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Current revision as of 18:07, 9 November 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:

Preparing to move CMS to the new System.
Installing CMS on the new System.
Moving the old Database to the new System.
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

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.
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.

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.
If this file is present please copy and move it into the NewHaven Software folder on your new system.
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

@@ Line 4: / Line 4: @@
 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 our laid out in a broad 4 part process listed below
+The following instructions have 4 major themes to them:
 #	Preparing to move CMS to the new System.
@@ Line 14: / Line 14: @@
 =Moving CMS on to a new server=
-==Prerequisites==
+== 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!
-==MAKE BACKUP IMAGE OF CMS DATABASE FILES==
+==Step 2 - Make a backup image of CMS Database files==
-#Select the Admin menu.
+We need to create a backup of your current live database to transfer to the new server.
-#Select Database Maintenance. Note the settings on the Daily Backup tab so you can restore them, if necessary.
+To create a backup of your database please review the link below:
-#Select "Perform the daily backup..."
-#Select and delete any text in the "Folder in which to create a backup..." field.
-#Click the Browse button, select Desktop in the window that opens, and click OK.
-#Click the "Immediately create a Backup Image..." button. This will create a copy of your database and log files onto the Windows desktop.
-#Click the Close button.
-#Exit CMS if it is still open.
-==STOP AND DISABLE THE ADAPTIVE SERVER ANYWHERE SERVICE==
- a. Click the Windows Start button, then select Settings --> Control Panel --> Administrative Tools --> Services.
- b. Click once to select Adaptive Server Anywhere (usually the top entry in the right column).
- c. Click the STOP link or right-click and select STOP.
- d. Once the service Status no longer displays STARTED, right-click again and selects Properties. Click OK to the warning that pops up.
- e. Change the Startup Type to MANUAL, and click OK.
- f. Close all windows.
-. RETRIEVE ODBC CONFIGURATION SETTINGS
+http://wiki.newhavensoftware.com/index.php/Creating_a_Database_Backup
- 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.
- b. Select the System DSN tab.
- c. Double-click the name that is your CMS database name (usually your company name).
- d. Select the Database tab.
- e. Write down the SERVER NAME (should be NHSDataServer) and the DATABASE NAME. This information will be used in your new CMS Server installation.
- f. Click the CANCEL button until all windows are closed.
-. Disable sharing on the NewHaven Software folder. For information on how to do this please visit http://wiki.newhavensoftware.com/index.php/Folder_sharing_in_Windows
+== 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.
-. On all CMS Workstation computers, disconnect the mapped drive to the NewHaven Software folder on the old CMS Server computer.
+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
-. Install CMS Server on the new computer.
+== Step 4 - Disable sharing on the NewHaven Software folder ==
- a. Start the CMS installer.
+This is to ensure we do not accidentally connect workstations to the old server after the migration is complete.
- b. In the CMS License Manager window, type the [customer number] and [release code] provided to you by NewHaven Software in the appropriate fields, then click OK.
- c. To accept the CMS License Agreement read through the agreement, then click OK.
- d. The Install Notes window is displayed. This window contains important information regarding the version of CMS you are installing. Read the install notes and click OK.
- e. The Welcome window asking you to exit all programs is displayed. If necessary, close any open programs and click the Next button.
- f. The Installation Type window is displayed. Select the Update CMS Installation (Server Only) option and then click the Next button.
- g. When the Full or update Install To SERVER ONLY!! window is displayed, click the Next button.
- h. The Choose Destination Location window is displayed. The recommended Destination Folder is displayed by default. Accepting the default destination folder simplifies the update installation process. This is the location for CMS on your Server. On the Choose Destination Location window, click the Next button.
- i. On the Database name window ENTER IN THE NAME OF THE DATABASE FROM YOUR OLD SERVER, MAKE SURE IT IS SPELLED EXACTLY THE SAME. Select Next.
- j. The Database Tools window is displayed asking if you want to install NHS Explorer. Select or deselect the NHS Explorer checkbox and click the Next button. NOTE: The NHS Explorer tool gives the administrator the option to view and edit database information. It is recommended that the NHS Explorer checkbox be selected for server installations.
- k. The Begin Copying Files window is displayed. To review the information contained in the previous windows, click the Back button. If all the settings are correct, click the Begin button.
- l. You will be presented with a Update Database window. In this window your database(s) will be displayed and checkmarked. Select ok to begin there update. Note: This process can take some time with very little to no indication that anything is going on, do NOT interrupt this process and do let it continue to finish unless a error message pops up.
