Manual HR & Payroll v2011 Restores Using Tape Backups

Transcription

1 Manual HR & Payroll v2011 Restores Using Tape Backups Introduction Sage provides multiple scripts for performing backups of your Payroll v2011 system. Details of these scripts and how they work can be found in this document: HR & Payroll - To-Disk Backup and Restore.pdf We recommend that your 3 rd party tape backup software also includes the \SnowdropKCSBK\ folder and if you need to restore to a date more than seven days prior, you can recover the appropriate \backup_day\ folder and follow the backup instructions found in the standard To-Disk Backup and Restore document. However, in the unlikely event that you are unable to use our provided nightly backup script. You can use a full tape backup of your entire SnowdropKCS\Payrollv10 directory to perform your restore following the instructions below. DIRECT LINK HR SQL CUSTOMERS If you have the HR & Payroll combined link system, it is a NECESSITY that you restore a backup of your SnowdropKCS SQL databases using a backup from the same time as Payroll to ensure data consistency between the two systems. If you have any questions on the steps covered below, then please contact the Technical Helpdesk at: Tel: techdeskhrp@sage.com mailto:techdeskhrp@sage.com No: (020) Rev. 14/01/ :11 Page 1 of 5

2 Restoration of Live System Backup If you need to restore your Live Payroll system to an earlier date, the following processes should be followed: 1. Take an Ad-hoc backup of the LIVE System in its current state (this is just an additional precaution): {Local Disk}:\SnowdropKCS\payrollv10\apps\bin\AdHocBK.cmd 2. Ensure all users have logged out of the Live Sage systems and run the following script to stop your live system: {Local Disk}:\SnowdropKCS\payrollv10\apps\bin\stoplive.cmd on your database server to stop your Sage LIVE system. 3. If you have the HR SQL Module You will need to restore your SnowdropKCSHR2011_Live HR Database Backup via the SQL Server Management studio on the HR database server. 4. From your backup media restore the following directories from \SnowdropKCS\payrollv10\apps\live\ to your database servers {Local Disk}:\SnowdropKCS\payrollv10\apps\live\ directory: Archive Attachments Coblib Docs Docs-ro Prolib Reports Template Note. When the overwrite files prompt is displayed, select Yes to all files. 5. Now from your backup media restore the following files from \SnowdropKCS\payrollv10\data\live\control\ to your database servers {Local Disk}:\SnowdropKCS\payrollv10\data\live\control\ directory. *.db *.b* *.d* *.lg *.lic(if exists) IMPORTANT: Do not restore the *.st files. 6. Finally, from your backup media restore the following files from \SnowdropKCS\payrollv10\data\live\cobdata\ to your database servers {Local Disk}:\SnowdropKCS\payrollv10\data\live\cobdata\ directory. F* P*.L* *.dat BACS* *.csv REP*.A* Overwrite any files where prompted. 7. From your database server, you will now need to run a repair script against the Payroll database. For Windows database environments run: {Local Disk}:\SnowdropKCS\payrollv10\apps\bin\repair.cmd For UNIX database environments run: /Payrollv10/apps/bin/repair 8. You can now restart your Sage LIVE system by running the script {Local Disk}:\SnowdropKCS\payrollv10\apps\bin\strtlive.cmd from your database server. 9. Finally, you should now test your Live System. Run your LIVE environment s main system icon and login as the user SYSTEM (you may need your Payroll Administrators help at this stage). Please test the following options: Ensure you can run user reports from Tools, Report Generator. In Payroll Parameters run a Print Parameter Details to check COBOL is working correctly? mailto:techdeskhrp@sage.com No: (020) Rev. 14/01/ :11 Page 2 of 5

