The 5-Step Checklist for Moving Access to RDP without Losing Data

Keep Your Database Exactly As It Is, But Access It From Anywhere

Moving your Access database to Remote Desktop (RDP) hosting enables remote access without changing your database structure or workflows. This step-by-step checklist ensures zero downtime and no data loss during migration. Follow these five critical steps to safely move your Access database to RDP hosting.

Step 1: Pre-Migration Assessment and Backup

1.1 Create Full Database Backup

Backup Current Database

Create a complete backup of your Access database file (.accdb or .mdb) before starting migration.

Verify Backup Integrity

Open the backup file to ensure it's not corrupted and all data is accessible.

Store Backup Securely

Keep the backup in a safe location (cloud storage or separate drive) until migration is complete and verified.

Document Current Setup

Note all linked tables, external data sources, and connection strings for reference.

1.2 Assess Database Dependencies

Identify Linked Tables

List all linked tables and their connection strings.

Check External Data Sources

Document any Excel files, text files, or other databases that Access connects to.

Review VBA References

Check VBA code for references to file paths, network drives, or local resources that may need updating.

List User Accounts

Document all users who need access and their permission levels.

1.3 Test Database Functionality

Run All Forms

Test every form to ensure they work correctly.

Generate All Reports

Run all reports to verify they display data correctly.

Test VBA Macros

Execute all VBA procedures to ensure they function properly.

Document Any Issues

Note any existing problems that should be fixed before or during migration.

Step 2: Set Up RDP Server and Infrastructure

2.1 Provision Cloud Server

Choose Cloud Provider

Select Azure, AWS, or Remote Windows PC based on your needs and budget.

Configure Server Size

Choose appropriate server resources (CPU, RAM, storage) based on user count and database size.

Install Windows Server

Install Windows Server 2019 or 2022 on the cloud virtual machine.

Configure Network

Set up networking, firewall rules, and security groups for RDP access.

2.2 Install Required Software

Install Microsoft Access

Install full Access or Access Runtime on the RDP server.

Install Office Components

Install any required Office components (Excel, Outlook) if your database integrates with them.

Install Database Drivers

Install ODBC drivers for any external databases your Access application connects to.

Configure Windows Updates

Set up automatic Windows updates to keep the server secure.

2.3 Configure Remote Desktop Services

Enable Remote Desktop

Enable Remote Desktop in Windows Server settings.

Configure RDP Port

Ensure port 3389 (or custom port) is open in firewall.

Set User Permissions

Add users to Remote Desktop Users group.

Configure Session Settings

Set session timeout, disconnect policies, and resource limits.

Step 3: Migrate Database to RDP Server

3.1 Copy Database Files

Upload Database File

Copy your Access database file to the RDP server (use RDP file transfer, network share, or cloud storage).

Verify File Integrity

Check file size and date to ensure complete transfer.

Set File Permissions

Ensure all users have appropriate read/write permissions to the database file location.

Test Database Opening

Open the database on the RDP server to verify it works correctly.

3.2 Update Connection Strings and Paths

Update Linked Table Paths

If database uses linked tables, update connection strings to point to new locations on RDP server.

Fix File Path References

Update any hardcoded file paths in VBA code to work on RDP server.

Configure Network Drives

Map network drives if database accesses files on network shares.

Test All Connections

Verify all linked tables and external connections work correctly.

3.3 Optimize for Multi-User Access

Split Database (If Needed)

If not already split, separate frontend and backend for better multi-user performance.

Set Record Locking

Configure appropriate record locking (pessimistic or optimistic) in forms.

Optimize Queries

Review and optimize slow queries for better performance.

Compact Database

Compact and repair database to remove bloat and optimize performance.

Step 4: Configure User Access and Test

4.1 Create User Accounts

Create Windows Users

Create Windows user accounts on RDP server for each database user.

Set RDP Permissions

Add users to Remote Desktop Users group.

Configure Database Permissions

Set appropriate file permissions for database access.

Test User Logins

Verify each user can log in via RDP successfully.

4.2 Distribute RDP Client Configuration

Provide Connection Details

Give users RDP server address, username, and connection instructions.

Install RDP Clients

Ensure users have RDP client software installed (built into Windows, available for Mac/iOS/Android).

Create RDP Connection Files

Create .rdp files with pre-configured settings for easy connection.

Provide Training

Train users on how to connect via RDP and access the database.

4.3 Comprehensive Testing

Test from Multiple Locations

Test RDP connections from different networks (office, home, mobile hotspot).

Test Concurrent Users

Have multiple users connect simultaneously and use the database.

Test All Functionality

Run through all forms, reports, and VBA procedures to ensure everything works.

Performance Testing

Measure response times and verify performance meets expectations.

Backup Testing

Test backup and restore procedures to ensure data protection works.

Step 5: Go-Live and Monitor

5.1 Final Verification Before Go-Live

Verify All Users Can Connect

Confirm all users can successfully connect via RDP.

Test Critical Workflows

Run through your most critical business processes to ensure they work correctly.

Verify Backups

Confirm automated backups are working and test restore procedure.

Document Final Configuration

Document server settings, connection details, and any custom configurations.

5.2 Phased Rollout (Recommended)

Start with Test Group

Have a small group of users (2-3) use RDP for a few days to identify any issues.

Monitor Performance

Track performance metrics, user feedback, and any errors.

Fix Any Issues

Address any problems discovered during test phase.

Full Rollout

Once stable, migrate all users to RDP access.

5.3 Post-Migration Monitoring

Monitor Performance

Track server performance, database response times, and user satisfaction.

Check Error Logs

Regularly review Windows Event Logs and Access error logs for issues.

User Feedback

Collect feedback from users about their experience and address concerns.

Regular Backups

Verify automated backups are running successfully and test restore procedures monthly.

Security Updates

Keep Windows Server and Access updated with latest security patches.

Common Pitfalls to Avoid

Skipping Backup

Always create a full backup before migration—never skip this step.

Insufficient Testing

Test thoroughly before go-live. Don't rush the testing phase.

Ignoring File Paths

Update all hardcoded file paths in VBA code—they won't work on RDP server.

Poor Network Configuration

Ensure firewall rules and network settings are correct for RDP access.

Inadequate User Training

Train users on RDP connection—they need to know how to connect and use the system.

Additional Resources

For professional assistance with RDP migration, visit our <Link href="/access-database-cloud">Access Database Cloud Hosting</Link> page. We handle the entire migration process, ensuring zero downtime and no data loss. Our expert team manages server setup, database migration, user configuration, and ongoing support.

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