Migration Wizard

U2MigrationWizard.exe in your package guides you throughout the migration process.

1. Open SQL Server (version 2019 or 2022) preferably with an administration login.

2. Click Migrate data and Next.

3. In (Migration Step 1), select the Sage XRT Treasury database you want to migrate.

4. Select the empty Sage XRT Treasury database corresponding to your MS SQL Server version.

   If both database versions are up to date, you are ready for migration.

5. Click Next.

6. Migration Step 2 enables you to choose the elements to migrate. Each tab presents a type of entities. Complete these tabs according to your customer’s needs.

   The first tab deals with banks.

Choose one of these options:

• Migrate All Banks to migrate all of the banks.

• Migrate only selected Banks to select each bank from the list beside.

This second option enables you to retrieve certain elements and to easily draw up the list.

When you click one of the buttons All except mentioned Banks or Only mentioned Banks, a small window opens up.

You can enter in it the elements codes (or copy/paste them from the Excel workbook or another document). They will be automatically retrieved and processed in the list beside: All except mentioned Banks to exclude the entered codes or Only mentioned Banks to select the entered codes only.

The other tabs follow the same principle of selection.

7. Save your choices and click Confirm Selection, then Next.

8. Migration Step 3 sum up the elements to migrate. Check the numbers displayed.

Specify the date from which elements will be migrated.

In the Scripts to be executed field, disable the scripts yo do not want to execute.

9. Click Start migration.

   In the log window, you watch the process progress.

   At the end of the migration, this message appears: All steps completed.