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IAS-71022 : IRIS Accountancy Suite Migration Guide

Article ID
iris-accountancy-suite-migration-guide-ias-71022
Article Name
IAS-71022 : IRIS Accountancy Suite Migration Guide
Created Date
15th August 2019
Product
IRIS Accounts Production, IRIS Business Tax, IRIS Personal Tax, IRIS Practice Management, IRIS Time and Fees, IRIS AutoMail, IRIS Company Formations, IRIS Company Secretarial, IRIS VAT Filer, IRIS Trust Tax, IRIS SA700, IRIS Fixed Asset Register, IRIS Charity Formats
Problem
You need or would like the software on another machine
Resolution

This migration guide addresses how to migrate the database to a new full installation of IRIS

Before completion of the migration it is advised that you remove the licenses from the existing installation.
This is so that your licenses are free on the web server and ready to activate on the new machine. This prevents any hardware validation check issues. 

If you are wanting to perform a test migration leaving the existing install as ‘live’, taking a backup while the licences are active means the licence information will pull through as part of that backup.
When you restore the backup and test the new install, the licences that have pulled through as part of the restore will fail hardware validation checks and go read only without affecting the existing installation.  

  1. Install SQL Server on the new machine.
    Click here to view the SQL Server installation guide and obtain the SQL Server 2017 express download.
    Follow the guide here to configure the SQL Protocols to work for the IRIS Practice software
    Download SQL Server Management Studio from here and install.
    SSMS will be necessary to perform the restore process.
  2. Install IRIS on the new machine making sure you install the relevant version.  
    Click here to download IRIS and save the IRIS installer.  
    Instructions for installing IRIS can be found here
    Instructions for a network install can be found here.
  3.  Backup the Iris SQL database.
    Click here to view the guide. 
  4. Copy the DATA folder from the old install into the new IRIS folder renaming or overwriting the existing DATA folder.
  5.  Restore the IRIS database.
    Click here to view the guide. 
  6. Recreate the IRIS logins.
    Click here to view the guide.
  7.  Remove & Reactivate the Licences.
    Click here to view the guide. 
  8.  (IRIS Practice Management users only) Create a mapping for Communications  
    Click here to view the guide. 

If you have IRIS OpenDocs you need to speak to the IRIS Sales team on 0344 815 5550.
To migrate the IRIS Docs software is a chargeable service which must to be carried out by the Professional Services Team. 

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