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Premium to Premium migrations... imperfect conditions

  • 1.  Premium to Premium migrations... imperfect conditions

    Posted 02-24-2022 15:58
    I'm going through another difficult Premium to Premium upgrade, and sent a note to a Sage developer with some thoughts about how frustrating this can be... receiving a reply that seemed hopeful they'd be willing to consider making changes, so such migrations work with real world (AKA: imperfect) conditions.  (...since Premium is becoming more popular...).

    I cited two recent painful upgrade experiences (old server not in new domain... which is my current fun; and moving data center providers without source server image, just data backups... which was a great adventure last year), but expect others here likely have encountered their own complicated upgrade scenarios where the migration program just wouldn't work. 

    I'm hoping a choir will be heard more clearly (compared to a lone voice)... so please share your horror stories!

    My initial suggestion:
    • Point the migration tool at a folder copy of \MAS90\... plus database backups for MAS_SYSTEM and the company databases (instead of the source server).
    • Assuming you need to look inside the source MAS_SYSTEM before running the migration, it should be possible to restore the provided BAK file to the new SQL instance as MAS_SYSTEM_TEMP… all without ever having to connect with the source Sage / SQL server at all.
      • I'm perfectly OK with reasonable manual steps… but the key point is not needing any external connections (to a running / fully admin-accessible source server, which is a brick wall NO sometimes). 
    • That's it.  No having to jump over numerous hurdles to get a connection between servers (which might be 100% impossible).  Everything needed for the migration "should" be in the \MAS90\ folder and SQL backups, so requiring that Live connection should be technically unnecessary.
      • Standard / Advanced only need a folder copy as source.  Premium sources need a way to upgrade with that same kind of data (pre-copied manually to the destination server's hard-drive).
    No promises of course, but if we don't ask, nothing will change.

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    Kevin Moyes
    Technical Systems Analyst
    Munjal White Consulting Co.
    Toronto ON
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  • 2.  RE: Premium to Premium migrations... imperfect conditions

    Posted 02-25-2022 08:21
    I encountered that same error with a Premium-to-Premium upgrade recently.  Once I changed the Sage 100 service from Local User to a named user, it went through.  All of my Version 2021 Premium-to-Premium migrations have been difficult.  Thanks for the tips, @Kevin Moyes!​

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    Susan Pawlowic
    Sage 100 Solutions Architect
    RKL eSolutions, LLC
    spawlowic@rklesolutions.com
    (717) 735-9109 Ext. 4352
    ------------------------------



  • 3.  RE: Premium to Premium migrations... imperfect conditions

    Posted 02-25-2022 10:05
    We do that before trying the first time... but that only works in certain circumstances.  When both servers are in the same Windows domain, and you set up SQL server to run using domain user accounts that have local admin permission to both servers: no problem.  That's the "perfect condition", but not all upgrades are in such environments.

    ------------------------------
    Kevin Moyes
    Technical Systems Analyst
    Munjal White Consulting Co.
    Toronto ON
    ------------------------------



  • 4.  RE: Premium to Premium migrations... imperfect conditions

    Posted 02-25-2022 08:55
    On trick I learned this last year is that during the installation of the "new" sage version, if you point the database connection to a server that already has a MAS_SYSTEM database, it will prompt you to upgrade that MAS_SYSTEM DURING the installation of the product.  Meaning, Install Sage 100 Premium to a new directory location, and when it asks for the database location point it to one that already exists. 

    A couple things to note:
    • You are effectively skipping the migration step and doing it by hand
    • You can upgrade a system without using a separate SQL server to stage the database upgrade by doing this
      • Make sure you have everything backed up
    • If you are changing DB servers you can do a back up and restore of the MAS_SYSTEM (and MAS_XX) to the new DB server
    • You do need to manually copy the almost empty MAS90\MAS_XXX folders to the new version version
    • You would also need to manually copy any custom reports that are located in the MAS90\Reports dir
    • I am sure if there are other manual steps that I have not had the pleasure of having to troubleshoot yet
    I have only done this for 1 client that had heavy security around their servers.  The standard migration executable was just not able to get through the permission restrictions the client had.  This was also fairly vanilla and did not have any 3rd parties or enhancements.  Sage was very hesitant to let me know that this step exists.  It was only after a month of back and forth migration tests that they informed me of another way around it. 

    If anyone else has experience with this id love to know their thoughts.

    ------------------------------
    Brett Pensinger
    Martin And Associates
    Cincinnati OH
    513-782-6119
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  • 5.  RE: Premium to Premium migrations... imperfect conditions

    Posted 02-25-2022 10:18
    That's the MERGE method @Carmen Cruz posted guides for a couple years ago... used it once for moving a customer to a new data center, where the source provider would only give backup files (not a server image).  Very helpful, but not overly user friendly, and I'd consider it a last resort when a normal Parallel upgrade is impossible.
    Link.


