STIDistrict Server Replacement

STIDistrict Server Replacement Major Steps Defined This document addresses how to migrate data and applications from an existing STIDistrict (SQL) Server to a new machine. There will be 8 major steps: 1. Backup existing SQL databases to media external from the existing (old) server. 2. Configure new server with identical attributes of old server, such as IP address and server name. 3. Install Microsoft SQL Server 2000. 4. Install latest SQL Server Service Pack 5. Restore databases to new server. 6. Configure FTP Server to accept incoming upload files from schools. 7. Install and configure the STIDistrict Import Engine. 8. Notify the State Dept of Education that replication needs to be re-established for your district. Hardware Specifications Download the latest recommended specifications for hardware from www.sti-k12.com. Software Required You will need to be sure to have the following software available during the installation: Operating System Windows2000 Server or better, with Internet Information Server (FTP Publishing Service) installed. The computer selected must have the Windows Server operating system, and in most cases will also need the FTP Publishing Service option installed as well. For this reason the district will need to have the WindowsNT or Windows2000 Operating System installation CDs available during the installation. Database Service - Microsoft SQL Server 2000 (Standard Edition) Have the installation CD for Microsoft SQL Server 2000 available during the installation. Also, have the latest service pack install for SQL server available during the installation. (at the time of this document, Service Pack 3 is the most current). STIDistrict Import Engine Installation File This file may be downloaded from the Updates page at www.sti-k12.com. Quick Reference Guide STI_0629091006 STIDistrict Server Replacement 1

Backup Existing Databases Create backups of each SQL database that will be moved to the new server. To create a database backup: At the existing (old) SQL Server, click on Start, then Programs, then Microsoft SQL Server, then Enterprise Manager. Expand the server group, and then expand the server. Expand Databases, right-click on the daisi database, point to All Tasks, and then click Backup Database. In the Name box, type the backup set name. Optionally, in Description, type a description of the backup set. Under Backup, click Database - complete. Under Destination, click Tape or Disk, and then specify a backup destination. If no backup destinations appear, click Add to add an existing destination or to create a new one. Under Overwrite, do one of the following: o o Click Append to media to append the backup to any existing backups on the backup device. Click Overwrite existing media to overwrite any existing backups on the backup device. Click OK to begin the backup. Repeat these steps for each database to be moved to the new server. This will typically include any database with a name such as daisi or STIDistrict. Quick Reference Guide STI_0629091006 STIDistrict Server Replacement 2

Configure New Server For easiest installation, configure the new server with identical attributes of old server, such as IP address and server name. This will ensure that all client machines that have been configured to attach to the district server will not need to be re-configured. Install Microsoft SQL Server on New Server Install SQL Server Insert the SQL2000 install CD into the CD drive of the STIDistrict Server. The SQL2000 installation menu should start automatically. Proceed with installation steps shown below. Select to install the SQL Server 2000 Components. Quick Reference Guide STI_0629091006 STIDistrict Server Replacement 3

Select to install the Database Server. Select to install on the Local Computer, then click Next. Quick Reference Guide STI_0629091006 STIDistrict Server Replacement 4

Select to Create a new instance of SQL Server, then click Next. Enter the name of the user and/or school district, then click Next. Quick Reference Guide STI_0629091006 STIDistrict Server Replacement 5

Accept the agreement. Enter the Key value and then click Next. This is a 25-digit number required to complete the install and can be found on the yellow sticker in the CD liner notes or the sleeve of the CD. Quick Reference Guide STI_0629091006 STIDistrict Server Replacement 6

Select to install Server and Client Tools, then click Next. Select Default, then click Next. Quick Reference Guide STI_0629091006 STIDistrict Server Replacement 7

Select the Typical install. Select local drives only for both program and data directories. Data directory needs to exist on the drive with greatest amount of available space. Click Next to continue. Select options shown below, then click Next. Quick Reference Guide STI_0629091006 STIDistrict Server Replacement 8

Select Mixed Mode authentication. Type in the password to be associated with the sa (system administrator) account for SQL Server (for information on the standard password used here, please contact STI Support). Click Next to proceed. Note regarding Client Licensing Information: When purchasing SQL Server, the customer will also purchase a number of Client Access Licenses. Be prepared to respond to this prompt by knowing how many licenses the district owns. Click Next to begin actual installation process. Be patient as this process may take several minutes. Quick Reference Guide STI_0629091006 STIDistrict Server Replacement 9

