OGsql Server Migration

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1 Archive the data in the Output Manager: Setup from the Old Server 1. On the old server go to the output manager (F4) and highlight all print jobs and click the Archive button. This will compress your print jobs and transfer them to your system folder (ARCHDET.CTL) Backups: 1. With everyone out of the OGsql database, log into the SQL Server using the Microsoft Management Studio. 2. Click on the + sign to Databases to open the list of databases.

2 3. Right-click on your database name and choose Tasks. 4. Choose Backup. 5. Verify the backup location and name. If you don t want to use the default path, click REMOVE and then ADD the new path for the backup. The backup file must have the.bak extension. 6. Click OK. You ll get a message when done. Preparing OGsql on the Old Server Navigate to the OGsql folder on the old server. Copy this folder and all its contents over to the new server.

3 Setup on the New Server SQL Server Setup via Management Studio The SQL version on the new server must be at least as recent as the original server, and not less than SQL2008R2. A database created in a particular version of SQL cannot be mounted on older versions. Please note that it is not recommended adding the OGsql database to a BKUPEXEC or SBSMONITORING instance of SQL Server. If there is not an additional instance, you can install a new instance from your SQL Server software or if you have an Express edition, you can download the installer from Microsoft s website. Make sure that when you install SQL Server that it is set the Mixed Authentication. If it is already installed, to check that it is set to mixed authentication. In SQL Server Management Studio, right click on the SQL Server\instance at the top: Within properties select the Security page and see if SQL Server and Windows Authentication mode is selected, if not select this option and then click OK. This will require a restart of the SQL Server services. Please make sure you have SQL System Admin (sa) credentials on hand, as you will need admin rights to create and restore databases.

4 To restart the SQL Server services, you can right click the SQL Server\instance name and choose Restart. SQL Server setup via Configuration Manager Open SQL Server Configuration Manager. Check under the SQL Server Services that the SQL Server (Instance Name) and the SQL Server Browser are running (i.e. my SQL Server Instance name is SQLEXPRESS for this example): Under the SQL Server Network Configuration, select Protocols for your instance (example instance is SQLEXPRESS. Ensure that the Shared Memory, TCP/IP are enabled. It also doesn t hurt to have Named Pipes Enabled. Note that if any of these options need to be enabled, the SQL Server Services will need to be restarted after the Protocol is Enabled.

5 Next, check the SQL Native Client Configuration by selecting Client Protocols. Ensure that Shared Memory, TCP/IP and Named Pipes are Enabled. If any are not, Enable them and then restart the SQL Server Services. Setup Databases on the SQL Server Log back into SQL Server Management Studio (ensure that the services have been restarted if any changes were made in the steps above) and begin restoring the databases that were copied from the old server (the.bak files). For the examples below I will be using the database named System1 to restore. Restoring an SQL Database 1. With everyone out of the OGsql database, log into the SQL Server using the Microsoft Management Studio. 2. Click on the + sign to Databases to open the list of databases. 3. Right-click on your database name and choose Tasks. 4. Choose Restore - Database.

6 5. Identify the Database to be restored by pulling down on the arrow under Destination for restore To database. Click on From Device under Source for Restore. Click on the scan [ ] button. 6. Click on the Add button and

7 7. Locate and double-click on the.bak file to restore. Click OK twice to get back to the Restore Database screen. 8. Check the box to identify the database to restore. Then click on Options to select the options page. 9. Make sure the path and file name in the Restore As section are correct for the database you are restoring to. To double-check this, right-click on the database you are restoring to, select Properties, click on the Files page. The Path and File name should match those in the Restore As box if they don t match, you can manually enter the path/file name in the Restore As section to match the path and name listed in the Properties window.

8 Example from right-clicking the database being restored and selecting Properties > Files: 10. Check the box to Overwrite existing database and click OK. The restore will begin immediately. A message indicates the completion.

9 Once all the databases are attached, for each OGsql database listed under Databases, expand the database folder, then expand the Security folder and the Users folder. Right-click on the OGsql user and select Delete. Create the OGsql user account in SQL Server Management Studio Next, setup the OGsql user. Expand the SQL Server Security folder. Right-click on Logins and create the OGsql user.

10 On the General Page of the Login-New window, enter the Login name OGsql. Select SQL Server Authentication Enter the password and confirm. The password we use is 0Gsys1 (the first character is Zero and the G is capitalized) Uncheck Enforce password policy Next select the User Mapping page. Place a check next to the OGsql database (ex System1) Under Database role membership for: System1, put a check next to db_owner Do this again for the next OGsql database (ex System1_Temp) Once all the OGsql databases have db_owner selected, click OK

11 OGsql Setup on the New Server Copy the entire OGsql folder from the old server to the new server. We recommend saving it to a drive other than the C drive where the OS is installed. The OGsql folder will need to be shared to all users who will be accessing the program. They will need to be granted Read/Write permission. Navigate to the OGSQL\OGSQLInst folder on the new server. Run the setup.exe and install the applications. When the OGsql Installer InstallShield Wizard window opens to the screen below, select Workstation (this will allow the OGsql application to run on the server as it would a workstation) If the server is a 64 bit machine, run the sqlncli_64bit.msi taking the defaults, otherwise skip this step. The installer is located in the OGSQL\OGSQLInst folder. If you receive a message that the application cannot be installed because a higher version already exists, remove the current installation of the Microsoft SQL Server Native Client the rerun the sqlncli_x64.msi.

12 Navigate to the OGSQL\Program folder. Right-click on the OGSQL.exe and Send to > Desktop. Setup OGsql Database Connections Double-click on the OGsql desktop shortcut. You will be prompted to enter the StationID. This could be the name of the server. Enter the name you want to use and click OK. Double-click on the OGsql desktop shortcut and login without attaching to any database.

13 Once logged in, Select Supervisor > Site Maintenance. For each database listed, highlight the database and click Change. Update the Path to Base Directory, which is the UNC path to the folder under the OGsql folder. Updated the SQL Server Name Re-enter the SQL Username OGSQL and SQL Password 0Gsys1 Once each database is updated (it may only be one database), click Update Click OK Click System > Open Database and you should be able to log into the database. Workstation Setup Each workstation that accesses OGsql will need to have a new shortcut placed on their desktop. From the workstation, navigate to the OGSQL\Program folder on the server. Right-click on the OGSQL.exe Application and select Send to > Desktop.

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