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Moving Sage 500 ERP to New Server

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Hello all, 

I've been tasked in moving our current SAGE 500 ERP 2017 7.8.1 is running on Server 2008R2/SQL 2008R2 on XYZ domain to a new VM running Server 2016 Standard/SQL 2014 Standard on ABC domain. Given my short experience with SQL I wanted to get some insight/feedback/maybe a how to on how to perform this task.

Things I've done this far:

  • Got a Server 2016/SQL 2014 running and updated with latest security updates and domain joined the VM to ABC domain
  • SQL 2014 has been installed using mix mode authentication, so I have an SA account and can manage SQL using domain admin accounts
  • I have installed Sage 500 ERP 2017 7.8.0 (cant apply the 7.8.1 update since its on trial mode for the next 45 days), 
  • Database creation utility had no issues creating the demo companies
  • I have loaded the DEMO Data and able to access SOA and other DEMO companies that get tossed on the tables to test different module

My questions are:

  1. Does anyone have experience in moving data from the production server to a completely fresh built VM? How did you accomplished this? By just copying data from one SQL server to another using the Copy Database feature in SSMS?
  2. What about SQL Agent jobs that were created? will those get copied over when using the Copy Database? 
  3. How about if we changed the invoicing/PO templates and many other forms using Crystal Reports, where does Sage 500 pick those templets from?

Basically how can I bring over the DB and all customizations?


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