Microsoft Access to Microsoft SQL Server Upgrade

SQL Server Upgrade Checklist

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Microsoft Access to Microsoft SQL Server Upgrade

You can use Amphis Customer CRM Software with the free version of Microsoft SQL Server called SQL Server Express (or the full paid version of SQL Server if you prefer). See SQL Server Express

Here is a checklist of steps to perform.

  • Install SQL Server Express on the PC or Server you wish to use as the Database Server.

  • Use SQL Server Migration Assistant for Access (SSMA) to upgrade the customer.mdb file to create a new SQL Server Database.

  • Enable Remote Connections on your Database Server - see SQL Server - Enable Remote Connections

  • Delete the Disallow Zero Length Constraints created by the Upgrade - see Unwanted Disallow Zero Length Contraints (near the bottom of the page).

  • If you are in a country that uses UK date format (dd/mm/yyyy) change the Default Language for the SQL Logins to British English.

  • Change the configuration on all the client PCs (in Tools->Configuration) to connect to the new SQL Server Database instead of the Access Database (customer.mdb).

  • Go into the SQL Server Configuration Manager and enable the TCP-IP protocol on the server (see diagram below).

  • Configure the Windows Firewall to allow SQL Server Access - see Configure Windows Firewall for SQL Server Access

Enable TCP-IP Protocol on the Server

You will need to go into the SQL Server Configuration Manager and enable the TCP-IP protocol on the server.

SQL Server Remote Connections Enable TCP-IP

For information on installing Microsoft SQL Server Express, see Install SQL Server Express 2012

For information on configuring SQL Server Authentication so your users can access the database, see SQL Server Authentication

For detailed instructions on upgrading your Amphis Customer database to SQL Server Upgrade to SQL Server

IT Support Needed

Please note that setting up and maintaining Microsoft SQL Server is an advanced topic and we would suggest consulting an IT Professional to help you with this. The IT Professional needs to have a full understanding of Microsoft SQL Server including SQL Logins, SQL Users, networking and security, and SQL Server backups.