Download and install the Data Migration Agent (DMA)

The Data Migration Agent (DMA) is a small application that forms an essential part of the IRIS Elements data migration solution for IRIS products, including the IRIS Accountancy Suite, Keytime Accountants Suite and PTP Suite. It allows you to create a connection between and move data from the databases of the IRIS products you are migrating from to your IRIS Elements account. The DMA must be downloaded, installed, and configured before you can migrate data. This document will focus mainly on how to configure the DMA once it has been downloaded and installed.

Important: Before attempting to install and configure the DMA, please note the following:

  • The DMA must be installed on a PC or laptop that either holds the data being migrated or has access to it via the products you are migrating from.

    If the DMA cannot be installed in the same location as the database, you will need to configure access to the database. Before configuring, make sure you have the right permissions to do so.

  • You need an active IRIS Elements account to connect to.

  • You need Windows Administrator rights to be able to install and run the DMA.

  • The latest version of .Net Desktop Runtime is required; this will be auto detected and a prompt to update if required will be proposed.

  • The latest version of Keytime Accountants Suite is required.

1. Downloading and installing the DMA

  1. Download the DMA from the download page and make a note of the download location.

  2. On your PC or laptop, find the download file and double click to run.

  3. Follow the instructions on screen to install the DMA. A shortcut to the DMA Configuration Tool is placed onto the PC or laptop Windows Desktop.

  4. Right click the shortcut and select Run as Administrator to launch the DMA Configuration Tool.

2. Data Migration Agent (DMA) Configuration Tool

Launching the DMA Config Tool takes you to a Product Selection Setup page where you have the option to configure the DMA to allow your chosen IRIS product’s data to be migrated to IRIS Elements.

The DMA supports multiple IRIS products, so please check that you have selected the correct product before proceeding. The option for Keytime users are:

  • Keytime Accounts Production including Keytime Tax

Select your product and then Next to proceed.

3. Using the DMA

Once you have selected to migrate Keytime Accounts Production including Keytime Tax, please check you have completed the required prerequisites before you start migrating your data.

These Prerequisites cover all the IRIS Product offerings available for migration; not just for the product currently selected.

  1. Select the checkbox to confirm you have completed the prerequisites, and select Next to continue.

  2. Enter the email address of your IRIS Elements user and select Next. Then enter your Password and select Verify.

  3. Once you're signed in, select Next to continue.

  4. Your Keytime installation may be auto-detected. If it is not, use the Browse option to find it.

    Select Test Connections to validate the path is correct. If successful, the data path will turn green.

  5. Select Save and then Next.

  6. Select Start DMA Service to start the DMA.

  7. Select the link to go to IRIS Elements and log in to the platform, if you haven't already.

Next step: Migrate your data into IRIS Elements