Performing user migration

After running the Parallel Migration Wizard, you're ready to map users.

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.

After finishing the steps above, see Completing the Data Conversion Checklist.