Updated servers, can we change the path instead of uninstalling workstations?

[AimeeZ]

Hi all,

We just recently moved to a new server on our network.  I wanted to know if there is a way to change the data path to the new server or if I need to uninstall and reinstall all of the workstations?  Thanks for any assistance!

Aimee

[Denver1]

How do I move ProSeries Network data files to a new server?

Here are some steps to migrate data files to a new server in ProSeries Professional:

1. Back up the client data and other files and folders from the old computer.
2. Restore the prior-year client data to the new computer.
3. Restore the prior-year recommended files to the new computer.
4. Update e-file acknowledgements. 

To automate the move process, the ProSeries Backup Utility can be used if default file and folder paths are used. To manually back up data, these steps can be followed:

1. Open ProSeries.
2. Select the clients to back up. 

Data can also be downloaded and transferred in ProSeries Professional by following these steps:

1. Go to the HomeBase View screen.
2. Select the Import menu, then Client Data Conversion.
3. Select Download Converted Client Data.
4. Sign in with the user ID and password.
5. In the Download Converted Data pop-up, select the batch to download.
6. Select Download.
7. Select Done to close the Tax Data Conversion Wizard.