KB:Move BGL Software to a new stand-alone PC or laptop

KB:Move BGL Software to a new stand-alone

PC or laptop
Knowledge Base: Move BGL Software to a new stand-alone PC or laptop
Product(s)

CAS Simple Fund Simple Invest Simple Ledger

Description

How do I move my BGL software and data to a new computer/stand-alone PC/laptop

Last Modified Mon 19 May 2014

Article ID

62

Warning:
1. Ensure you have a backup of your data before moving your software.
2. Ensure your new PC/laptop meet the system requirements before moving your
application.
3. If you are sharing database with Simple Invest, you will need to contact BGL on 1300 654
401.

Details
This article will go through the steps required to move your BGL software and database to a new stand-alone
PC or laptop.
Note: If your software is installed on a server and you wish to move your software to a new server, refer
to FAQ 61.
It is important that you check which version of the software you have before proceeding.
Refer to the following for instructions on how to check your software version:
CAS
Simple Fund
Simple Ledger
You need to be on the following version or later before moving your stand-alone PC or laptop:

Software

Version you need to be

on before moving
stand-alone PC or laptop
Version 2011.0 or later
Version 2011.0 or later
Version 2012.0 or later

If you are on earlier versions, refer to FAQ 13413 and update your BGL software.

Details

Note: If you have both CAS and Simple Fund, ensure that you move CAS first. Make sure that you
open CAS and that it is working before moving and updating Simple Fund.
Once you are on the required version, click on one of the BGL Applications for instructions on how to move
that application to the new stand-alone PC or laptop:
1. CAS
2. Simple Fund
3. Simple Ledger

CAS
Warning: You need to be at least on Version 2011.0 before you can move your software to a new
stand-alone PC or laptop. If you are on earlier versions, refer to FAQ 13413 and update your BGL software
before moving your software.
Moving your BGL Software to a new Windows stand-alone PC or laptop/Client set up will involve the
following:
PART 1 - BGL Software and Database
PART 2 - Migrating Paths

PART 1 - BGL Software and Database

You always need to be logged in as an administrator before following the instructions below:
1. Uninstall Nexus on the OLD stand-alone PC or laptop.
Go to Start | All Programs | Nexus and then click Uninstall Nexus.
2. Copy the CASWIN folder from your OLD stand-alone PC or laptop to the NEW stand-alone PC
or laptop.
Make sure you copy the whole Product folder. If you have multiple BGL applications, copy all these
Product Folders.
Note: Please ensure that you have applied sufficient rights and permissions to program folders
on your NEW stand-alone PC or laptop.
3. Once the CASWIN folder has been successfully copied across, rename the folder on the OLD
server.
4. Delete the file nxserver.ini located in the CASWIN folder on the NEW stand-alone PC or
laptop.
5. Delete ALL nxTrans.cfg files located in the CASWIN folder.
To find the .cfg files, click on search within the folder and type in nxTrans.cfg

PART 1 - BGL Software and Database

6. Run the latest software update for your software to reinstall Nexus on the NEW stand-alone
PC or laptop.
Click here to download the latest update. (Click here for update installation instructions)
7. Ensure the path entered is the location where you have copied the CASWIN folder on the
NEW server when running the update.

Note: If you have not deleted nxserver.ini in Step 3, then running the setup32.exe will not
install nexus on the new stand-alone PC or laptop. The nxserver.ini needs to be deleted before
running the software update to install nexus on the new stand-alone PC or laptop. Ensure the path
entered is the location where you have copied the CASWIN folder on the NEW stand-alone PC or
laptop when running the update.
8. Run the software on the stand-alone PC or laptop first to make sure that it is working before
proceeding to PART 2.

PART 2 - Migrating Paths

PART 2 - Migrating Paths

After following PART 1 above, the file paths now need to be migrated to the NEW stand-alone PC or laptop.
1. Open BGLCONF.exe located in the CASWIN folder.

2. Go to Moving Servers tab.

3. Under Step 2 - Migrate Paths, click Migrate Paths.

4. You will need to enter a password. Contact BGL on 1300 654 401 to obtain the daily password.
5. Once the password is entered and you click OK, the Confirm Server Paths window will show.
Ensure the paths are correct and click OK.

PART 2 - Migrating Paths

6. Step 3 - Confirm Paths will display. It will show the locations of the database folders and files.

Note: Some users may have a path next to Client Data e.g. pointing to \CASWIN\CLIDATA. If you
have, you can leave the path as is.
7. If all the paths are correct, click Accept.

Simple Fund

Note: If the paths are incorrect, you will need to close the configuration tool and locate the
nxserver.ini in the CASWIN folder. Make the necessary changes in the nxserver.ini file and save.
You will then need to restart the configuration tool again for the new paths to show and go back to
Step 2.
8. The following message will display when all paths have been successfully migrated.

9. Click OK and then click Apply and then OK to exit out of the BGL Configuration Tool.

Simple Fund
Warning: You need to be at least on Version 2011.0 before you can move your software to a new
stand-alone PC or laptop. If you are on earlier versions, refer to FAQ 13413 and update your BGL software

PART 1 - BGL Software and Database

before moving your software.

