Audience

This article is recommended for users who need to move Crystal Delivery from one machine to another machine without losing the scheduled report configurations.

Example:  You are moving Crystal Delivery from an old server (source) to a new server (destination) or moving from an old computer to a new computer.

Crystal Delivery Pro - Migration Guide

The instructions below will guide you through moving Crystal Delivery Pro from one machine to another.

Part 1 - Reset License in Customer Portal

1. Log into the Customer Portal with your purchase email address

2. Click the Reset License button next to the Serial Number you are using

3. Proceed to Part 2
   
   

Part 2 - Install Crystal Delivery Pro on New Machine

1. Download the latest version of Crystal Delivery Pro on the new machine
   Download Here
   NOTE: If you are not on a Crystal Delivery Yearly Plan, please download the specific version of Crystal Delivery from the Software Archive section at the bottom of the Customer Portal. 
   

2. Install the Crystal Delivery Pro by double-clicking the installer and following the wizard

3. Close the Crystal Delivery Pro application if it is running

4. Stop the Crystal Delivery Service by navigating to Start > Run > Type Services.msc > Press Enter

5. Right- Click Crystal Delivery Service > Click Stop

6. Proceed to Part 3
   
   

Part 3 - Copy Configuration File from Old Machine to New Machine

1. From the Old Machine (source), navigate to the following directory:
   C:\ProgramData\Crystal Delivery\

2. Copy the crystaldb.sdf onto the new machine in the following directory:
   C:\ProgramData\Crystal Delivery\

3. When prompted, select Replace the existing file, which is blank

4. Start the Crystal Delivery Service by navigating to Start > Run > Type Services.msc > Press Enter

5. Right-Click Crystal Delivery Service > Click Start

6. Open Crystal Delivery Pro

7. Proceed to Part 4
   
   

Part 4 - Copy ODBC Data Sources from Old Machine to New Machine

1. Within Crystal Delivery Pro on the old machine, Click Tools > Click ODBC 32-Bit Administrator

2. You will need to copy any configured data sources to the new machine.

3. Within Crystal Delivery Pro on the new machine, Click Tools > Click ODBC 32-Bit Administrator

4. On the new machine, add the data sources from the old machine

5. Proceed to Part 5.
   
   

Part 5 - Fix Broken File Paths and Printers

The report files on the old machine must be moved or otherwise accessible on the new machine.  The file paths will likely be broken if the report files are in a different folder on the new machine.  The same is true for file exports (Export File Tab) and printers (Printers Tab)

Fix Report File (.rpt) File Paths

1. On the new machine, double-click on the first report to open the Report Settings.

2. Click the Source Report button and locate the correct .rpt file > Click OK

3. Repeat for each report
   
   

Fix Export File Paths

1. On the new machine, double-click on the first report to open the Report Settings.

2. Click on the Export File Tab

3. For each export show, click Select Folder button and select the folder where the exported file will be placed (e.g. PDF Files will be exported to that folder)

4. Repeat for each report
   
   

Fix Printers

1. On the new machine, double-click on the first report to open the Report Settings.

2. Click on the Printer Tab

3. Set the Copies field for any printers you wish to print from.

4. Repeat for each report
   
   

Done!

Crystal Delivery Standard - Migration Guide

The instructions below will guide you through moving Crystal Delivery Standard from one machine to another.

Part 1 - Reset License in Customer Portal

1. Log into the Customer Portal with your purchase email address

2. Click the Reset License button next to the Serial Number you are using

3. Proceed to Part 2
   
   

Part 2 - Install Crystal Delivery Standard on New Machine

1. Download the latest version of Crystal Delivery Standard on the new machine
   Download Here
   NOTE: If you are not on a Crystal Delivery Yearly Plan, please download the specific version of Crystal Delivery from the Software Archive section at the bottom of the Customer Portal. 
   

2. Install the Crystal Delivery Standard by double-clicking the installer and following the wizard

3. Close the Crystal Delivery Standard  application if it is running

4. Proceed to Part 3
   
   

Part 3 - Copy Configuration File from Old Machine to New Machine

1. From the Old Machine (source), navigate to the following directory:
   C:\Users\<YOUR USER>\AppData\Roaming\Crystal Delivery

2. Copy the crystaldb.sdf onto the new machine in the following directory:
   C:\Users\<YOUR USER>\AppData\Roaming\Crystal Delivery

3. When prompted, select Replace the existing file, which is blank

4. Open Crystal Delivery Standard  

5. Proceed to Part 4
   
   

Part 4 - Copy ODBC Data Sources from Old Machine to New Machine

1. Within Crystal Delivery Standard  on the old machine, Click Tools > Click ODBC 32-Bit Administrator

2. You will need to copy any configured data sources to the new machine, making sure to match the DSN Data Source Name

3. Within Crystal Delivery Standard  on the new machine, Click Tools > Click ODBC 32-Bit Administrator

4. On the new machine, add the data sources from the old machine

5. Proceed to Part 5.
   
   

Part 5 - Fix Broken File Paths and Printers

The report files on the old machine must be moved or otherwise accessible on the new machine.  The file paths will likely be broken if the report files are in a different folder on the new machine.  The same is true for file exports (Export File Tab) and printers (Printers Tab)

Fix Report File (.rpt) File Paths

1. On the new machine, double-click on the first report to open the Report Settings.

2. Click the Source Report button and locate the correct .rpt file > Click OK

3. Repeat for each report
   
   

Fix Export File Paths

1. On the new machine, double-click on the first report to open the Report Settings.

2. Click on the Export File Tab

3. For each export show, click Select Folder button and select the folder where the exported file will be placed (e.g. PDF Files will be exported to that folder)

4. Repeat for each report
   
   

Fix Printers

1. On the new machine, double-click on the first report to open the Report Settings.

2. Click on the Printer Tab

3. Set the Copies field for any printers you wish to print from.

4. Repeat for each report
   
   

Done!