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How to move your payroll data to a new server (Network installation)

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Summary

This article provides the steps to help you move your Sage Payroll data to a new server.

Description

If you need to move your payroll data files to a new server, you must:

  • Check what mapped network drive you use to connect to your payroll data files on the server.
  • Move the Sage Payroll data directory to the new server using an external device, such as a USB key.
  • Connect Sage Payroll on each client computer back to the data on the server.

NOTE: This article details the steps involved in moving your Sage Payroll data to a new server. If you want to install the Sage Payroll software on a new client computer, please refer to the installation guide.

Resolution

Check your mapped network drive

Before you move your Sage Payroll data to a new server, you should check which network drive you're currently using on the client computer to connect to your Sage Payroll data files on the server. To do this:

  1. Log on to a client computer that you use Sage Payroll on.
  2. Open Sage Payroll and log into a payroll as normal.
  3. On the menu bar, click Help then click System Information.
  4. Under Data Directory, make a note of the mapped drive letter or path:
    Image
  5. To close Sage Payroll; on the menu bar, click Login then click Exit.
  6. To find the full UNC path of the mapped drive, hold down the Windows key and press R.
  7. In the Open box, type cmd then press Enter on your keyboard.
  8. In the command prompt window, type net use then press Enter on your keyboard.
  9. In the Local column, find the drive letter you noted in step 4. Then make a note of the full UNC path specified in the Remote column:Image
  10. To close the command prompt window, type exit then press Enter on your keyboard.
 
Move Sage Payroll data files to new server
  1. On a client computer that you use Sage Payroll on, log on as a Windows administrator.
  2. Browse to the location that you noted in step 9 of the previous section.
  3. Right-click the folder Sage Payroll, then click Copy.
  4. Browse to and open the network path of the new server, then right-click your mouse and click Paste.
  5. Right-click the folder Micropay Professional, then click Properties.
  6. Click the Sharing tab, then so other network users have full access to it.
  7. Make a note of the Network Path:
    Image
  8. Click Apply, then click OK.
 
Setting up the server
  1. Log onto your server computer as an administrator and close all Sage software.
  2. Locate and double-click the downloaded Sage Payroll installation file, then click Run.
  3. NOTE: If additional security prompts relating to your appear, you must accept these before you can continue with the installation.
  4. To accept the terms of the licence agreement, select the check box, then click Next.
  5. Select Server, then click Next.
  6. Check the data folder location is correct. If not, amend as required.
  7. TIP: Make a note of this path as you'll need it later in the installation process.
  8. To proceed with the installation, click Next then click  Install.
  9. When prompted that the installation has completed successfully, click Finish.
  10. Browse to the data folder location you noted in step 5.
  11. Right-click the folder, Sage Payroll then left-click Properties.
  12. Click the Sharing tab.
  13. Share the Sage Payroll folder so other network users have full access and control to it.
  14. Once the sharing settings have been applied, click OK.
Connect your client computers to the data

On each client computer that you use Sage Payroll on, complete the following steps:

  1. Log on to the computer as a Windows administrator
  2. Map a network drive to the path you noted in step 7 of the previous section.
  3. Make a note of the newly mapped drive letter.
  4. Depending on whether you're using a 32 or 64 bit machine, browse to one of the following locations:
    • C:\Program Files(x86)\Sage Payroll.
    • C:\Program Files\Sage Payroll.
    • You can also right-click the Sage Payroll icon on your Desktop, and click Open File Location
  5. Double-click a tax year folder, for example, 2018.
  6. Locate and right-click the file, dataloc.ini.
  7. Click Open with then click Notepad.
  8. Enter the mapped drive letter you noted in step 3, followed by a colon symbol. For example, S:
  9. Click File then click Save.
  10. Click File then click Exit.
  11. Repeat steps 5 to 10 for all tax years in the Sage Payroll folder.
  12. Open Sage Payroll and log into a payroll as normal.