Moving your BGL Software to a new Windows stand-alone PC or laptop/Client set up will involve the
following:
PART 1 - BGL Software and Database
PART 2 - Migrating Paths

PART 1 - BGL Software and Database

You always need to be logged in as an administrator before following the instructions below:
1. Uninstall Nexus on the OLD stand-alone PC or laptop.
Go to Start | All Programs | Nexus and then click Uninstall Nexus.
2. Copy the SFUND folder from your OLD stand-alone PC or laptop to the NEW stand-alone PC
or laptop.
Make sure you copy the whole Product folder. If you have multiple BGL applications, copy all these
Product Folders.
Note: Please ensure that you have applied sufficient rights and permissions to program folders
on your NEW stand-alone PC or laptop.
3. Once the SFUND folder has been successfully copied across, rename the folder on the OLD
server.
4. Delete the file nxserver.ini located in the SFUND folder on the NEW stand-alone PC or laptop.
5. Delete ALL nxTrans.cfg files located in the SFUND folder.
To find the .cfg files, click on search within the folder and type in nxTrans.cfg

6. Run the latest software update for your software to reinstall Nexus on the NEW stand-alone
PC or laptop.
Click here to download the latest update. (Click here for update installation instructions)
7. Ensure the path entered is the location where you have copied the SFUND folder on the NEW
server when running the update.

PART 2 - Migrating Paths

Note: If you have not deleted nxserver.ini in Step 3, then running the sfupd20XXX.exe will not
install nexus on the new stand-alone PC or laptop. The nxserver.ini needs to be deleted before
running the software update to install nexus on the new stand-alone PC or laptop. Ensure the path
entered is the location where you have copied the SFUND folder on the NEW stand-alone PC or
laptop when running the update.
8. RUN Simple Fund on the stand-alone PC or laptop first to make sure that it is working before
proceeding to PART 2.

PART 2 - Migrating Paths

After following PART 1 above, the file paths now need to be migrated to the NEW stand-alone PC or laptop.
1. Open sfconfig.exe located in the SFUND folder.

PART 2 - Migrating Paths

2. Go to Moving Servers tab.

3. Under Step 2 - Migrate Paths, click Migrate Paths.

4. You will need to enter a password. Contact BGL on 1300 654 401 to obtain the daily password.
5. Once the password is entered and you click OK, the Confirm Server Paths window will show.
Ensure the paths are correct and click OK.

6. Step 3 - Confirm Paths will display on-screen. It will show the locations of the database folders and
files.

PART 2 - Migrating Paths

7. If all the paths are correct, click Accept.

PART 2 - Migrating Paths

Note: If the paths are incorrect, you will need to close the configuration tool and locate the
nxserver.ini in the SFUND folder. Make the necessary changes in the nxserver.ini file and save. You
will then need to restart the configuration tool again for the new paths to show and go back to Step
2.
8. The following message will display when all paths have been successfully migrated.

Note: If the above message does not come up, you need to exit out of the Configuration Tool,
log in to Simple Fund (as stated in Part 1 - Step 6). Exit out of Simple Fund and follow Part 2
again.
9. Click OK and then click Apply and then OK to exit out of the BGL Configuration Tool.

Simple Ledger

Simple Ledger
Warning: You need to be at least on Version 2011.0 before you can move your software to a new
server. If you are on earlier versions, refer to FAQ 13413 and update your BGL software before moving your
software.

System software and data (including reinstalling NEXUS)

You always need to be logged in as an administrator before following the instructions below:
(i) Uninstall Nexus on the OLD stand-alone PC or laptop. You can do this by going into Start>All
Programs>Nexus and then click on "Uninstall Nexus".
(ii) Copy the SLEDGER folder from your OLD stand-alone PC or laptop to the NEW stand-alone PC or
laptop. Make sure you copy the whole Product folder.
Once the Product folder has been successfully copied across, rename the one on the OLD stand-alone PC
or laptop.
NOTE: Please ensure that you have applied sufficient rights and permissions to program folders on your
NEW stand-alone PC or laptop.
(iii) Delete the file nxserver.ini located in each Product folder.

(iv) Delete ALL nxTrans.cfg files located in each Product folder. To find the .cfg files, click on search within
each Product folder and type in nxTrans.cfg

(v) Run the latest software update for your software to reinstall nexus on the new stand-alone PC or laptop.
Click here to download the latest Simple Ledger update.
Do not run the Nexus update to reinstall nexus. It is only an update and WILL NOT install Nexus.
If you have not deleted nxserver.ini at step (iii) then running the slupd20100.exe will not install nexus on
the new stand-alone PC or laptop.

(vi) Run the software on the stand-alone PC or laptop to make sure that it is working on the stand-alone PC
or laptop.

See Also

See Also
Ensure Nexus and each product is set as an exception on your firewall. Please refer to KB:How to add
Nexus as an exception to a firewall
Note: If you receive the error message "Your software is not properly installed", please refer to the articles
below:
CAS
Simple Fund
Users should have full control rights to INI files. See FAQ 9648 for Windows Vista and 7.
If you are moving your BGL Software and data from an old server to a new one, refer to FAQ 61 - Move
BGL software to a new file server.

Printed:Monday 18th of August 2014 11:27:47 AM

Copyright 2014 - BGL Corporate Solutions Pty Ltd.