Move Practice CS to a new server

Back up the database

At the original server, open Practice CS.
Select
File
then
Backup
.
Select the ellipsis next to
Backup file
to choose a location where the backup will be saved.
Select
OK
to begin the backup process.

Install Practice CS on the new server

Go to the new server.
If you haven't already, download the latest version of Practice CS from the My Account page. Select
Downloads
on the My Account page to access a list of available downloads. You'll need to sign in to your CS Professional Suite web account to access the download.
Practice CS comes packaged with Microsoft SQL Server 2014 Express. If you need to install another version of SQL (remember, the version of SQL on your new server needs to be at least as high as the version running on your old server) or if your server is a domain controller, you'll need to run the Microsoft SQL installation before installing Practice CS. There are a number of topics that you may find useful during this process. Search "install SQL" in Help & Support to find out more.
Follow the installation instructions to install Practice CS. Make sure to run the desktop installation on the new server so that the application can be opened there. This is required to restore the database, so it needs to be completed even if no one will be working on the server.

Restore the database

Open Practice CS on the new server.
Go to
Open Firm
and choose
Sample
.
Go to
Staff ID
and enter
ADMIN
.
Leave the password blank.
Select
OK
.
Select
Help
, 
About Practice CS
, and then
Download Licenses
. Follow the prompts to download and apply your firm licenses.
Open the Sample firm again, using the same Staff ID and password as before.
Select
File
then
Restore
.
Select the ellipsis next to
Backup file\directory
and go to the location where you saved the backup file. If you get an error when selecting the backup location, see Error: "The file does not contain any backups..." when restoring a SQL database.
Enter a new name for the database at
New Firm name
. This is the name that will appear in the
Open Firm
dropdown when you open Practice CS.
Select
OK
to begin the restore process.

Workstation installation

Go to to X:\WinCSI\Practice CS\Desktop, where X is the mapped drive of the new server.
Run setup.exe and follow the prompts to complete the workstation installation.

Troubleshooting

Uninstall Practice CS from the workstation's Control Panel and run the desktop setup again. Don't uninstall the Practice CS Shared Files. Uninstalling the shared files will uninstall Practice CS from the server.
Go through the steps in There is a problem accessing the SQL server, even if you don’t receive an error.
Verify that your environment is configured correctly:
SQL Server best practice for CS Professional Suite applications
Windows Firewall Configuration for SQL applications in CS Professional Suite
Antivirus guidelines for CS Professional Suite applications
Permissions guidelines for the CS Professional Suite