3 Restoration of Live System Backup to your Test System These instructions show an example of the LIVE system being restored to the TEST environment from backups. 1. Ensure all users have logged out of the Test Sage systems and run the following script to stop your TEST system: {Local Disk}:\SnowdropKCS\payrollv10\apps\bin\stoptest.cmd on your database server to stop your Sage TEST system. If you have the HR SQL Module please be aware of the following additional Steps: a) Via the SQL Server Management Studio restore your SnowdropKCSHR2011_Live backup to you to your SnowdropKCSHR2011_Test database, remembering to ensure you change the physical database and log file locations. b) Within your SnowdropKCSHR2011_Test database you now need to update the following table. Within the SQL Server Management Studio expand the table s tree of your Destination database and find the following table: SETTING_VALUE Right click the SETTING_VALUE table and select open in SQL2005 or Edit top 200 rows in SQL2008. In the SETTING_VALUE column update the field AppserverDC with the following details: AppserverDC:// Payroll Database Hostname /13715 c) Within the SQL Server Management Studio expand the tables tree of your SnowdropKCSHR2011_Test database and find the following table: GLOBALS Right click the dbo.globals table and select open in SQL2005 or Edit top 200 rows in SQL2008 or above. Check all columns for any reference to your source database and if any are found change this reference only to match your destination database e.g. Payroll_Link_Payroll Column \\Hostname\sharename\live\folder\ Changed to: \\Hostname\sharename\TEST\folder\ N.B Please ensure this change has been committed to the database before continuing! 2. From your backup media restore the following directories from \SnowdropKCS\payrollv10\apps\live\ to your database servers {Local Disk}:\SnowdropKCS\payrollv10\apps\TEST\ directory: Archive Attachments Coblib Docs Docs-ro Prolib Reports Template Note. When the overwrite files prompt is displayed, select Yes to all files. 3. Navigate into {Local Disk}:\SnowdropKCS\payrollv10\apps\TEST\prolib\appserv\ and edit in notepad the following file: payroll.pay mailto:techdeskhrp@sage.com No: (020) Rev. 14/01/ :11 Page 3 of 5

4 Within this file, if your Test system is located on a different partition, change the drive letter on the first line to the drive letter of that partition and you will also change the live reference in the second line path to TEST (example below): Drive Letter where SnowdropKCS installed Path has Test reference not Live. Save this change and close the file. 4. Now from your backup media restore the following files from \SnowdropKCS\payrollv10\data\live\control\ to your database servers {Local Disk}:\SnowdropKCS\payrollv10\data\TEST\control\ directory. *.db *.b* *.d* *.lg *.lic(if exists) IMPORTANT: Do not restore the *.st files. 5. Finally, from your backup media restore the following files from \SnowdropKCS\payrollv10\data\live\cobdata\ to your database servers {Local Disk}:\SnowdropKCS\payrollv10\data\TEST\cobdata\ directory. F* P*.L* *.dat BACS* *.csv REP*.A* Overwrite any files where prompted. 6. From your database server, you will now need to run a repair script against the Payroll database. For Windows database environments run: {Local Disk}:\SnowdropKCS\payrollv10\apps\bin\repair.cmd For UNIX database environments run: /Payrollv10/apps/bin/repair 10. You can now restart your Sage TEST system by running the script {Local Disk}:\SnowdropKCS\payrollv10\apps\bin\strttest.cmd from your database server. We have essentially performed a Live to Test Copy, so the restored TEST system will be pointing towards your LIVE areas. The following page will instruct you on how to change the Test System Default values. N.B you now need to perform the next part of these instructions from a computer capable of running the client application. 11. From a Client machine run your TEST system Admin icon and run the following using the details below. This should be the Admin icon of the system you have restored to. Password: AdMiN (Case Sensitive) Select Option: To Run A Program Password: SoLo (Case Sensitive) Program to Run: wreplacedefaults.p 12. You will then be presented with the Replace System Defaults screen. Your environment is your TEST system so select the: Live to Test button in the top left of this screen This buttons will automatically Find & Replace all references from LIVE to TEST. An information box will be displayed giving you information of the number of occurrences found and changed. Press Ok to continue: (N.B the number of occurrences found may vary). mailto:techdeskhrp@sage.com No: (020) Rev. 14/01/ :11 Page 4 of 5

5 13. All changed fields will be highlighted in red. Once you are happy with your changes select the Save & Exit buttons in the bottom right. You can now logout of your Admin system area. You should now test your TEST System. Run your Test Systems main icon and login as the user SYSTEM (you may need your Payroll Administrators help at this stage). Please test the following options: 14. Finally, you should now test your Test System. Run your TEST environment s main system icon and login as the user SYSTEM (you may need your Payroll Administrators help at this stage). Please test the following options: Ensure you can run user reports from Tools, Report Generator. In Payroll Parameters run a Print Parameter Details to check COBOL is working correctly? Completion of Restore This procedure does not transfer patches in their entirety. If, when logging in to your systems, you will receive a data mismatch error informing you that your client is more up to date than your database, you will need to re-apply your most recently applied patch, or later. Please follow the Applying Upgrades document. This can be downloaded at our people portal website below: mailto:techdeskhrp@sage.com No: (020) Rev. 14/01/ :11 Page 5 of 5