Migrating Sage 100 data into Sage Partner Cloud

In the source installation, follow the steps in the Upgrade Checklist.

1. Go to the Sage 100 Documents page.
2. Select the version of Sage 100 that you're migrating to.
3. Select Checklists and then click the Upgrade Checklist link.
4. In the document, locate the section for the version that you're migrating from.
5. Follow the steps in the Pre-Upgrade Checklist section.
6. Review all users and update their email addresses to match the ones used when creating the users in the Sage Provisioning Portal. This will simplify the user merge process.

In the new site, create a folder in the E: drive, and then copy the data from the source installation to the new folder.

We recommend using the Azure Copy utility to copy files from the source system to the cloud. This utility is optimized for improved performance and can restart and recover from a failed transfer.

For detailed steps on using the Azure Copy Utility, see Using AZCopy to copy data.

1. Log in to the Sage Partner Cloud site that you provisioned as a Local Admin user who is also a Sage 100 Administrator. Connect using the Virtual Machine Access option.
2. Start Sage 100.

   Note: If this is the first time Sage 100 is started, you'll need to enter the registration key.

3. In the Upgrade Checklist document, follow the instructions in the Upgrade Checklist section to use the Parallel Migration Wizard to migrate your data to the target Sage 100 installation.

   The Upgrade Checklist can be found on the Sage 100 Documents page.

   Important! When you're asked to enter the password for the source installation in the Parallel Migration Wizard, enter the Sage 100 administrator password.

After running the wizard, you'll need to map the primary user created in the Sage Provisioning Portal to a Sage 100 user. Managing users is described in the next two sections.

You don't have to map all users now; however, before the users who are set up in the source version of Sage 100 can access the target version in the Sage Partner Cloud, you must:

1. Add them as users in the Sage Provisioning Portal. For more information, see Adding a user in the portal help.
2. Add them to the customer's site. For more information, see Adding a user to a site in the Sage Provisioning Portal help.

You can now map the user account created in the Sage Provisioning Portal to the user's Sage 100 account. This process is described in the next section.

Use the User Merge Utility to map users added in the Sage Provisioning Portal to users created in Sage 100.

To perform user migration

1. Start Sage 100.
2. In the Administrator Authentication window, enter the password.

3. If this is the first time you've started Sage 100 after completing migration, at the message "Do you want to map the Administrator user to an existing user from the source system or add a new user", select one of the following options:

   • Click Map User if there is an existing user who was system administrator on the source Sage 100 installation. In the User Mapping List window that appears, select the existing user to be mapped to the Sage Partner Cloud site administrator (_U1) user and click Select. In the User Merge Utility, the selected user is displayed in the Sage 100 Admin User (U1) field and the User Mapping grid displays a list of users created in the Sage Provisioning Portal.

     Note: If your existing source user is from Sage 100 version 2021 or earlier, update the role associated with this user to include access to the Administrative Tools window on the Library Master Security menu.

   • Click New User if there is no existing system administrator on the source Sage 100 installation. The User Merge Utility starts, a new _U1 user is created and appears in the Sage 100 Admin User (U1) field, and the User Mapping grid displays a list of users created in the Sage Provisioning Portal.

4. The User Merge Utility automatically selects source users for each Sage Partner Cloud user based on names and email addresses entered in the Sage Provisioning Portal and in User Maintenance. To map any remaining Sage Partner Cloud users or to make changes to users automatically mapped, click the Lookup button in the Source - User Logon field and select the source user in the User Mapping List window.

   Note: You do not have to map all of the users now. To map other users later, start the User Merge Utility from the Administrative Tools window on the Library Master Security menu.

5. Click Proceed to map the users.

Log into Sage 100 and complete the steps in the Data Conversion Checklist to convert Sage 100 company data and install additional components as necessary.

To complete the Data Conversion Checklist

1. Start Sage 100.
2. Go to the Sage 100 Documents page.
3. Select the version of Sage 100 that you're migrating to.
4. Select Checklists and then click the Upgrade Checklist link.
5. In the document, locate the section for the version that you're migrating to.
6. Follow the steps in the Data Conversion Checklist section.