    ------------------------------
    Kevin Moyes
    Technical Systems Analyst
    Munjal White Consulting Co.
    Toronto ON
    ------------------------------



  • 6.  RE: Premium to Premium migrations... imperfect conditions

    Posted 02-25-2022 08:58
    As someone who has a handful of Premium that I have yet to upgrade ( but will soon ) - can you concisely state what the core issues are? 

    For example, I know one BIG problem is asking any company with a formal IT department for their SA account. That's been a hard no. And elevated user rights on a production SQL server have also been a hard no ( they are afraid a rogue app could mistakenly clobber other data ).

    Sage has suggestions for what you have noted - and I'm positive you've uncovered a  few secrets that cause those workarounds not to work. However reading this info I can't figure out what the secret is except maybe IT not wanting to grant user rights? 

    I feel like this is highly valuable info but the middle piece of "Here is the hidden problem" and "here is how you work around it" is missing from the post.

    I totally agree that Premium is growing in popularity and could be the wave of Sage 100s somewhat limited future. I also am concerned that the Sage 100 knowledge is quickly retiring or being "re-homed to other product lines" and if we don't capture it now we may collectively wake up one day wishing we did while we had the chance. 

    TIA

    ------------------------------
    Wayne Schulz
    wayne@s-consult.com
    http://www.s-consult.com
    Schulz Consulting
    860-516-8990
    Moodus, CT
    ------------------------------



  • 7.  RE: Premium to Premium migrations... imperfect conditions

    Posted 02-25-2022 10:23
    The core issue is that the Sage migration program puts a heavy burden on environmental technical requirements on Premium to Premium upgrades... (restrictions that do not apply to Standard and Advanced data sources). 
    Having that Live (perfect / admin) connection to the source server SHOULD NOT BE REQUIRED.  Running the Premium migration from copies / backups should be possible, if Sage programmed their migration strategy to allow it.

    ------------------------------
    Kevin Moyes
    Technical Systems Analyst
    Munjal White Consulting Co.
    Toronto ON
    ------------------------------



  • 8.  RE: Premium to Premium migrations... imperfect conditions

    Posted 02-25-2022 10:14

    This is a great topic/observation Kevin. 

    From a hosting perspective, it's also a whole different process that we have for Premium to Premium migrations. 

    Unfortunately, because of the dependency on the customer's on-prem environment, we are unable to create a standard specific process for these migrations, so they greatly vary in effort and cost to complete the migration, especially that we'd need to do a test migration and then another one for go-live. 

    We've done things like a complete manual move of MAS90 + SQL into a second same version server and readjusting configurations to get it up and running and then do parallel migration within the same LAN where SQL is accessible to the latest version. 

    In other instances, we managed to get the SQL port open just for the duration of the migration to get the initial data set. 

    Just those 2 are extremely laborious and time consuming. 

    When our customers are doing upgrades within our environment, Premium to Premium, we have a few options for them with a few price points as well, that would give them their options for downtime as well, where the best option we offer is to literally make a clone of their server offline and make it available to the new server for their test migration, as to not to interrupt their production.  (That is the more costly option, but also, has 0 downtime for their production during the whole migration process, except for the go-live. 

    All this to say, I agree with you 100%. There is no reason why this process can't be improved so that it can be completely done offline. 



    ------------------------------
    George Khairallah
    CTO | gotomyerp, LLC
    george.k@gotomyerp.com | 877-888-5525
    http://gotomyerp.com/
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  • 9.  RE: Premium to Premium migrations... imperfect conditions

    Posted 02-25-2022 10:47

    When Sage does the Parallel Migration it goes to the source server to path \\servername\e$ (administrator type of share) all the way to the data folder where the .mdf and.ldf sql database files are located.  It wants to create a BAK file.  It will then copy that BAK file to the new location and proceed with getting it into SQL Server.  However from what I am hearing Sage is on one server and SQL is on another. 

    So to make this work correctly do the following: 

    1. Connect to the SQL server for both the source and destination.
    2. Go into Services. 
    3. Go to SQL Server (MSSQLSERVER)  if your using the default instance.  If not look for the one that has your SQL instance name in the brackets. 
    4. Right click and select Properties
    5. Click on Login
    6. Change to Administrator sign-on and password
    7. Complete this task for both SQL Server instances for Source and Destination

      By default Microsoft uses "NT System/MASSQLServer" account and password which is created by them.  It does not have the rights to get to hidden Admin share paths.  That is why it needs to be an Administrator account when SQL and Sage are on seperate servers.  This change allows rights to communicate between the network via the hidden admin shares.  i.e. "\\Servername\E$"
    Take Care and see you at 90 Minds
    If you have any questions email me at carmen.cruz@compudata.com ;)

    ------------------------------
    Carmen Cruz
    Sage Consultant
    CompuData
    215-969-1000 Ext. 279
    ------------------------------



  • 10.  RE: Premium to Premium migrations... imperfect conditions

    Posted 02-25-2022 11:09
    Edited by Kevin Moyes 02-25-2022 18:22
    Yes Carmen, we do that, but it isn't always possible, and doesn't always work.

