From NewHaven Software Wiki

Revision as of 16:38, 7 July 2020

Overview

This article details the instructions for moving your CMS installation from an old server to a new server including moving your data.

This process is a large undertaking that will require CMS to be down during the move. As a result please inform NewHaven Support of the day you plan to do the server migration. This is so we may either set up a appointment with you to guide you through the process, or at least ensure we have staff available to you in case you find you require assistance.

The following instructions have 4 major themes to them:

1. Preparing to move CMS to the new System.
2. Installing CMS on the new System.
3. Moving the old Database to the new System.
4. Updating the old Database to the new version of CMS

The above list is to help outline what exactly the following instructions are attempting to accomplish and to give you an overview of the process you are about to undertake.

Moving CMS on to a new server

Step 1 - Prerequisites

CRITICAL! ALL USERS MUST EXIT CMS PRIOR TO INSTALLING CMS SERVER ON ANOTHER COMPUTER!

CRITICAL! YOU MUST BE LOGGED IN AS THE COMPUTER ADMINISTRATOR OR A USER THAT IS A MEMBER OF THE ADMINISTRATORS GROUP!

Step 2 - Make a backup image of CMS Database files

We need to create a backup of your current live database to transfer to the new server. To create a backup of your database please review the link below:

http://wiki.newhavensoftware.com/index.php/Creating_a_Database_Backup

Step 3 - Stop and Disable the Sybase service on your old system (Skip this step if running CMS Solo)

Next we will need to disable the Sybase service on your old system. This step is done to ensure there is no conflict with the database services when we do the install on the new system.

http://wiki.newhavensoftware.com/index.php/How_to_stop_and_start_the_Sybase_service#How_to_Stop_the_Sybase_service_if_running_CMS_8.0_or_later

Step 4 - Disable sharing on the NewHaven Software folder

This is to ensure we do not accidentally connect workstations to the old server after the migration is complete.

For information on how to do this please visit http://wiki.newhavensoftware.com/index.php/Folder_sharing_in_Windows

Step 5 - Install CMS Server on the new computer.

To do so please follow the information in the link below. http://wiki.newhavensoftware.com/index.php/Server_Update

Step 6 - Stopping the Sybase service on the new computer (Skip this step if running CMS Solo)

We need to stop the Sybase service now to transfer in the copy of the database from the old server.

To do so please follow the links below:

http://wiki.newhavensoftware.com/index.php/How_to_stop_and_start_the_Sybase_service#CMS_8.0_or_later

Step 7 - Copying over your Database and log file to the new system

1. Create a new folder in the NewHaven Software\Data folder. Name it CLEAN.
2. There should be two files in the NewHaven Software\Data\ ( Your Database Name) folder; one with a .db extension and one with a .log extension. Move both of these files into the NewHaven Software\Data\Clean folder you just created.
3. Copy the .db and .log file from the old CMS Server computer into the NewHaven Software\Data\ (Your Database Name) folder on your new CMS Server computer.

Step 8 - Copying over the CMSDBO.ini file and Custom Reports

We now need to copy over the CMSDBO.ini file to ensure CMS is able to start, as well as any custom reports.

1. Check the NewHaven Software folder on the old server, see if there is a file present called CMSDBO.ini, if it is not there skip the next step.
2. If this file is present please copy and move it into the NewHaven Software folder on your new system.
3. Also if you have any custom reports please make sure to move them to the new server as well.

Step 9 - Restart the Sybase service on the new computer (Skip this step if running CMS Solo)

You will now need to stop the Sybase service on the new computer. To do so please follow the links below:

http://wiki.newhavensoftware.com/index.php/How_to_stop_and_start_the_Sybase_service#How_to_Start_the_Sybase_service_if_running_CMS_8.0_or_later

Step 10 - Log into CMS

Log into CMS and confirm it is working. If you get a database mismatch error message, you will need to rerun the setup and reboot the computer in order to sync up the CMS application and database. To do so please follow the instructions in http://wiki.newhavensoftware.com/index.php/Server_Update

Step 11 - Check your backup

Check your CMS backup settings in to ensure the path that it is using to backup its files is still valid on this server. To access this please follow the information in the link below:

http://wiki.newhavensoftware.com/index.php/Creating_a_Database_Backup

Step 12 - Sharing the NewHaven Software folder

Once you confirm CMS is working on the new installation, you can share out the NewHaven Software folder so your workstations are able to connect to it. For information on how to do this please visit http://wiki.newhavensoftware.com/index.php/Folder_sharing_in_Windows

Step 13 - Connecting Workstations to CMS

If the server is on the same network as your old server. All you need to do is remap the NewHaven Software shared drive on the workstations to the new server. For information on how to do that please review the video below: http://youtu.be/dBbd94k7b0A

If these workstations are on a NEW network along with the server, or you are also installing new workstations, please follow the link below: http://wiki.newhavensoftware.com/index.php/Workstation_Install

NOTE: Workstations must be on the same subnet as the server for CMS to be able to detect and connect to its database server. If this is not reasonable to do, please contact us for additional configuration options.

Step 14 - Removing CMS from the old system

Uninstall CMS Server from the old computer to ensure the potentially conflicting Sybase service is removed and that everyone is running CMS from the same directory on the new CMS Server computer.

Step 15 - Updating CMS to the latest version

At this point if you need to update CMS to the latest version, please follow the information in the link below: http://wiki.newhavensoftware.com/index.php/Server_Update