Since early 2013 TaxCalc has employed two different database structures, one for Standalone users (SQLite) and one aimed at Network users (Postgres).
For anyone looking to share data across multiple machines who are currently using the Standalone version, a migration will be required by our technical team.
Booking a Migration (and costing)
The migration process may be charged for, depending on how many databases will need to be converted. Therefore, a discussion will need to take place with your account manager to confirm your requirements and advise on any further costs. Please either email firstname.lastname@example.org or call on 0345 5190 883.
Migrations need to be pre-booked in order to schedule in a suitable time for both parties. It is therefore advisable to discuss this beforehand to avoid disappointment. TaxCalc will be unavailable for the duration of the migration. Normally this process will take an hour or so. Please allow for this downtime when arranging the migration (this may vary as if there are any issues/errors during installation/migration).
There is no extra charge for the network version itself, however the application does work on a concurrent user basis which will be dependent upon the products purchased on your account. Practice Manager provides unlimited access with each module providing its own concurrent user limit. If you require more concurrent users than you have, there is a charge per additional user that is required per module. Again, if you would like any further information on this, please contact your account manager on the details above.
The Migration Process
As the two versions of TaxCalc use different database systems, there is a process required to migrate from SQLite to Postgres. A member of the technical team will need to complete this process for you. The process is broadly as follows:
Note at this stage you will be responsible for checking that the migration process has been complete and all data appears as you would expect.
Now that the migration is complete, the technician will advise on how to backup your database, create additional users and manage TaxCalc on a multi-user platform.
After the migration is complete, it is worth noting the below:
For multiple databases we would first gather and test the merge using a copy of the databases. Once the merge has been completed successfully we would then need to schedule a Live merge data which will greatly reduce any downtime. We would recommend reading our article for Merging of Multiple Databases - How it Works.