- m. When the Installation Complete window appears, click the Finish button. 17
- n. When prompted, click OK to restart the computer.
-. Repeat Steps 2a-c to stop the ASA service. DO NOT CHANGE THE STARTUP TYPE.
+For information on how to do this please visit http://wiki.newhavensoftware.com/index.php/Folder_sharing_in_Windows
-. Create a new folder in the NewHaven Software\Data folder. Name it CLEAN.
+== Step 5 - Install CMS Server on the new computer. ==
-. 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.
+To do so please follow the information in the link below.
+http://wiki.newhavensoftware.com/index.php/Server_Update
-. Copy the .db file from the old CMS Server computer into the NewHaven Software\Data\ (Your Database Name) folder on your new CMS Server computer.
+== 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.
-. Recreate the CMS log file with dbsrv8.exe
+To do so please follow the links below:
- a. locate the dbsrv8.exe file in the NewHaven Software > asa8 > win32 directory. Example: C:\NewHaven Software\asa8\win32
- b. Run dbsrv8.exe
- c. Select the Browse button and locate the db file you are creating the log for.
- d. Highlight the DB file and select Open
- e. Where it says "Server Name" type in the database server name default is NHSDataServer
- f. Where it says "Options" type -f (tells the database to recover from a (f)ailure and recreate its log file)
- g. Select Ok
-At this point a screen of commands will appear and then quickly disappear.
-. Forcing dbsrv8.exe to start the log file
+http://wiki.newhavensoftware.com/index.php/How_to_stop_and_start_the_Sybase_service#CMS_8.0_or_later
- a. Run dbserv9.exe
- b. It should retain the settings you last entered, remove the -f from "Options"
- c. Select Ok
- d. After it finishes running through starting the dbeng verify that the log file is now in the database folder.
- e. Next stop the dbeng service by right clicking on the red and yellow SQL sign next to the clock on your taskbar. After right clicking select close.
-. Restart the ASA service. ( At this point if you are using the same version of CMS as was on your old system you should be able to start CMS. If however you are moving to a new version of CMS please continue to follow the instructions below. )
+== 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.
+#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.
-. Run the CMS install file again to update the database
+== Step 8 - Copying over the CMSDBO.ini file and Custom Reports ==
- a. Start the CMS installer.
+We now need to copy over the CMSDBO.ini file to ensure CMS is able to start, as well as any custom reports.
- b. In the CMS License Manager window, type the [customer number] and [release code] provided to you by NewHaven Software in the appropriate fields, then click OK.
- c. To accept the CMS License Agreement read through the agreement, then click OK.
- d. The Install Notes window is displayed. This window contains important information regarding the version of CMS you are installing. Read the install notes and click OK.
- e. The Welcome window asking you to exit all programs is displayed. If necessary, close any open programs and click the Next button.
- f. The Installation Type window is displayed. Select the Update CMS Installation (Server Only) option and then click the Next button.
- g. When the Full or update Install To SERVER ONLY!! window is displayed, click the Next button.
- h. The Choose Destination Location window is displayed. The recommended Destination Folder is displayed by default. Accepting the default destination folder simplifies the update installation process. This is the location for CMS on your Server. On the Choose Destination Location window, click the Next button.
- i. The Database Tools window is displayed asking if you want to install NHS Explorer. Select or deselect the NHS Explorer checkbox and click the Next button. NOTE: The NHS Explorer tool gives the administrator the option to view and edit database information. It is recommended that the NHS Explorer checkbox be selected for server installations.
- j. The Begin Copying Files window is displayed. To review the information contained in the previous windows, click the Back button. If all the settings are correct, click the Begin button.
- k. You will be presented with a Update Database window. In this window your database(s) will be displayed and checkmarked. Select ok to begin there update. Note: This process can take some time with very little to no indication that anything is going on, do NOT interrupt this process and do let it continue to finish unless a error message pops up.
- l. When the Installation Complete window appears, click the Finish button. 17
- m. When prompted, click OK to restart the computer.
-. 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 14a-m
+# 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.
+# If this file is present please copy and move it into the NewHaven Software folder on your new system.
+# Also if you have any custom reports please make sure to move them to the new server as well.
-. 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.
+== 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:
-. 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. For information on how to do this please visit http://wiki.newhavensoftware.com/index.php/Folder_sharing_in_Windows
+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
-. 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.
+== 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

Moving CMS to a New Server