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 PTP Accounts Production 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 PTP Accounts Production software without a qualified IT professional. IRIS can provide an experienced technician to complete the changes for you.
Please call 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.
Install Microsoft .Net 4 on the new machine
Install SQL Server on the new machine
Install PTP Accounts Production on the new machine
Copy the DATA folder from the old machine to the new IRIS folder
Share the PTP Accounts installation folder
Users of Windows 8 or Windows 2012 should install SQL 2012.
To identify which version of windows you have installed please click here.
For network use the PTP Accounts 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 Accounts folder.
Right-click on the 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 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 PTP Accounts 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 (for example, Z:\DATA\, Z:\DATA\ and Z:\FORMAT\) or a UNC path (for example, \\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\SHARE\setup.exe and press enter (assuming your server name is 'Server').
The SHARE that contains the PTP Accounts Production installation.
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.