> System Administration / If you are upgrading

If you are upgrading

You can upgrade system administration data from an on premise deployment v2013 to an online deployment v2013.

Upgrading from On Premise deployment to Sage 200 Online - v2013 and later

Use Export Settings to export settings (users, roles and features) to an XML file in order to import the same information into another deployment of Sage 200 v2013 or later.

Users and user authentication are created in Windows for On Premise deployments and in Sage ERP Online Services for Sage 200 Online. The export and import of user information cannot create users in the new deployment of Sage 200, but user information (such as user contact properties, company access, and assigned roles) is copied automatically in the process.

Note: User passwords are not exported.

You can export roles and features information.

If you export roles, all roles information is copied, including the user to role mappings.
If you export features, only features that have been manually added in the existing deployment (not those in the core components or that have been added, through add-ons) will be copied, including feature to role mappings and feature targets.
If you export features but not roles, then the feature authorisation for roles will not be exported and you will need to set this up once you have imported the data.

To ensure that the new deployment is set up correctly and as close as possible to the old deployment, we recommend that you follow this sequence:

In the old deployment:

Export settings.

In the new deployment:

Ensure your core components are properly installed.
Install any add-ons.
Import settings.

Upgrading from v2009 or v2010 - on premise only

To retain all your existing settings within System Administration, such as user accounts and roles, you must Update your configuration database.

Upgrading from versions prior to v2009 - on premise only

Sage 200 v2011 uses a configuration database to store your configuration information and settings System Administration.

We recommend you consider the type of installation you are performing and its recommended setup procedures.

If you have not migrated your system administration data and are using a version of Sage 200 earlier than v2009, and you would like this to be done, refer to your Business Partner for assistance.