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Data

Migrate Fixed Assets CS data to Virtual Office CS or SaaS

Follow these steps to move Fixed Assets CS data from a local or network drive to Virtual Office CS or Software as a Service (SaaS). Then, set up the Virtual Office CS or SaaS installation of Fixed Assets CS.
  1. Part 1: Back up data from your local installation of Fixed Assets CS
  2. Create a folder on your local hard drive named
    FAbackups
    .
    1. Double-click
      My Computer
       on your desktop.
    2. Double-click the
      C:\
       drive.
    3. Select
      File
      ,
      New
      , then
      Folder
      .
    4. Name the folder
      FAbackups
      .
    note
    If you use multiple data locations, you should create a separate backup folder for each location.
  3. Open your local installation of Fixed Assets CS.
  4. Back up Fixed Assets CS client data to the
    C:\FAbackups
     folder.
    1. Select
      File
      , then
      Backup
      .
    2. Make sure
      Clients
       is selected in the 1st field of the Backup window.
    3. Double-click 1 or more clients to move them to the Selected pane, or use
      Select All
      .
      note
      The open client (if any) is listed in the Selected pane.
    4. Select
      Modify Backup Location
      , go to
      C:\FAbackups
      , and select
      OK
      .
    5. Select
      Backup
      .
  5. If you use multiple data locations, sign in to each location and repeat steps 2 and 3. Make sure to select the correct backup location in step 3d.
  6. Back up Fixed Assets CS custom methods of depreciation.
    1. Select
      File
      , then
      Backup
      .
    2. Select
      Custom Methods
       from the 1st field in the Backup window.
    3. Use
      Select All
       to move the custom methods of depreciation to the Selected pane.
    4. Make sure that
      C:\FAbackups
       displays in the
      Backup location
       field.
    5. Select
      Backup
      .
  7. Back up Fixed Assets CS custom reports.
    1. Select
      File
      , then
      Backup
      .
    2. Select
      Custom Reports
       from the 1st field in the Backup window.
    3. Use
      Select All
       to move the custom reports to the Selected pane.
    4. Make sure that
      C:\FAbackups
       displays in the
      Backup location
       field.
    5. Select
      Backup
      .
  8. Close the local installation of Fixed Assets CS.
  9. Part 2: Restore data into the Virtual Office CS or SaaS installation of Fixed Assets CS.
  10. Select
    Applications
     in the NetStaff CS tab of the navigation pane.
    note
    If
    Applications
     isn't available, you don't have access to applications through Virtual Office CS or SaaS.
  11. In the Virtual Office CS screen, select
    Fixed Assets CS
     to open the application.
  12. If you need to set up multiple data locations, contact CS Web Services Support. Call 800.968.0600 and follow the prompts.
    Internal use only
    If a user requests to set up multiple data locations, see Internal: Multiple data locations for Virtual Office CS and SaaS firms.
  13. Restore client data.
    1. Select
      File
      , then
      Restore
      .
    2. In the
      Clients Not Found
       window, select
      Change Backup Location
       and go to the
      FAbackups
       folder on your local C:\ drive.
      note
      In the Virtual Office CS or SaaS environment,
      C$ on Client (V:)
       is your local C:\ drive.
    3. Make sure that
      Clients
       is selected in the 1st field of the Restore window.
    4. Use
      Select All
       to move all client data to the Selected pane.
    5. Select
      Restore
      .
  14. Restore custom methods of depreciation.
    1. Select
      File
      , then
      Restore
      .
    2. Select
      Custom Methods
       from the 1st field in the Restore window.
    3. Use
      Select All
       to move the custom methods to the Selected pane.
    4. Make sure that
      V:\FAbackups
       displays in the
      Backup location
       field.
    5. Select
      Restore
      .
  15. Restore custom reports.
    1. Select
      File
      , then
      Restore
      .
    2. Select
      Custom Reports
       from the 1st field in the Restore window.
    3. Use
      Select All
       to move the custom reports to the Selected pane.
    4. Make sure that
      V:\FAbackups
       displays in the
      Backup location
       field.
    5. Select
      Restore
      .
  16. If you use multiple data locations, repeat this procedure for each data location.
  17. Part 3: Set up the Virtual Office CS or SaaS installation of Fixed Assets CS
  18. Select
    Setup
    , then
    System Configuration
    . Make any necessary changes to the application setup.
  19. Have each Fixed Assets CS user go to
    Setup
    , then
    User Preferences
     and verify their user preferences.
You're now ready to work in Fixed Assets CS in the Virtual Office CS or SaaS environment.

This article applies to:

  • Product: Virtual Office CS
  • Subject: Export

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