    The idea being discussed here is that the migration program triggering the backups (and file copy), forcing strict technical environmental requirements, is bad design.  Nice when it works (perfect conditions), but a nightmare when it doesn't (imperfect conditions).

    ------------------------------
    Kevin Moyes
    Technical Systems Analyst
    Munjal White Consulting Co.
    Toronto ON
    ------------------------------



  • 11.  RE: Premium to Premium migrations... imperfect conditions

    Posted 02-25-2022 11:14
    Sage is not going to change the code.  Good luck with that.  It took them forever just to get it to work period without making up folders to force it to work. I should know because I was heavily involved in the testing with the programmers at Sage.  ;)

    ------------------------------
    Carmen Cruz
    Sage Consultant
    CompuData
    215-969-1000 Ext. 279
    ------------------------------



  • 12.  RE: Premium to Premium migrations... imperfect conditions

    Posted 02-25-2022 11:18
    I appreciate the luck!  I know it will be needed... and have a few ideas on how to motivate Sage to make this kind of change.

    ------------------------------
    Kevin Moyes
    Technical Systems Analyst
    Munjal White Consulting Co.
    Toronto ON
    ------------------------------



  • 13.  RE: Premium to Premium migrations... imperfect conditions

    Posted 02-25-2022 11:15
    Thanks for the insights into the hosting work-arounds pertaining to Premium.  I've used / seen a couple of those strategies, but I'll definitely be passing on those use cases (anonymously).  The restriction to after-hours test migrations is one I didn't mention in my initial note to Sage, which is a big pain.

    They clearly want customers to upgrade in a timely manner... and expensive / complicated migration steps are a barrier to that for sure.

    ------------------------------
    Kevin Moyes
    Technical Systems Analyst
    Munjal White Consulting Co.
    Toronto ON
    ------------------------------



  • 14.  RE: Premium to Premium migrations... imperfect conditions

    Posted 05-29-2023 13:14

    FYI,
    In case anyone wants to vote for change...
    https://community.90minds.com/idea/sy-simplify-premium-to-premium-upgrade-process



    ------------------------------
    Kevin Moyes
    Technical Systems Analyst
    Munjal White Consulting Co.
    ------------------------------



  • 15.  RE: Premium to Premium migrations... imperfect conditions

    Posted 06-01-2023 12:30

    After 5 or 6 or 7 attempts at trying to migrate from 2015 Premium on one server to 2022 on another server, including reinstalling enhancements, and doing the various steps that we've tried before and some of my memory of what Carmen told us during MOTM, I finally had success with this series of steps:

    Copy the v2015 MAS90 folder from the old server to the new server

    Backup/restore 2015 MAS_System and MAS_xxx databases from old server to a new temp instance on the new server

    Never tried to get into this temp copy

    When I run the migration tool, I point the source data to my temp copy of 2015 MAS90 folder and change the default path of SQL from where it is on live 2015 to my temp instance where I put copies of the 2015 databases.

    Migration finished/merged successfully.

    I was able to get into new version.

    Just sharing what worked for me in case it helps anyone else out!



    ------------------------------
    Robert White
    Munjal White Consulting Co.
    Toronto ON
    ------------------------------



  • 16.  RE: Premium to Premium migrations... imperfect conditions

    Posted 06-01-2023 14:09

    Nicely done @Robert White !



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    Alnoor Cassim
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  • 17.  RE: Premium to Premium migrations... imperfect conditions

    Posted 06-03-2023 08:45
    Awesome job. Good to hear my classes helped you through it!!!  Have a great weekend. 

    Carmen Cruz
    Sage Consultant
    carmen.cruz@compudata.com
    215-969-1000 Ext. 279
    www.compudata.com
    Work Smarter... Together 

    CompuData, Inc. • 325 Chestnut St, Ste 700 • Philadelphia • PA • 19106





  • 18.  RE: Premium to Premium migrations... imperfect conditions

    Posted 06-05-2023 11:47

    Indeed, a great idea Robert!

    I think this is going to be my "plan A" method for new servers and Premium to Premium migrations.  I've spent too many hours fiddling with permission issues, and I can't seem to find any negatives for this technique (aside from the short term need for extra disk space related to the temp SQL instance).



    ------------------------------
    Kevin Moyes
    Technical Systems Analyst
    Munjal White Consulting Co.
    ------------------------------