Click Finish to complete the installation. Start the SQL Server Service. o Click on Start Programs Microsoft SQL Server Service Manager. o Select the SQL Server service. o Select the Auto-start service checkbox. o Click the Start/Continue button. o Close the SQL Server Service Manager using the red X. Install SQL Service Pack 3 Follow the steps that follow to install Service Pack 3 for SQL Server. If the Service Pack was not shipped along with SQL Server (separate CD in the SQL Server box), the user will need to download the file named sql2ksp3.exe. For instructions on downloading this file, please visit http://support.microsoft.com/kb/290211. Execute this file. This will unpack the service pack contents to a folder that you specify. Unpack the files to a folder on a local drive of the STIDistrict Server. From the folder where the files were unpacked, execute the setup.bat file. Quick Reference Guide STI_0629091006 STIDistrict Server Replacement 10

You will be prompted to reboot if you have never rebooted since installing SQL2000. If this is the case, cancel the installation, reboot, and then begin again by executing the setup.bat file. Take the default options during the installation until you reach the step where asked to select the authentication mode for SQL Server. Select the first option (SQL Server authentication) as shown below. Type in the password for the sa account in the space provided and then click on the Next button. When prompted to respond to the Backwards Compatibility Checklist, select the second option (Upgrade Microsoft ) only. Select whether or not to send Fatal Errors to Microsoft, based on your preference, and then click OK to proceed. Quick Reference Guide STI_0629091006 STIDistrict Server Replacement 11

Click OK. Reboot after installation has completed. Verify that SQL has been Successfully Upgraded After the computer has rebooted, click on Start Programs Microsoft SQL Server Query Analyzer. Log in entering a single period in the field for the SQL Server, and Windows authentication as shown below: In the workspace provided, type: SELECT CONVERT(char(20), SERVERPROPERTY('productlevel')) as 'Service Pack Edition' Press the F5 key on the keyboard to execute the query. The results should show that SP3 (Service Pack 3) is the current version. If this is so, the Service Pack was installed successfully and you may exit the Query Analyzer. If it the results do not display SP3, do not proceed with any other part of the installation. Revisit the Service Pack installation and check for the version again. Quick Reference Guide STI_0629091006 STIDistrict Server Replacement 12

Restore Databases from Backups On the new district (SQL) server, restore the databases that were backed up from the old server. To restore from a database backup: At the existing (new) SQL Server, click on Start, then Programs, then Microsoft SQL Server, then Enterprise Manager. Expand the server group, and then expand the server. Right-click on Databases, point to All Tasks, and then click Restore Database. In the field labeled Database to Restore, type the name of the database you are restoring. For example, type daisi if restoring the daisi database. Select the From Device option. Click the Select Devices button. Click Add to select the backup file for the database to be restored. Browse to the file and select it. Click OK Click OK Click on the Options tab. Edit the paths listed for the data and log files to make sure they are valid paths on the new server. These must be local drives. Click OK to begin the restoration of the database. Repeat these steps for each database to be restored to the new server. Configure Server to Accept Uploads Create the DaisiUpl folder Schools will be set up later to upload data from the local school using the STIDistrict Net program. STIDistrict Net will create an upload file, then send it (via FTP or File Copy) to a specific folder on the district server. This folder is typically named DaisiUpl and is typically located on the C: drive of the STIDistrict Server. Double-click on the My Computer icon on the desktop of the STIDistrict Server. Double-click on the C: drive icon. Select File, then New, then Folder. This will create a new folder named New Folder. Right-click on the folder named New Folder, select Rename. Quick Reference Guide STI_0629091006 STIDistrict Server Replacement 13

Rename folder to DaisiUpl. Set Up the FTP Service (Typical Installation) Complete the following steps on the STIDistrict Server only if the district has WAN (Wide Area Network) connectivity between the schools and the district server, and when the district has selected to move data from the school to the district via FTP. If the district does not support a WAN, the district will move data from the schools by the file copy method rather than FTP. If this is the case, then setting up the FTP service is not necessary. Create an Account to be Used by STIDistrict Net In order for schools to FTP data to the STIDistrict server, a user account will need to be created on the District Server that will be used by an FTP Client at the schools to authenticate during an upload. The following can be used as a guideline for creating this account. To create the Windows User Account on older servers (such as WindowsNT): Make sure that the server is running at least NT version 4.0, with service pack 4 or higher. Go to start, programs, administrative tools, and click on user manager for domains. Go to File and Add New User. User name: daisiftp Full Name: STIDistrict Upload Account Password: The user may create a password as desired. For information on the standard password used here, please contact STI Support. Un-select the option labeled User must change password @ logon. Select the option labeled User cannot change password. Select the option labeled Password never expires. The user must be allowed read and write access to the C:\DaisiUpl folder, and must be a member of the local machine Administrators group. On newer servers (with an Operating System of Windows XP, Windows2000 or Windows2003), the steps are slightly different for creating a Windows user account. Follow these steps: Click Start Settings Control Panel. Select Administrative Tools. Quick Reference Guide STI_0629091006 STIDistrict Server Replacement 14

