1. Open MYOB AO. MYOB AO appears.
2. Follow the menu path: Maintenance > Backup > Back Up Now. The Backup up now window appears.
3. Provide a location and name then click Back up. The backup has completed successfully prompt appears.
4. Click OK. You have successfully backed up your Tax and Practice Manager data.
5. Open Windows Explorer and navigate to the AOSQL\Tax\TA\<db_name> folder and copy the ELS folder. You have successfully backed up the ELS folder.
   Note: Where <db_name> is the name of the tax database i.e AOTAX1, AOTAX2 etc.
6. Take these backed up files off the server onto either the new server or a device to copy it over to the new server, such as a USB stick.

For more details on transferring data and installing AO Classic, please refer to KB 33087: How do I migrate Accountants Office Classic to a new standalone or server machine? Ensure you download and install any and all relevant versions before installing MYOB AO.

1. Refer to the my.myob Products Download page to download the latest full release of MYOB AO.
2. Launch the MYOB AO install. The installation starts.
3. Select the first option on the Welcome screen, An existing MYOB AO user? and click Next. The Before you Install window opens.
4. Read the Upgrade Guide, if required, and click Next. The Install MYOB AO window opens.
5. Click the link to install MYOB AO. The MYOB AO Installation Wizard opens at the Welcome window.
6. Select the option to accept the License Agreement, and click Next. The System Check window appears. The installer does a system check to ensure that your system meets the necessary requirements, and if OK, takes you to the Setup type selection.
7. Select Network or Standalone, as applicable. Click Next. The Standard or Custom setup type window appears.
8. Select Standard Install (recommended) or Custom Install and click Next. Use custom to change the location of your MYOBAO folder. You will need to do this if you tick the I do not have any data to convert checkbox on the following screen. If you are not using AO Classic, you will need to create a share will full permissions for Users first. Normally this is called the AONET share. Please speak to your I.T provider for more information. The Database window opens. The installer attempts to detect an existing AO Classic data folder to convert.

9. At this point, you may choose to elect your AO Classic data location. You can, however, tick the I do not have any data to convert checkbox. Do note, if you tick this box, you will need to save and configure the AoSettings.ini as per part 6 of this article. Since your AO Classic data has already been converted and will be restored later, either is an acceptable option.

   If you originally converted to New AO prior to the 2013 compliance release, then you must tick this box.

   
   Either tick the box or ensure the location of Classic data is correct and click Next. The Registration window opens.

10. Select your applicable products then select Register (recommended), and contact MYOB Support on 1300 555 666, and select Option 4 (Licensing) to get your Registration Code.

    If you are installing outside of Support hours, then click Temporary to complete the registration at another time. This will allow ONE user access for only 7 days until you register.
11. Enter a valid Registration Code for the displayed serial number & Number of users and click Register. The message "You have registered the following products successfully" appears.
12. Click Close. The Ready to Install window opens showing a summary of the install details will be displayed, showing the target folder for MYOB AO 2013.0 program files; the source AO Classic database folder to be converted; and the product to be installed.
13. Click Install Now. The required software components are installed. This takes between 30 minutes to 1 hour, but may take longer depending on the machine, and may require the computer to be restarted one or more times. At the end of the installation, a message about Open File warnings will appear, which you can press OK to to finish the installation. 

1. Follow the menu path: START > All Programs > MYOB > Restore a backup. The MYOB AO - Restore window appears.
2. Click Restore from ellipsis button and select your backup file then click Restore. You have successfully restored.
3. Ensure all the paths are correct on the following screen, then click OK. The paths are updated.
4. Copy the ELS folder from the old server into AOSQL\Tax\TA\AOTAX1.

Running the Repair will reconfigure any invalid references relating to the old server.

1. Launch the MYOB AO installation install again. The Welcome window appears.
2. Select the first option, An existing MYOB AO user? and click Next. The Before you install window appears.
3. Read the Upgrade Guide, and click Next. The Install MYOB AO window apears.
4. Click the link to install MYOB AO. The MYOB AO Installation Wizard opens. The wizard detects that MYOB AO is currently installed, and so presents different options:
   Convert an MYOB AO Classic database;
   Repair;
   Uninstall.
5. Select Repair, and click Next. The installer does a system check to ensure that your system meets the necessary requirements, and     if OK, takes you to the next step, Ready to Repair.
6. Ready to repair: click Repair. The installer runs through checking and reinstalling all required software and components. This may take around 1 hour.
7. Click Finish.

