If you need to migrate the three PensionSoft databases, PSCommon, PSPrecision, and PSArchive, to a new server, complete the following steps:
Database Backup: in SQL Management Studio, backup each of the three databases to a separate backup file (PSCommon.bak, PSPrecision.bak, and PSArchive.bak for example) and then copy these backup files to the new server.
Database Creation: in SQL Management Studio on the new server, create the 3 databases PSCommon, PSPrecision, and PSArchive by right-clicking Databases and selecting New Database....
Database Restore: right-click each newly created database (under the Databases branch) and select Tasks - Restore - Database... from the resulting menu. Under Source, select the Device option and then navigate to the backup file for each database (created in Step 1). On the Options page, check the box Overwrite the existing database (WITH REPLACE). No other boxes on this page should be checked. Then press OK to restore the database.
Remove PSUser from Three Databases: under each database, select Security - Users, right-click PSUser, and then select Delete to remove the SQL user PSUser (created under the prior server) from each database.
Create SQL Login on New Server: Create a new SQL Login by expanding the Security item in Object Explorer of Management Studio and right-clicking Logins. Select New Login... from the resulting menu and then provide the name PSUser for login name. Select SQL Server authentication and uncheck Enforce password policy. Under User Mapping, check the Map box for PSCommon, PSPrecision and PSArchive. Make sure that db_owner and public are checked for each database under Database role membership. Choose a password that is no more than 16 characters in length. Make sure to keep this in a secure place as you will need this for each Network Client. If possible, use the same password as was used for PSUser on the prior server as this will simplify the process of updating each network client installation of DB Precision.
Network Client Configuration: for each installation of DB Precision, open DB Precision and select System - System Settings. On the General tab, press the Settings button and specify the new server name (including instance name if applicable - PENSIONSOFT\INSTANCE for example). If you changed the password for PSUser from the prior PSUser (see step 5 above), you will also need to provide that new password. If you have migrated to a new version of SQL Server, make sure that the corresponding SQL Native client is installed (can be downloaded here) and that you have selected the new SQL Server Version on this screen.
