AlarmBiller to Managely Data Conversion

11/20/2024 6:52 pm EST

1. AlarmBiller Server

Log into AB server: 170.20.1.92
Open SSMS
Locate ABDealerXXXXX
Navigate to D:\Data\..AB_to_MG Scripts
Run script UserIdMappingExtract

Select all cells in the results window
Right click in results panel and click Copy with Headers
On your workstation, open a blank Excel workbook and paste the results from the step above into the blank worksheet
Save Excel workbook as [BROWSE TO YOUR OneDrive]\EmployeeUserId.csv

Run Extract_Doc_Encryption_Key, copy the Document Encrytion Key and save to a .txt file
Backup DB to: D:\Data\[YOUR FOLDER]\ABDealerXXXXXX_Date_YourInitials.bak

Settings for backup
Media Options: click on “Overwrite all existing backup sets”
Backup Options: Set backup compression to Compress backup

Transfer backup to your workstation using your OneDrive through Chrome

2. AlarmBiller Document Server

Log into AB Doc Server
Navigate to ABDocStorage
Navigate to ABDealerXXXXXX
Right click and choose SendTo>Compressed to Zip
Transfer zip file to your workstation using your OneDrive through Edge

Sign out of both servers. DO NOT JUST CLOSE THE WINDOW, MAKE SURE YOU SIGN OUT!

3. Managely Server

Log into MG Server
Open SSMS
Locate ABDealerXXXXX database
Run this query in SSMS to verify you are in the correct database Select * From sDealer
Backup DB to: D:\DBBackup\[YOUR FOLDER] ABDealerXXXXXX_Date_YourInitials.bak
- Settings for backup
  - Media Options: click on “Overwrite all existing backup sets”
  - Backup Options: Set backup compression to Compress backup
Transfer backup file to your workstation using OneDrive through Chrome
Download backup file to your workstation from OneDrive
Mount Managely and AlarmBiller databases to SSMS on your workstation
Run 1_aChargesGroupMigration on AlarmBiller database
Run 1.2_aWarehousePartQuantityOnHandMigration on Managely database

4. Conversion of AlarmbBiller Database to Managely Database

Open SQL Compare 14
On the left side choose Database
- Choose your server where the Managely backup is located
- Choose your database name
On the right side choose Database
- Choose your server were the AlarmBiller backup is located
- Choose your database name
Click Compare Now
When comparison completes click Ok
Check box next to “Object Name” to select all objects
Click Deploy
On the next screen click Next
On the next screen click Deploy
On pop up click Deploy Now
- If deployment fails, determine the cause of failure and make your changes to the AlarmBiller database
- After you’ve made any necessary changes, click Ok in SQL Compare 14
- Click Close
- Click Refesh
- Repeat steps 4 through 10
Click Ok
Click Ok
Close SQL Compare 14

5. Updates to AlarmBiller Databased Needed in Managely

Run scripts #2 through #11 and #13-#15
- If Script #6 fails with duplicate key error, navigate to that portion of the script and add a “0” to the end of the GL Account Number
Backup AlarmBiller database as ABDealer[Managely DealerId)_CONVERTED_Date_YourInitials.bak
- Settings for backup
  - Media Options: click on “Overwrite all existing backup sets”
  - Backup Options: Set backup compression to Compress backup
Transfer new backup to your OneDrive
Return to Managely server
Download new backup and EmployeeUserId.csv (file from step _) from your OneDive through Chrome to D:\DBBackup\[YOUR FOLDER]
Open SSMS
Locate ABDealerXXXXX
Restore ABDealerXXXXX with new back
1. Restore settings
  1. Options: Check Overwrite the existing database (WITH REPLACE)
Open script #12 on your workstation and replace Document Encryption Key with Document Encryption Key from step 1.6
On Managely server open a new query window
Copy script #12 to new query on Managely server and execute
Right click on restored ABDealerXXXXX choose Tasks > Import Data
1. Settings to Import Data
  - Data Source: Flat File Source
  - Browse to D:\DBBackup\[YOUR FOLDER] (change drop down in file explorer window from .txt to .csv)
    - Select EmployeeUserId
  - Text Qualifier: “
  - Advanced: select all column names, change Data Type from string [DT-STR] to text stream [DT_TEXT]
  - Click Next
2. Settings to Import Data
  - Destination: SQL Server Native Client 11.0
  - Click Next
  - Click Next
  - Click Finish
  - Click Finish
  - When complete, click Close
Navigate to D:\DBBackup\AB_to_MG
Open and Execute UpdateUserId script

6. Managely Document Server

Log into MG Doc Server
Download zip file from OneDrive to D:\ABDealerXXXXX
Extract files
Copy files from extracted zip file
Click “Yes” to overwrite existing files

Sign out of both servers. DO NOT JUST CLOSE THE WINDOW, MAKE SURE YOU SIGN OUT!

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