earlier e.g. M:\MYOBAO where M is the mapped drive for AONET
- Database: the installer will attempt to detect an existing AO Classic data folder to convert. Ensure the location of Classic data is correct and click Next. The wizard continues.
Select your applicable products, click Register (recommended), and contact us to obtain the registration code.If you are installing outside of Support hours, then click Temporary to complete the registration at another time. This will allow ONE user access for only 7 days until you register.
- Enter a valid Registration Code for the displayed serial number & Number of users. The message "You have registered the following products successfully" appears.
- Click Close. The registration process is complete. A summary of the install details is displayed, showing the target folder for MYOB AO 2013.0 program files; the source AO Classic database folder to be converted; and the product to be installed.
- Click Install Now. The required software components are now installed. This takes between 30 minutes to 1 hour, but may take longer depending on the machine, and may require the computer to be restarted one or more times. At the end of the installation, a message about Open File warnings appears.
- Click OK. The installation is complete.
At this point SQL needs to get restored from the backups created earlier. For details refer tor KB 34002: Restoring an SQL database using SQL Server Management Studio.
The databases you need to restore are as follows:
- MYOB AO: Restore AODB1 database
Running the Repair will reconfigure any invalid references relating to the old server.
- Launch the MYOB AO installation install again. The Welcome window appears.
- Select the first option, An existing MYOB AO user? and click Next. The Before you install window appears.
- Read the Upgrade Guide, and click Next. The Install MYOB AO window apears.
- Click the link to install MYOB AO. The MYOB AO Installation Wizard opens. The wizard detects that MYOB AO is currently installed, and so presents different options:
- Convert an MYOB AO Classic database;
- Select Repair, and click Next. The installer does a system check to ensure that your system meets the necessary requirements, and if OK, takes you to the next step, Ready to Repair.
- Click Repair. The installer runs through checking and reinstalling all required software and components. This may take around 1 hour.
- Click Finish.
- Disable AO Classic integration via MYOB AO, then reintegrate, refer to MYOB KB 21574 MYOB AO Classic Integration
- Setup IRD download schedule, refer to MYOB KB 22090 Scheduling the IRD data download
- Setup automatic backup, refer to MYOB KB 17127 - Scheduling an automatic backup in MYOB Accountants Office
- Copy across the templates, styles and documents copied from the old server into the MYOBAO\AOSQL folder on your new server.
- Open MYOB AO and follow the menu path: Maintenance > Maintenance Map > Documents section.
- Ensure all the paths correctly match the locations on the new server. If required, change these paths in the software to match the files' location.
Make sure you've disabled the following services from the old server so the users don't access the data from the old server.
- MYOB DM Portal Sync Service
- MYOB OnTheGo API Service
- MYOB Sync Client Service
MYOB Tax Manager Service
Follow the steps below to disable and stop the services
- From the desktop of your Server or Standalone, press and hold the Windows key and R on your keyboard.
- In the Open field, enter services.msc and click OK.
From the list of Services, locate the service you want to disable and stop. For example, MYOB Sync Client Service.
- Right-click the service and select Properties.
- In the Service Properties window, select Disabled in Startup type. Click OK.
- To stop the service, right-click on the service and select Stop. The service will show Disabled and the Status column will be blank.
Apply any further updates required, then proceed to do the below only if you are a network setup:
- AO Classic: Re-run the AO Classic workstation install from the new server by running SETUP.EXE in the MYOBAO folder, eg. M:\MYOBAO\SETUP.EXE.
- MYOB AO: Uninstall the existing AO workstation setup from Control Panel > Programs & Features, if it exists, and re-install it from the new server by running SETUP.EXE in the MYOBAO\AOSQL\WorkstationInstall folder, for example M:\MYOBAO\AOSQL\WorkstationInstall\SETUP.EXE