Migrating Fixed Assets CS data to Virtual Office CS or SaaS

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Complete the following multi-part procedure to move Fixed Assets CS data from a local or network drive to Virtual Office CS or SaaS, and set up the Virtual Office CS or SaaS installation of Fixed Assets CS.

Part 1: Back up data from your local installation of Fixed Assets CS

  1. Create a folder on your local hard drive named FAbackups.

    Note: If you use multiple data locations, you should create a separate backup folder for each location.

  2. Open your local installation of Fixed Assets CS.
  3. Back up Fixed Assets CS client data to the C:\FAbackups folder.
  4. If you use multiple data locations, log in to each additional location and repeat steps 2 – 3. Be sure to select the appropriate backup location in step 3d.
  5. Back up Fixed Assets CS custom methods of depreciation.
  6. Back up Fixed Assets CS custom reports.
  7. Close the local installation of Fixed Assets CS.

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Part 2: Restore data into the Virtual Office CS or SaaS installation of Fixed Assets CS

  1. Click the Applications link in the NetStaff CS tab of the navigation pane.

    Note: If you don’t see this link, you don’t have access to applications through Virtual Office CS or SaaS.

  2. In the Virtual Office CS screen, click the Fixed Assets CS icon to open the application.
  3. If you need to set up multiple data locations, contact CS Web Services Support by calling 800-968-0600 and following the prompts.
  4. Restore client data.
  5. Restore custom methods of depreciation.
  6. Restore custom reports.
  7. If you use multiple data locations, repeat this procedure for each data location.

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Part 3: Set up the Virtual Office CS or SaaS installation of Fixed Assets CS

  1. Choose Setup > System Configuration and make any necessary changes to the application setup.
  2. Each Fixed Assets CS user should verify his user preferences through the Setup > User Preferences dialog.

You are now ready to work in Fixed Assets CS in the Virtual Office CS or SaaS environment.

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Related topics

Getting started with Virtual Office CS or SaaS

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