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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 standalone version of PTP Accounts Production from one machine 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 PTP software without a qualified IT professional. PTP can provide an experienced technician to complete the changes for you. Please call 0344 815 5550 for details and pricing.
For full system requirements please click here.
Click here to download and install Microsoft .Net Framework 4.6.
Click here for a how-to guide for the installation of Microsoft .Net Framework 4.6.
Microsoft SQL Server Express is only recommended for installations of up to six users. For full system requirements please click here.
Click here to download the SQL server Express 2017 installer from the Microsoft website.
On the Microsoft website download and run the SQL 2017 installation. Click Basic and it will do the installation for you.
After the installation has finished there will be an option to install SSMS (SQL server management studio), make sure to also download and install this. Once installed, follow the steps below:
Click Start, SQL Server Tool 17 and then click SQL Server Management Studio.
Select the required server and click Connect.
Right-click Servername and select Properties.
Click Security and then click SQL server and Windows authentication mode.
Click OK.
Restart the SQL Services. Right-click Servername and select Restart.
Retry the PTP installation.
Click here to download PTPAccountancy 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 PTP directory should be copied into the new PTP folder on the new machine.
Click here for a how-to guide on recreating the PTP logins following a database restore.
Reactivate your Licences
From PTP Accounts Production click Setup-Licence Details, select the Update Licences tab, click Check for updates in the bottom left. Tick all licences and click Activate in the bottom right.
For network use the PTP folder must be shared on the network. Please ensure that the Everyone group has Full Control on both the sharing and security tabs:
Open My Computer.
Go to the PTP folder.
Right-click on the PTP folder and select Properties.
Select the Sharing tab.
Click Advanced Sharing.
Select the Share this folder option.
Click Permissions.
Ensure that the Everyone group has Full Control.
Click OK.
Click OK.
Go to the Security tab.
Click Edit.
Again ensure that the Everyone group has Full Control.
If the group Everyone is not listed, click Add to add it into the list.
For network use the internal PTP AP 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 PTP 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.
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.