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Understanding data migration

Understanding Pervasive files

Renaming databases

Data migration prerequisites

Data Migration Utility main window

Performing data migration

Beginning with Sage Estimating 11.1, you must migrate (transfer) your Pervasive-based data to Microsoft® SQL Server® before you can use it with Sage Estimating.

Important! You must have Sage Timberline Office Estimating 9.6 or later installed at both of the following locations to perform data migration:

  • On the computer where your Pervasive data is stored
  • On the computer where your copy of Sage Estimating is installed

To migrate Pervasive-based data to Sage Estimating (SQL):

  1. Make sure you have already registered your Sage Estimating software and any installed commercial databases.

  2. From the main window, click [Settings] An image of the settings button.

  3. In the Settings window, specify the destination SQL Server instance where you want to migrate your Pervasive database files.
    1. Click [Select] beside the Server Name box to open the Select a SQL Server window.
    2. In the Select a SQL Server window, click [Search] to scan for all available SQL Server instances on your local computer or network.
    3. In the Server Name box, select the destination instance (server) where you want all Pervasive database files migrated.

      4. Caution! You must select an instance that is not currently being used by any other operators or an error condition may result.

    4. Click [OK] to return to the Settings window.

  4. Select a destination Address Book and Estimate database on the selected SQL Server instance where you want your Pervasive database files migrated.

  5. Click [OK] to save your settings changes and return to the Main window.

    Note:

    • Select the Advanced check box if you want to migrate your address book, estimate, and standard database data to separate SQL Server instances.
    • If you select the Advanced check box, you must select an instance and an associated database for your address book data, estimates, and standard databases separately. You cannot continue with data migration until you specify a SQL Server instance and database for all three.
    • Press Ctrl+K at any time if you want to re-verify the data migration prerequisites for a selected SQL database server.

  6. From the main window, click [New Migration] An image of the New Migration button, available from the toolbar.

  7. In the Migrate Databases window, click [Browse], and then locate the path to the data folder where the Pervasive data you want to migrate is located.

    The Migrate Databases window displays the selected folder path in the Starting folder box.

    The Data Migration utility scans the selected folder for all Pervasive databases that are available for migration and displays them in a list below the Starting folder box. If desired, you can click the arrow key to the right of the [Browse] button and perform one of the following actions:

    • Cancel scanning. The scan process can be lengthy, depending on the number and size of the files within the selected folder. Select this option to stop the scan at any time.
    • Rescan. Select this option to scan the selected folder again.

    Note: The Data Migration Utility does not scan backup data folders (PEBackup folders). If the Data Migration Utility is unable to locate certain Pervasive databases, the databases may be residing in a PEBackup folder. Try renaming the PEBackup folders and restart the scan.

  8. Select the check box for each Pervasive database in the list that you want to migrate.

    You can select estimate, Address Book, and standard databases for migration.

    Note: Sage recommends migrating your standard databases before migrating your estimate data.

  9. Click [Migrate] to begin the migration process.

    The migration process may take some time, depending on the size of the databases you are migrating. You can view the status of the migration from the Migration History list in the main window at any time.

    If desired, you can also select other Pervasive databases for migration by repeating steps 1-7. Any additional migration jobs you schedule are placed in a queue and performed in order.

    Note:

    • Ensure you select the Queued check box at the top of the Migration History list in the main window to see a list of pending migration jobs in the queue.
    • Do not attempt to access any of the databases you are migrating until the migration process is finished; you cannot access a database while it is migrating.

  10. Repeat steps 1-9 as necessary to migrate all Pervasive databases you want to use with Sage Estimating.