1. Within MYOB AO, go to Maintenance > Maintenance Map.
   
2. Under Tax heading, click on Settings > Edit connection details. Update the details in the Database tab, ensuring the new machine name is entered at SQL Server and the Tax Database name is correct. Hit Test to ensure a connection can be made to SQL.

3. Go to the Tax tab and ensure all paths are present and correct as per the table below, then click Save and then Connect to Tax database to ensure integration is working, then press OK. The Tax Settings tab closes.

   Item	Setting
   Ledger Code	This should be set to TAX.
   Tax Program Path	This is the location of the AOSQL\Tax folder and should be correct by default.
   AO Classic Database	This is the location of the AO Classic Data folder for historical data.
   AO Classic Executable	This is the AO Classic program path and is automatically picked up from the registry.
   AO Classic Profile	This should be set to TAX unless you have multiple AO Classic databases.

4. If needed, save the attached AoSettings.ini file to the AOSQL\Tax\TA\<dbname>\INI folder where <dbname> is the name of your tax database i.e AOTAX1. Without this file, you will not be able to roll over Classic AO returns or Lodge in New AO.

5. Open the file in notepad and edit it to ensure it is correct, as per the below table, then Save it.

   Item	Setting
   Subdir	This location should be the same as where you saved the AoSettings.ini file, with the exception that the destination folder is EXPORT rather than INI.
   DataPath	This is the location of the AO Classic Data folder for historical data.
   Flags	This should be set to NNNNNN by default.
   UtilityTimeout	By default this is 60. If you experience frequent timeouts when rolling AO Classic data into new AO, increase this to 120.
   SharedFolder	This should be set to the location of the AO Classic Data folder, ending in TAXMAN\ELSSYNC without quotes.

Apply any further updates required, then proceed to the relevant section below.

Standalone setup:

PLS

Using CloudAUTH lodgment please on board again with your new SoftwareID.

How to complete the onboarding process?

ELS

For Server 2008 R2, Windows 7 and Windows 8 users please install the VPN Client and Configuration files as per the relevant KB article:
32-bit: KB 29948 - How do I install Cisco Systems VPN Client on a 32-bit system?
64-bit: KB 32301 - How do I install Cisco Systems VPN Client on a 64-bit system?

For Server 2012/2012 R2 remote desktop servers there is currently no supported solution but for most clients the Cisco VPN client above works fine. In the cases where it doesn't please lodge from a Windows workstation and refer to the relevant KB for the operating system used/

For Windows 8.1 users please install AnyConnect as per KB 36309 How do I install AnyConnect if I use AO Tax?

For Windows 10 users please install AnyConnect as per KB 37604 Cisco AnyConnect version required for Windows 10

Network setup:

• AO Classic: Re-run the AO Classic workstation install from the new server by running SETUP.EXE in the MYOBAO folder, eg. M:\MYOBAO\SETUP.EXE.
• MYOB AO: Uninstall the existing AO workstation setup from Control Panel > Programs & Features, if it exists, and re-install it from the new server by running SETUP.EXE in the MYOBAO\AOSQL\WorkstationInstall folder, eg. M:\MYOBAO\AOSQL\WorkstationInstall\SETUP.EXE

PLS

Using CloudAUTH lodgment please on board again with your new SoftwareID.
How to complete the onboarding process?

ELS
For Server 2008 R2 terminal servers, Windows 7 and Windows 8 machines please install the VPN Client and Configuration files as per the relevant KB article:
32-bit: KB 29948 - How do I install Cisco Systems VPN Client on a 32-bit system?
64-bit: KB 32301 - How do I install Cisco Systems VPN Client on a 64-bit system?

For Server 2012/2012 R2 remote desktop servers there is currently no supported solution but for most clients the Cisco VPN client above works fine. In the cases where it doesn't please lodge from a Windows workstation and refer to the relevant KB for the operating system used.

For Windows 8.1 users please install AnyConnect as per KB 36309 How do I install AnyConnect if I use AO Tax?
For Windows 10 users please install AnyConnect as per KB 37604 Cisco AnyConnect version required for Windows 10