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Solution:

Steps:

  1. Go to old server, open clarity, login to company & go to ‘utilities > backup’ to create a backup of data (document location of file, you will need this later).
  2. Run Clarity on the old server.
  3. Go under Help > License File Location.
  4. Record the location listed here.                                                                        
  5. Make the location a shared folder, give all users full read/write access
  6. Install Clarity/SQL server AKM or AKMUS on the new server (Installing SQL Server 2014\2016 \2017\2019\2022)
  7. Create a shared folder on the new Server.
  8. Run Clarity on the new Server
  9. You will be asked “Where is the license file location”, enter the location used in step 3.
  10. Login to any company.
  11. Go under Help-> License File Location.
  12. Set the location to a folder on the new server you want the file to be (The program will move the file for you).
  13. Your license is now moved.
  14. Create a new company on server, go to ’utilities > restore’ to restore your backup file.


Installing SQL Server 2014\2016\2017\2019

  1. Insert your SQL Server 2014\2016\2017\2019 Installation Media.
  2. Run SQL Server Installation Center
  3. Click on Installation (Note:  SQL Collation type = "Latin1_General_CI_AS")
  4. Click on “New SQL Server stand-alone installation or add features to an existing installation”
  5. The System Configuration Checker will run a discovery operation on your computer. To continue, click OK .
  6. On the Product Key page, select an option button to indicate whether you are installing a free edition of SQL Server, or a production version of the product that has a PID key.
  7. On the License Terms page, read the license agreement, and then select the check box to accept the license terms and conditions.
  8. The Installation Wizard will install SQL Server prerequisites if they are not already on the computer. These include the following:
    1. .NET Framework 3.5 SP1
    2. SQL Server Native Client
    3. SQL Server Setup Support Files
    4. To install prerequisites, click Install .
  9. The System Configuration Checker will verify the system state of your computer before Setup continues.
  10. On the Feature Selection page, select the components for your installation. You will need Database Engine Service.
  11. On the Instance Configuration page, select named instance installation. Name your instance “AKM” (or AKMUS).(If you already used instance name AKM or AKMUS then you can use AKM2014 or AKM2016 or AKM2017 / AKMUS2014 or AKMUS2016 or AKMUS2017 )
  12. Follow through the installation and make sure instance runs on TCP/IP and Named Pipes.
  13.  Add your Windows administrator account as SQL Server Administrator .Define “sa” user passwords (Please do remember this password.It is require when you open Paymate Clarity for first time).
  14. Make sure Local and Remote logins as well as Windows and SQL Authentication modes are enabled for instance . Also, to ensure that backups are taken with proper access rights, make sure instance runs under “Local System” account.

3 Comments

  1. Paymate Support (Second Level)

    After migration the error is:  "Cannot use the special principal dbo" .

    Cause : a user named "dbo" was added to the old server as a login user for Clarity under Configuration > Security > Users

    Resolution: On the old server, in Clarity removed this user, performed a backup on the old server, and restored it to the new server

  2. Paymate Support (Second Level)

    How to check if instance on local:

    On the machine where MS SQL Server install search for Services.

    Locate the SQL Server (YourAKMinstance)

    Right click >and select Properties > On Log On tab > check the log on.


    Restart the service : Right click on the Service > Restart


  3. Paymate Support (Second Level)

    Case study: Install new instance on the same server

    Start Clarity and backup the data as is ( Utilities > Backup)

    Capture the licence file location: In Clarity from top menu: Help > Licence information)

    Close Clarity

    Do Not use SQL deployment option. User will manually install the MS SQL Server Express or full version.

    User will define the name of the instance ( unique) , "sa" password and make sure Local and Remote logins as well as Windows and SQL Authentication modes are enabled for instance.

    On Server : Start Clarity and at the login click Database option > update the information for new server/instance from drop down list > leave the user supervisor and enter credentials for supervisor and "Test connection" >if success continue to login into Clarity.

    Create a new company and in the new company restore the backup created using Clarity on old instance

    On Workstation: Start Clarity and review the server / instance name and Test connection.

    Workstation should see same data as server.