This article guides you through creating a full SQL backup of your production and control databases to transfer them to Avanti for your migration to SaaS. We’ll also need a copy of the Application Folder to ensure a seamless transition.
A member of your IT Team with access to Avanti Administration, the SQL Server, and the Avanti SQL Databases needs to complete these steps.
How to Backup Your Company and Control Databases
Step 1: On your SQL server, open SQL Server Management Studio (SSMS).
Before backing up the database, be sure to decrypt any encrypted databases. We're unable to restore encrypted databases.
Step 2: Right-click on the database you want to take a backup, then select Tasks and Back Up. A new window will open.
Step 3: Ensure the following are selected in General:
Full for Backup type.
Database for Backup component.
Disk for Back up to.
Step 4: Select the default location, then select Remove.
Step 5: Select Add, then:
In Select the file, navigate to the location you’d like to save the backup.
Enter the File Name, with the extension .bak at the end.
Step 6: You may leave the Media options and backup options to default and click OK to start the backup.
Once the backup is complete, you can backup the rest of your Avanti production and control databases.
We’ll encrypt the databases when we restore the database on our servers.
How to Find Your Application Folder
Next, you’ll need to locate your Application Folder to send to Avanti.
Step 1: Open Avanti Administration.
You can find this on your Avanti Server as Avanti.Admin.exe.
Step 2: Select Login to SQL Server.
Step 3: Enter your authentication for the Avanti SQL Server, and select Connect.
Step 4: Select Set up SQL Server, Software and Data Access.
Step 5: In Working Directory, you’ll find the path to the Application Folder.
Step 6: Navigate to the Working Directory and create a compressed copy of the folder.
Great! Now you’re ready to upload the compressed folder and databases to SFTP site.
Want more information about uploading the files? Go to How-to Transfer Files Using WinSCP.