Moving an integrated Outlook BCM/Office Accounting 2008, SQL Server 2005 database

Scenario: You use Outlook 2007 with Business Contact Manager, as well as Office Accounting Express 2008, and have integrated both databases. You want to move the integrated database to a new computer.

1. If you haven’t before, download and install Microsoft SQL Server Management Studio Express in the source computer.

2. Open the above. Connect to the database (by default MSSMLBIZ). Under Object Explorer, expand Databases.

3. Right click on MSSmallBusiness database, Tasks, Backup.

4. Select a full backup. Add a new location for the backup, and a filename. Click OK. Note: Change the “files of type” to all files, then type the name you want and navigate to the folder where you want to place your backup file.

6. Copy to the portable media of your choice to be able to access it on the target machine. Alternatively, copy it over the network if both computers are on the same LAN.

5. In the target machine, install Outlook 2007, BCM and Office Accounting 2008. Create a new company in Accounting. Run Outlook for the first time for initial setup, which includes creating a new database for BCM.

6. Integrate both databases. Do it from the Accounting program.

7. Download and install Microsoft updates for Office 2007 as needed.

8. Download and install Microsoft SQL Server Management Studio Express in the target machine.

9. Open, connect, right click on MSSmallBusiness database, Tasks, Restore, Database.

10. Click on “From Device” under “source and location of backup”.

11. Click on Options on the upper left of the restore window. Then check “Overwrite the existing database”.

12. Click OK. A few minutes later, you’re done.

Alternatively,

1. From Outlook or Accounting Express, backup the database in the source machine. Copy file to transferable media or over the network to a location in target machine.

2. Install Outlook with BCM and Accounting in the target machine.

3. Open Outlook and setup BCM.

4. Set up a new company in Accounting. Company name and legal name should be the same as it was in the source machine.

5. Integrate databases, from Accounting program.

6. Download and install all Windows Updates for the newly installed programs.

7. Restore backup from Outlook or Accounting Express using the appropriate .sbb file.

Note: If at all possible, when moving these to a different machine, create the same username to put all this under and restore all documents keeping the directory structure, because if you have any files linked in BCM, you’ll loose them if they are not in the exact same path as they were before the migration.

HTH.

 

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