Select Computer Management. Drill down to open the Users folder beneath Local Users and Groups. Right-click on the Users folder and select New User. Complete form as shown below. The Password is typically the district number, but this may be customized by the user as needed. The user must be allowed read and write access to the C:\DaisiUpl folder, and must be a member of the local machine Administrators group. Quick Reference Guide STI_0629091006 STIDistrict Server Replacement 15

Install FTP Publishing Service If FTP Publishing Service (a component of Microsoft Internet Information Services, also called IIS) has not been installed, the user should install it now. Check to see if this has been installed by selecting Start Settings Control Panel Administrative Tools Computer Management Services. If FTP Publishing Service does not appear in the list of Services, perform the steps below to install it: Click Start Settings Control Panel Add/Remove Programs. Click Add/Remove Windows Components button on the left side of the screen. Highlight Internet Information Services (IIS) by clicking on it once. Click on the Details button. Select the checkbox to the left of the File Transfer Protocol (FTP) Service and then click OK. If prompted, insert the Windows install CD to complete the installation. Limit public access to the FTP Server by following the next few steps: Right-click on the My Computer icon on the desktop of the STIDistrict Server, then select Manage. Quick Reference Guide STI_0629091006 STIDistrict Server Replacement 16

Drill down to select Services and Applications Internet Information Services FTP Sites Default FTP Site. Right-click on Default FTP Site. Select the Security Accounts tab, then de-select the Allow Anonymous Connections checkbox. Create a Virtual Directory Creating a Virtual Directory with XP or 2000 Servers While still in the Computer Management screen: Right-click on Default FTP Site. Select New, then Virtual Directory. Click Next at the Wizard prompt. Quick Reference Guide STI_0629091006 STIDistrict Server Replacement 17

Type daisiupl in the Alias field provided, then click Next. Type C:\DaisiUpl into the Path field provided, then click Next. Quick Reference Guide STI_0629091006 STIDistrict Server Replacement 18

Select both Read and Write permissions, then click Next. Click Finish to complete. Creating a Virtual Directory with NT Server Go to Windows NT 4.0 Option Pack, then go to Internet Information Services and click on Internet Service Manager. Right-click on the Default FTP Site. Go to New and then go to Site. The first screen is the FTP Site Description. Type daisiupl in the space provided. In the second screen, browse for the daisiupl directory (created on the previous page of this document). On the third screen, allow read and write access, then click Finish. Right-click on the daisiupl site created earlier and go to New. Then click on Virtual Directory. On the first screen, enter daisiupl for the Alias. On the next screen, browse for the daisiupl directory created earlier. Quick Reference Guide STI_0629091006 STIDistrict Server Replacement 19

On the next screen, allow read and write access. Then click Finish. Go back to the daisiupl site created above. This should have Stopped beside it. Right-click on this site and select Start. Exit out of Internet Service Manager. Test FTP Site Before visiting schools and installing/configuring STIDistrict Net to upload data to the district server via FTP, users are advised to verify that the FTP Server is running and will allow schools to connect and send data files to the c:\daisiupl directory. The steps below provide a simple way to verify that a school using STIDistrict Net can connect to the server (via an FTP session), authenticate using the daisiftp user account and password, and then write a copy of the upload file to the c:\daisiupl folder on the district server. Follow these steps to test: Create a new text document (go to Start Programs Accessories Notepad) and save it to the C: drive. Name the document testme.txt. Open a DOS window. To do this, click on Start Run, then type Command in the space provided and click OK. At the prompt, type cd\ and then press Enter. At the prompt, type ftp xxx.xxx.xxx.xxx and then press the Enter key. (Replace xxx.xxx.xxx.xxx with the IP address of the local server. If you do not know the IP address of the local server, simply type IPConfig at a DOS prompt and press Enter. This will reveal the IP address.) When prompted for the User, type daisiftp and press Enter. Quick Reference Guide STI_0629091006 STIDistrict Server Replacement 20

When prompted for the Password, type the password established for this user earlier and press Enter. A message should appear stating User daisiftp logged in. If not, type Bye and then press Enter, then type Exit and press Enter. Revisit the previous steps. If the logged in message still does not appear, continue on to next step. Type cd daisiupl and then press Enter. Type put testme.txt and press Enter. A message should appear indicating that the command was successful. To further verify successful setup, browse to the c:\daisiupl folder to see if the document called testme.txt was copied to that folder. This is a simulation of the process run by the STIDistrict Net upload program at the schools, so if all was successful, the uploads should work. At the FTP prompt, type Bye and then press Enter. At the DOS prompt, type Exit and press Enter. The screen will return to the Windows desktop. Quick Reference Guide STI_0629091006 STIDistrict Server Replacement 21

