How to move a standalone version of PTP Accounts from one machine to another

Introduction

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.

Remove Your Licences

• From PTP Accounts Production click Setup-Licence Details-Current Licences, check the top box to select all and then remove your licences.

Backup the PTP database

• Click here to go to the backing up section (The backup process is the same for PTP and PTP Accounts Production)

Install Microsoft .Net Framework 4.6

• 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

Install Microsoft SQL Server

Microsoft SQL Server Express is only recommended for installations of up to six users. For full system requirements please click here.

1. Click here to download the SQL server Express 2017 installer from the Microsoft website.

2. On the Microsoft website download and run the SQL 2017 installation. Click Basic and it will do the installation for you.

3. 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:

1. Click Start, SQL Server Tool 17 and then click SQL Server Management Studio.

2. Select the required server and click Connect.

3. Right-click Servername and select Properties.

4. Click Security and then click SQL Server and Windows authentication mode.

5. Click OK.

6. Restart the SQL Services. Right-click Servername and select Restart.

7. Retry the PTP installation.

Install PTP Accounts Production Software

• Click here to download PTPAccountancy Software

Copy the Data Folder

• 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.

Restore the PTP Accounts database

• Click here for a how-to guide on restoring the PTP database in the SQL Server 2008 Management Studio (This is the same with SQL 2012, 2014, 2016 and 2017).

Recreate the PTPlogins

• 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.