This topic provides an outline of the process and links to how to guides and video walkthroughs for all the main processes involved in moving a network version of IRIS from one server to another.
Upgrades can be performed by competent IT users, however we do not recommend that you perform new installs or server moves of your IRIS software without a qualified IT professional. IRIS can provide an experienced technician to complete the changes for you.
If you use IRIS Docs and need to be moved to another server, this must be carried out by IRIS. Please speak to your Account Manager or our Sales team on 0844 815 5550 for details and pricing.
Below is an outline of the process.
Use the links below to skip to a section in the topic.
Removing Your Licences
Backup the IRIS database
Install Microsoft .Net 4.6 on the new machine
Install SQL Server on the new machine
Install IRIS on the new machine
Copy the DATA folder from the old machine to the new IRIS folder
Restore the IRIS database
Recreate the IRIS logins
Share the IRIS folder
Edit the system paths
Repoint the workstations to the new installation
Create a mapping for Communications (IRIS Practice Management users only)
From the Main Menu, click Tools-Licence Details. Select the top box to select all and then remove your licences.
Microsoft SQL Server Express is only recommended for installations of up to six users. For full system requirements please click here.
Click here to view the how-to guide for the installation of SQL Server 2008 Express R2. This guide ensures that the SQL Server installations is configured correctly to function with your IRIS Software.
Click here to download the SQL Server Express 2008 R2 installer from the Microsoft website for a 64-bit version of Windows
Click here to download the SQL Server Express 2008 R2 installer from the Microsoft website for a 32-bit version of Windows
Users of Windows 8 or Windows 2012 should install SQL 2012.
Click here to download the SQL Server 2012 Express installer for a 64-bit version of Windows
Click here to download the SQL Server 2012 Express installer for a 32-bit version of Windows
To identify which version of windows you have installed please click here.
Click here to download IRIS Accountancy Software
Click here for a how-to guide for the installation of IRIS Accountancy Software
The DATA folder contains certain items that cannot be stored in the SQL database, such as: documents, templates, record of tax returns sent
The DATA folder from the old IRIS directory should be copied into the new IRIS folder on the new machine
For network use the IRIS folder must be shared on the network.
Please ensure that you have the group of users who require access to IRIS added to the share which has read/write permissions on both the Sharing and Security tabs:
Open My Computer.
Go to the IRIS folder.
Right-click on the IRIS folder and select Properties.
Select the Sharing tab.
Click Advanced Sharing.
Select the Share this folder option.
Ensure that the group has Read/write permissions.
Go to the Security tab.
Again ensure that the group has Read/write permissions.
For network use the internal IRIS paths must point to a network location of the relevant folders (DATA and FORMAT).
These can be set as follows:
Open My Computer and go to the IRIS folder.
Double-click on makettl.exe
In the New Paths section enter the network location for the folders. These can be either a mapped drive (eg: Z:\DATA\, Z:\DATA\ and Z:\FORMAT\) or a UNC path (eg: \\SERVER\IRIS\DATA\, \\SERVER\IRIS\DATA\ and \\SERVER\IRIS\FORMAT\)
In the example above this assumes you use a mapped drive called Z:\ or that the server name is "Server".
Following a server move, the workstations must be reconfigured to point to the new server.
To do this:
On the workstations click Start.
For Windows 7 and Vista machines, type in the Search box.
For XP machines, click Run.
In the Search box, or Run command type in \\SERVER\IRIS\setup.exe and press Enter (assuming your server name is "Server").
The workstation setup should begin.
You may be prompted to remove any existing workstation components. If so, complete the setup and then re-run setup.exe as above.