Install and Configure the STIDistrict Import Engine. Complete the following steps on the STIDistrict Server. Install the Import Engine To install the Import Engine, download the files called mdac_typ.exe and STIDistrictImport_vXXX.exe (where XXX represents the version number) from www.sti-k12.com Run the mdac_typ.exe file and accept all the defaults. Run the STIDistrictImport_vXXX.exe file (where XXX represents the version number) and accept all the defaults. At the end of the install, choose the Default Library. Select TCP/IP and click OK. Configure the Import Engine Configuration settings will determine what data is to be imported from schools, when it is to be imported, and the SQL database into which the data will be imported. To edit the configuration settings, click on Start Programs STI Applications Import Engine Setup. Refer to the information below when editing the settings. SQL Server Tab SQL Server: Type either the IP Address or the computer name of the STIDistrict server into this field. If SQL is installed on this same box, a single period will also work. Database: Type daisi into this field. Admin ID: Type sa into this field. Password: Type the password associated with the sa account (created during the SQL installation) in SQL server. Quick Reference Guide STI_0629091006 STIDistrict Server Replacement 22

FTP Directory: Type c:\daisiupl into this field. Import Active Times Tab Use this screen to schedule when the Import Engine will add data to the STIDistrict database. The scheduler allows the import to occur during one-hour increments. Selecting a time will cause the Import Engine to add data during that particular hour. This feature determines when data is actually added to the database. Users should be aware of the times selected so that they may avoid creating important reports and running backups during the times when the data is being added to the database. Enrollment Builder Tab The Enrollment Builder is a program that runs within the Import Engine program. It builds a table in the database with a record for each student, for every day of the school year, which shows the student s enrollment and attendance status on each day. The data in this table is used to create reports in STIDistrict, such as the ADA/ADM Report. Use this screen to schedule the times at which the Enrollment Builder program will run. Users should be aware of the times selected so they may avoid creating important reports and backups during those times when data is being added to the database. E-mail Tab (Optional) This tab allows for up to five users to receive e-mail messages when failures occur during the import process. Set up each of the following to utilize the e-mail feature: SMTP Server: Enter your mail server address here. To utilize e-mail notification, check the box to the right of this field labeled Enable. E-mail Address (1-5): Enter e-mail address for each person to be notified. There are two checkboxes to the right of each e-mail address. Check Enable to send e-mail only when an error has occurred. Check Log to send the import log after a school has been imported (with or without errors). Return E-mail To: When users receive an e-mail, this will be displayed as the From: e-mail address. Quick Reference Guide STI_0629091006 STIDistrict Server Replacement 23

Options Tab Select from the following options per the district s preferences. Queue Manager: When configuring a typical installation of the Import Engine, where the program is installed on only one computer in the district, select this option. Import Node ID: When configuring a typical installation of the Import Engine, where the program is installed on only one computer in the district, this should be set at 0 (zero). Import Medical/Special Ed Data: Select this option to import STISets and STIHealth data into the district database. Select this only if the STISets program is installed at the schools. Import GRD (Grade) File: Select this option to import student grades into the STIDistrict database. Auto Delete Orphan Records: Select this option to delete orphan records from the database after each import. An orphan record is any record in the database that does not have a matching student demographic record. Import Inactive Students: Select this option to import inactive student records into the STIDistrict database. Note: A student record is set as inactive at the school when the student is not enrolled at that school, yet the school wishes to keep the student data on file. This is typically done for no-show students on the first day of school. Auto-eliminate Duplicate Inactive Records: Selecting this option will enable an option for the Import Engine to delete inactive student records for students in the district database if an active record exists for the same student anywhere in the district. Delete Backup Files After _ Days: After importing an upload file, the Import Engine saves that file to a backup directory. Select this option to periodically (based on the number of days entered) delete these archived upload files from the backup directory. Selecting this option will not delete any data from the database. Delete Log Files After _ Days: The Import Engine creates a log file as it is importing data. A new file is created each day, and these are stored in the directory where the program is installed. Select this option to periodically (based on the number of days entered) delete these log files from the directory. Contact the State Department of Education Notify the State Dept of Education (Alabama and Kentucky districts only) to let them know that the new server is ready to begin replication. A new snap-shot will be needed, and publications/subscriptions for STIState will need to be recreated. Quick Reference Guide STI_0629091006 STIDistrict Server Replacement 24