Create Data Migration Packages - Client Server

TRAVERSE Server Manager

previous page next page

Create Data Migration Packages - Client Server

To create your data migration packages in order to migrate your existing data, follow these steps:

Use the New Database function to create a new company database. See Databases for instructions on how to set up databases.

Use the New Payroll Year function if you migrate payroll data. You need to create your payroll database for each year you migrate. See Payroll Maintenance for more information on payroll databases.

Note: You can click Cancel to exit the procedure or click Back to return to the last window at any time when the options appear on the window.

  1. Select TRAVERSE Data Migration from the External Tools list box External Tools List Box . The TRAVERSE Data Migration Wizard–Introduction window appears.

    Note: If TRAVERSE Data Migration is not in the External Tools list box, select Locate and browse to the TRAVERSE Data Migration file (TravDUWiz.exe) in order to add this tool.

  2. Select the Skip this screen in the future check box if you don’t want to view the current window when building data migration packages in the future.

  3. Click Next. The TRAVERSE Data Migration Wizard - Step 1 window appears.

  4. From the Data Source section of the dialog box, select TRAVERSE Client Server.

    Use the TRAVERSE Business/Enterprise data source option to migrate or copy data from one Version 10 system to another. Use the OSAS 6.x data source option to convert from OSAS data.

  5. Click Next to continue. The TRAVERSE Data Migration Wizard–Step 2 window appears.

    If you are currently logged in using a trusted connection, the Use Trusted Connection check box is selected.

  6. From the SQL Server list box, specify the SQL Server where the data is currently stored.

  7. Specify the login information needed to connect to that SQL Server. For more information on logins, see Login and Security Overview.

  • If the login for the SQL Server you specified requires SQL Server Authentication, enter the Login and Password (optional).

  • To test your connection to the SQL Server you selected (optional), click Test Connection. A message box appears confirming that your connection was successful or that the login failed.

  1. The Sys DB text box is used when installing TRAVERSE 10 Server Manager on an SQL Server machine currently running TRAVERSE CS 8.4/9.4. Enter SYS_94 or the database name you chose during customization.

  2. Click Next to continue. The TRAVERSE Data Migration Wizard–Step 3 window appears.

  3. Select the database that you want to migrate.

  4. Click Next to continue. The TRAVERSE Data Migration Wizard–Step 4 window appears.

    If you are currently logged in using a trusted connection, the Use Trusted Connection check box is selected.

  5. From the SQL Server list box, specify the SQL Server where TRAVERSE version 10 is installed.

  6. Specify the login information needed to connect to that SQL Server. For more information on logins, see Login and Security Overview.

  • If the login for the SQL Server you specified requires SQL Server Authentication, enter the Login and Password (optional).

  • To test your connection to the SQL Server you selected and to validate if TRAVERSE 10 is installed on the destination server (optional), click Test Connection. A message box appears confirming that your connection was successful or that the login failed.

  1. Click Next to continue. The TRAVERSE Data Migration Wizard–Step 5 window appears.

  2. Select the company database where you plan to integrate the data.

  3. Click Next to continue. The TRAVERSE Data Migration Wizard–Finished! window appears.

  4. Click Finish. The TRAVERSE Data Migration dialog box appears. See Data Migration Dialog Box for information on using this dialog box.

previous page start next page