Migrate from Headquarters to Central Manager

This topic identifies one method for migrating stores from RMS Headquarters to RMH Central Manager. Contact your partner for more information.

Migration from Microsoft Dynamics' Retail Management System Headquarters (RMS HQ) to Retail Management Hero Store Manager and POS is only possible if the store's version of RMS HQ is 2.0.2000 (Cumulative Update 5) or newer.

Prepare for migration to Central Manager

• Settle all credit or debit card (ECD) transactions.

• Run Z reports for every register to close out the registers.

• Complete all received purchase orders.

• Synchronize RMS HQ and all store databases using Worksheet 401.

• Stop all RMS HQ services (the server and all clients). The services are called HQ Server and HQ Client.

• Back up the RMS HQ database.

• Install Store Manager and POS.

• Install Central Manager, Central Server, and Central Clients.

• Activate the Store Manager and Central Manager licenses.

Connect to the RMS HQ database

1. Start Central Administrator. The shortcut should be available on your desktop.

2. Click Configuration.

3. In the Database field, type the name of the RMS HQ database.

4. Click Test Database Connection.

5. Click OK.

6. Click Save And Close.

7. Click Connect.

8. Enter the User Name and Password for the RMS HQ database and click Connect.

9. Click Force Install Tables to update the database schema to work with RMH.

10. Click Yes.

Configure Central Server

Refer to Install and configure Flash Central Server for more information.

Prepare the RMS HQ database and confirm that passwords were deleted

1. In Central Server Assistant, click RMHC Database.

2. Click Prepare Database.

This modifies the database schema so it is compatible with Central Manager. After you click Prepare Database, the database will no longer be backwards compatible to RMS HQ. This function will preserve usernames in the RMS HQ database but will delete passwords.

1. In Central Administrator, click Query.

2. Click New Query.

3. On the SQL tab enter: SELECT \* FROM HQUsers

4. Click Run.

If passwords are still showing in the password column, or the passwords appear encrypted:

1. Click New Query.

2. On the SQL tab enter: UPDATE HQUser SET Password=’’ where the ’’ is two single apostrophes.

3. Click Run.

Configure store groups in Central Manager

1. In Central Manager, click Setup.

2. Expand Store.

3. Click Store Groups.

4. Click New.

5. In the Code field, type a unique code for the store group, e.g., SG1.

6. In the Description field, type a description of the store group.

7. Select one of the following:

• All Stores

• Available Stores

1. Click Save And Close.

Assign records to store groups in Central Manager

1. In Central Manager, click Wizards.

2. Click Store Group Wizard.

3. Select the store group(s).

4. Click Next.

5. Select the entity (Item, Item Tax, Tax, Supplier) containing the records that you want to assign to the store group.

Select Include dependencies if you want to assign the records for all entities at once, instead of running the wizard four times to assign the records one entity at a time.

1. Click Next.

2. The option you selected determines the next steps:

• Item: Select the departments, categories, or suppliers, or use the Item Filter to select specific records to assign to the store groups.

• Item Tax, Tax, or Supplier: Use the Item Filter to select specific records to assign to the store groups.

1. Click Next.

2. Click Finish.

Starting with release 3.11.14, the Store Group Wizard will continue to create records for items in the GlobalCatalog table of the Central Manager database, but it will no longer create any jobs to synchronize items to stores. You should use Worksheet 261: Download Items to synchronize items (and their properties) to stores instead of the Store Group Wizard.

Migrate stores to Store Manager and POS

Migrate each store from Retail Management System Store Operations (RMS SO) to Retail Management Hero Store Manager and POS. Refer to Migrate from Store Operations to Store Manager for more information.

Configure Store Manager to operate with Central Manager

For each store:

1. In Store Manager, click File | Configuration.

2. Go to the Multi-Store tab.

3. Verify the Store ID.

4. Click Test to verify and test the Central Server Assistant URL and port.

5. Click Save And Close.

Configure the Central Clients

Refer to Install and configure Flash Central Client for more information.