Contact

Help Center - Move to a new computer

Move to a new computer

Follow these steps to safely move your Smart Report Organizer installation to a new computer or server without losing your data.

Step 1: Before You Start

Your reports may depend on specific settings and components of your existing computer or server, such as ODBC drivers, database connections, access permissions, network resources, or SMTP server permissions.

These settings are not automatically transferred with SRO. You do not need to identify all of them in advance, but you should be prepared to compare your old and new environments and reproduce any missing settings if problems occur.

Important: Keep your existing working environment available until all reports and required functions have been successfully tested on the new computer or server.

Step 2: Migrate and Verify Smart Report Organizer

  • Check Requirements: Requirements
  • Check your SRO version: If you are also upgrading from SRO2018, SRO2023, or SRO2025 to SRO2026, please follow the additional instructions here: Upgrade from Older SRO Versions.
    If you are updating an existing SRO2026 installation, see: Update to the Latest Version.
  • Backup Database: Backup Database (Important: Always create a backup before starting the migration to prevent data loss.)
  • Download: Downloads
  • Install: Install
  • Activate SRO with your existing license, which you can find in your account: My Account
    Note: Upgrading from an older SRO version to SRO2026 may require a new license.
  • Copy both database files from the old computer to the new computer:
    • [Your-Current-Installation-Folder]\Db.mdf
    • [Your-Current-Installation-Folder]\Db.ldf
    Note: If you are also upgrading from an older SRO version, check the installation folder differences described in the upgrade instructions.
  • Run SRO on the new computer or server.
  • Test each report individually. Make sure every report can be opened, refreshed, and executed successfully on the new computer or server. See: Check Reports with Crystal Reports
  • If a report fails: Compare the configuration with your old computer or server and check for missing dependencies, drivers, database connections, or permissions. Reproduce the necessary settings and test the report again.
  • Verify that all required SRO functions work correctly, including scheduled jobs, email delivery, and access to network resources.
  • Once all reports and required functions work as expected, uninstall SRO on the old computer or server.
    During migration, your existing license may be used on both computers for a temporary transition period of up to 4 weeks. After that, SRO must only be used on the new computer or server.