Moving SI 5 Server Components to another Machine

This document shows the step by step procedure for moving your SI 5 Server Components data to another machine. Clients will often setup SI 5 and use a desktop workstation as the Server machine until they invest in and implement a dedicated server for their company. If for any reason, you wish to change which machine in your network houses the SI 5 Server Components then following these steps will help ensure a smooth transition.

Please Note: the paths given in this document are the default paths installed by SI5. The actual paths on your machine may vary.

Actions – Current Server Machine

First you will need to copy the files needed from the old server machine to the new server machine. Or you can place these files in shared folders on the old server that is accessible from the new server.

1.) Make copies of the following files/folders. We recommend creating three separate folders called “Projects” “Products” and “Databases” and place these files/folders accordingly.

Projects:

C:\DTools\SI5\Server\Projects (copy just the project folders DO NOT Copy clientconfiguration.xml or DToolsCache.xml)

Products:

C:\DTools\SI5\Server\Products

Databases:

  • C:\Program Files\Microsoft SQL Server\*MSSQL.1\MSSQL\Data\DToolsProducts50.mdf
  • C:\Program Files\Microsoft SQL Server\*MSSQL.1\MSSQL\Data\DToolsProducts50_log.LDF
  • C:\Program Files\Microsoft SQL Server\*MSSQL.1\MSSQL\Data\DToolsProjects50.mdf
  • C:\Program Files\Microsoft SQL Server\*MSSQL.1\MSSQL\Data\DToolsProjects50_log.LDF
  • C:\Program Files\Microsoft SQL Server\*MSSQL.1\MSSQL\Data\DToolsUsers50.mdf
  • C:\Program Files\Microsoft SQL Server\*MSSQL.1\MSSQL\Data\DToolsUsers50_log.LDF

*MSSQL.1 – the number may vary depending on how many instances of SQL you have installed on your machine.

2.) Uninstall the server components from the old server using the install utility

(Start > All Programs > DTools > Install Utility)

Click “Uninstall” in the Server Components section. Click [Yes] when prompted:

Actions – New Server Machine

1.) Install the SI5 Server Components and update to 5.2 (Start > Program Files >DTools > Check for server updates)

2.) Open the services administrative tool and stop the service called “DTools LANSync V5 Server” (Start > Run > services.msc) Right click the service, left click stop.

3.) Now you will need to copy the files from the three folders created earlier to their appropriate places on the new server. Overwrite files if Prompted

  • C:\DTools\SI5\Server\Projects
  • C:\DTools\SI5\Server\Products
  • C:\Program Files\Microsoft SQL Server\*MSSQL.1\MSSQL\Data\DToolsProducts50.mdf
  • C:\Program Files\Microsoft SQL Server\*MSSQL.1\MSSQL\Data\DToolsProducts50_log.LDF
  • C:\Program Files\Microsoft SQL Server\*MSSQL.1\MSSQL\Data\DToolsProjects50.mdf
  • C:\Program Files\Microsoft SQL Server\*MSSQL.1\MSSQL\Data\DToolsProjects50_log.LDF
  • C:\Program Files\Microsoft SQL Server\*MSSQL.1\MSSQL\Data\DToolsUsers50.mdf
  • C:\Program Files\Microsoft SQL Server\*MSSQL.1\MSSQL\Data\DToolsUsers50_log.LDF

*MSSQL.1 – the number may vary depending on how many instances of SQL you have installed on your machine.

The complicated stuff – detaching and attaching databases

1.) Now the databases will have to be detached and reattached.

We recommend using Microsoft SQL Server Management Studio Express to accomplish this. This is free and can be downloaded from http://www.microsoft.com/downloads/details.aspx?FamilyId=C243A5AE-4BD1-4E3D-94B8-5A0F62BF7796&displaylang=en

Install this handy tool and keep it around.

Detaching

  1. Open Microsoft SQL Server Management Studio Express
  2. Click Connect
  3. Click on “Databases” in the Object Explorer section

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4.) Select the DToolsProducts50 database in the Summary section, right-click and select Tasks-> Detach…

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4a.) The Detach Database form will open. Click [OK].

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5.) The database is removed from the list:

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6) Repeat steps 4 and 5 for the other two databases: DToolsProjects50 and DToolsUsers50.

Attaching

1.) In the Microsoft SQL Server Management Studio Express interface, right-click on “Databases” in the Object Explorer section and select Attach… The Attach Databases form will open.

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2.) Click the [Add…] button on the Attach Databases form. The Locate Database Files from will open.

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3.) If necessary, expand the tree to the path C:\Program Files\Microsoft SQL Server\*MSSQL.1\MSSQL\Data and select the D-ToolsProducts50.mdf file and then click [OK]:

*MSSQL.1 – the number may vary depending on how many instances of SQL you have installed on your machine.

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4) Click [OK] on the Attach Databases form:

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5.) Repeat steps 4-7 of this section. For step 6, you will choose the other two databases: DToolsProducts50.mdf and DToolsUsers50.mdf.

Fixing the login for the databases

1.) Right-click one of the databases you just reloaded and select “New Query”

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2.) Type the following line of code verbatim, select all the text and click [Execute]:

sp_change_users_login ‘AUTO_FIX’,’DToolsData’

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3.) You will see the following confirmation that one orphaned user was fixed.

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4.) Repeat for the remaining databases. When you close the SQL Management Studio you will be prompted to save your queries, select [NO].

Services

  1. Once you have the login fixed for all three databases.
  2. Open Services Start > Run > Services.msc
  3. STOP “DTools LANSync V5 Server” Service
  4. Go to the Project shared folder Default: C:\Dtools\Si5\Projects
  5. Delete DToolsCache.xml
  6. Go back to services START “DTools LANSync V5 Server”

This will regenerate the array of solutions for your projects.

Logging in from Desktop Machines

When logging into SI 5 from a Desktop Machine, make sure you choose the name of the new Server Machine from the Server drop down menu:

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—————————–   End of SI5.2 process   ————————–

SI5.5 Backup process

The above process has been streamlined in SI5.5 and it is now a few button clicks to backup and restore your data on a new server.

Here is a sneak peek of how this process will be handled in SI5.5 in the Administrative Console using the Backup Server and Restore Server functions

Manage ->Database

Clicking Manage -> Database will provide the following interface for backing up and restoring your Server data:

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You should make a habit of creating daily or weekly backups of your Server data. Be sure to backup this data to a different physical device. If you are using a dedicated server, it may include software that will automatically backup SQL data. This Backup and Restore function primarily for use if you want change the machine where the SI 5 Server is installed.

When you click [Backup Server], you will be prompted to verify that you have checked in all projects and that all user are logged out of SI 5:

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Once you confirm, you will need to browse to a folder where you want to save your SI5.5 Server Backup Archive file to. You will not need to change the path of the “Server Project Folder” unless you changed the defaults during install. Click [Backup Server] when ready:

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Use the [Restore Server] button to restore a backup of your data. Once again, you will be prompted to confirm that all projects are checked in and that all users are logged out of SI 5:

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Once you confirm, you will then browse to where your backup file stored. The path for where your SQL data is stored will be filled in for you. Her you will make a choice between deleting or overwriting the existing files, deleting is recommended. When ready click [Restore Server]:

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