Moving CMS to a New Server

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(→Step 9 - Restart the Sybase service on the new computer (Skip this step if running CMS Solo))
 
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CRITICAL!!! ALL USERS MUST EXIT CMS PRIOR TO INSTALLING CMS SERVER ON ANOTHER COMPUTER!!!
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=Overview=
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This article details the instructions for moving your CMS installation from an old server to a new server including moving your data.
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CRITICAL!!! YOU MUST BE LOGGED IN AS THE COMPUTER ADMINISTRATOR OR A USER THAT IS A MEMBER OF THE ADMINISTRATORS GROUP!!!
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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.
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1. MAKE BACKUP IMAGE OF CMS DATABASE FILES
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The following instructions have 4 major themes to them:
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  a. Select the Admin menu.
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  b. Select Database Maintenance. Note the settings on the Daily Backup tab so you can restore them, if necessary.
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  c. Select "Perform the daily backup..."
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  d. Select and delete any text in the "Folder in which to create a backup..." field.
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  e. Click the Browse button, select Desktop in the window that opens, and click OK.
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  f. Click the "Immediately create a Backup Image..." button. This will create a copy of your database and log files onto the Windows desktop.
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  g. Click the Close button.
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  h. Exit CMS if it is still open.
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2. STOP AND DISABLE THE ADAPTIVE SERVER ANYWHERE SERVICE
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# Preparing to move CMS to the new System.
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  a. Click the Windows Start button, then select Settings --> Control Panel --> Administrative Tools --> Services.
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# Installing CMS on the new System.  
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  b. Click once to select Adaptive Server Anywhere (usually the top entry in the right column).
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# Moving the old Database to the new System.  
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  c. Click the STOP link or right-click and select STOP.
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# Updating the old Database to the new version of CMS
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  d. Once the service Status no longer displays STARTED, right-click again and select Properties. Click OK to the warning that pops up.
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  e. Change the Startup Type to MANUAL, and click OK.
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  f. Close all windows.
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3. RETRIEVE ODBC CONFIGURATION SETTINGS
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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.  
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  a. Click the Windows Start button, then select Settings --> Control Panel --> Administrative Tools --> Data Sources (ODBC). This will open the ODBC Data Source Administrator control panel.
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  b. Select the System DSN tab.
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  c. Double-click the name that is your CMS database name (usually your company name).
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  d. Select the Database tab.
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  e. Write down the SERVER NAME (should be NHSDataServer) and the DATABASE NAME. This information will be used in your new CMS Server installation.
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  f. Click the CANCEL button until all windows are closed.
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4. Disable sharing on the NewHaven Software folder.
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=Moving CMS on to a new server=
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== Step 1 - Prerequisites==
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CRITICAL! ALL USERS MUST EXIT CMS PRIOR TO INSTALLING CMS SERVER ON ANOTHER COMPUTER!
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5. On all CMS Workstation computers, disconnect the mapped drive to the NewHaven Software folder on the old CMS Server computer.
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CRITICAL! YOU MUST BE LOGGED IN AS THE COMPUTER ADMINISTRATOR OR A USER THAT IS A MEMBER OF THE ADMINISTRATORS GROUP!
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6. Install CMS Server on the new computer. Refer to the CMS Installation Manual. What is important is to enter the SERVER and DATABASE names that you wrote down from the old computer. Reboot the computer and verify that you can login to the new CMS Server installation. Exit CMS.
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==Step 2 - Make a backup image of CMS Database files==
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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:
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7. Repeat Steps 2a-c to stop the ASA service. DO NOT CHANGE THE STARTUP TYPE.
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http://wiki.newhavensoftware.com/index.php/Creating_a_Database_Backup
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8. Create a new folder in the NewHaven Software\Data folder. Name it CLEAN.
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== Step 3 - Stop and Disable the Sybase service on your old system (Skip this step if running CMS Solo) ==
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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.  
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9. There should be two files in the NewHaven Software\Data\yourdatabasename 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.
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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
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10. Copy the .db and .log files from the old CMS Server computer into the NewHaven Software\Data\yourdatabasename folder on  your new CMS Server computer.
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== 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.  
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11. Restart the ASA service.
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For information on how to do this please visit http://wiki.newhavensoftware.com/index.php/Folder_sharing_in_Windows
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12. 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.
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== Step 5 - Install CMS Server on the new computer. ==
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13. Check your CMS backup settings in Admin/Database Maintenance to ensure the path that it is using to backup its files is still valid on this server.
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To do so please follow the information in the link below.  
 +
http://wiki.newhavensoftware.com/index.php/Server_Update
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14. Once you confirm CMS is working on the new installation, you can share out the NewHaven Software folder so that the CMS Workstation computers can remap the drive to the new installation.
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== 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.  
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15. Uninstall CMS Server from the old computer to ensure the potentially conflicting ASA service is removed and that everyone is running CMS from the same directory on the new CMS Server computer.
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To do so please follow the links below:
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<end>
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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 ==
 +
#Create a new folder in the NewHaven Software\Data folder. Name it CLEAN.
 +
#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.
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#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 ==
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We now need to copy over the CMSDBO.ini file to ensure CMS is able to start, as well as any custom reports.
 +
 
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# 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. 
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# If this file is present please copy and move it into the NewHaven Software folder on your new system.
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# Also if you have any custom reports please make sure to move them to the new server as well.
 +
 
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== Step 9 -  Restart the Sybase service on the new computer (Skip this step if running CMS Solo) ==
 +
You will now need to start 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
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 +
== Step 10 - Log into CMS ==
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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 (Skip this step if running CMS Solo) ==
 +
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

Current revision as of 18:07, 9 November 2020

Contents

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 start 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 (Skip this step if running CMS Solo)

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

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