When it comes to managing Sage software, businesses might find themselves in a situation where they need to either upgrade their current Sage installation or migrate Sage to a new server. Each process involves distinct steps and considerations.
Sage Upgrade
Upgrading Sage is generally straightforward. The key to a smooth upgrade is ensuring certain services are inactive during the process to prevent any data mishaps or service interruptions. Specifically, you should turn off the following services:
- XM Symphony Client Service
- commercebuild Sync Agent
For detailed instructions on how to stop these services, refer to the guidance provided in this support article.
Once the upgrade is complete, you can restart the services. This action will allow the system to continue data replication from where it left off, and any interrupted transactions, such as failed orders, can be reprocessed.
Server Migration
Migrating Sage to a new server is more complex than a simple upgrade. This process involves moving the entire Sage environment to a new hardware setup, which requires careful planning and execution. When migrating, you must:
- Install the necessary software on the new server.
- Reconnect your web store to ensure it functions correctly through the new server setup.
This process typically takes about 5 hours, but the actual time can vary depending on the complexity of your new server environment. To ensure a smooth migration, it's advisable to give the commercebuild team a 30-day notice. This advance notice allows the team to schedule the migration properly and allocate sufficient resources to the task.
For the migration, you will need to contact the support team at support@commercebuild.com to discuss your plans and get approval for the billable hours involved in the migration process. Additionally, you must provide detailed information about your new server setup by completing the form available at this link, which will enable the team to access your new machines and install the required software.
In summary, while upgrading Sage is relatively simple and involves temporarily disabling certain services, migrating Sage to a new server is a more involved process that requires planning, software installation, and system reconfiguration.