Perform a Server Move for Junxure

Transcription

1 Perform a Server Move for Junxure These instructions are the recommendations for IT personnel on how to perform a Server Move for the Junxure Database. Junxure Tech Support understands every environment is different so these instructions are the essential steps to complete this task on your own. If you have any issues, please contact Junxure Tech Support at support@junxure.com or , Option 1. Overview Steps to Perform on OLD Server... 2 Verify all users are out of the Junxure... 2 Run a backup of the Junxure database... 2 Return to SQL Server Management Studio and detach the database Stop the Junxure Service... 5 On the New Server... 6 Copy Files to the New Server... 7 On the New Server... 8 Create the Junxure Instance for SQL... 8 SQL Server Configuration Manager Attach the MDF database file Additional Notes Perform on OLD Server after all files Transfer Over Enable Junxure Service Please Note: The instructions below are general and may vary depending on client environments. Verify your new server has the following requirements for SQL Server:.Net 3.5 SP1 Windows Installer 4.5 1

2 Steps to Perform on OLD Server Verify all users are out of the Junxure To perform a server move you must login to the new server and the old server as the database owner (Database Owner). To determine the database owner of your Junxure database launch SQL Server Management Studio and login to the Junxure Instance. Expand Databases and right click on Junxure, select the properties. In the General screen, the Database Owner should be listed (Domain\User). Verify your windows login user and the Database Owner match. If you are logged in as Database Owner proceed. If not, logout and login as The DBO. Run a backup of the Junxure database Expand Databases, right-click on the Junxure database and select to Tasks > Backup. Under Destination set this to Disk. 2

3 If a backup is listed in the destination area of the backup database window, click remove. Once removed, click the Add button. Under the section Destinations on Disk click the icon directly to the right of the File name. Choose the location to store the backup. Name the file and click OK to close the file browse window and then click OK to execute the backup. When it is complete, click OK and return to SQL Server Management Studio. See screenshots below for details

4 NEXT: The Junxure database is typically saved under the JunxureData\JXSQLData folder on your server. You can verify the file location by right-clicking on the Junxure database within SQL and selecting properties, see screenshot below. Click Files on the left navigation pane and note the Path in the grid located under the section Database Files. Verify file location of the MDF and LDF. Return to SQL Server Management Studio and detach the database. Right-click on the Junxure database within SQL and navigate to Tasks > Detach. Check the box under Drop Connections. Click OK. This will remove the database from within SQL. 4

5 Stop the Junxure Service Click Start and open the Control Panel. Click on the Administrative Tools and open the Services.msc program. In Services, scroll down the list to the SQL Server (Junxure) row and disable the service for the Junxure instance by rightclicking and select Stop in the drop-down menu. Right-click the SQL Server (Junxure) service again and click properties. Under Properties > General > Startup Type, select Disabled and click OK. 5

6 On the New Server Create the JunxureData folder where you want to house all the Junxure data folders on the desired hard disk. Right-click on the JunxureData folder and select Properties. Select the Sharing tab, under Network File and Folder Sharing, click on the Share button. In the File Sharing window, select the drop-down menu and choose Everyone, click Add. Change the Permission Level for Everyone to Read/Write. Next, click the Security tab. Select who has rights to make changes on the folder in the Group or user names window, click edit, in the Permissions for JunxureData window select the same Group or user name, click the check box for Allow on the Modify row and Full Control row. Click Apply, OK, and then OK on the JunxureData Properties window. NOTE: Best practice is to only share the folder with the users who would need access to it. If on a domain, it would be best to Share and set Security for Domain Users instead. In the JunxureData folder, create two folders titled: Junxure and JXSQLData. 6

7 Copy Files to the New Server From the old server, navigate to the JunxureData share on the new server. On the old server, open the OLDJunxureData folder and place the windows side-by-side. NOTE: If you need assistance with obtaining access to the new server from the old server, please contact your IT. Note: See the table below for best practice tip on faster results for transferring folders. Start with copying the JXSQLData folder. This folder usually houses the Junxure MDF and LDF files for Junxure. Refer to the location from the Junxure Database Properties with the path to where the Database is located on the server. If the MDF and LDF files are located elsewhere, copy and paste the files manually onto the new server into the JXSQLData folder or whichever folder you prefer. After the MDF and LDF files finish transferring, begin copying other folders over. Refer to the chart below to help guide you with a suggested order of the files to transfer. NOTE: Not all of these folders may exist, or there may be others that are not listed in the table provided. Go ahead and push them all over to the new server, including any miscellaneous files. Transfer first Transfer second (Less than 3GBs) MDF File Junxure\MergHist Folder Junxure\PDFDropbox Folder LDF File Junxure\Templates Folder Junxure\Doc Folder Junxure\Data Folder Junxure\InstallCode Folder Junxure\PDF Folder Junxure\AssetImports Folder Junxure\CVOutput Folder** Junxure\PPT Folder Junxure\Upgrade Folder Junxure\XLS Folder Any other files or folders under the JunxureData Folder **May not exist in your JunxureData folder. Transfer last (4+ GBs of Data) Junxure\Backup Folder Junxure\ Folder Junxure\Company Files Folder 7

8 On the New Server Create the Junxure Instance for SQL Create the Junxure Instance for SQL on the new server by locating the SQL 2012 Download Center page. We recommend adding the name of the file (example: SQLWT2012.exe). To download the file, use the URL below. You will end up at this page on the Download Center, choose the Download button: Scroll down the list and depending on your server environment, choose one of the following downloads to install. If you are not sure which version (x64 vs x86) please call your IT or call Junxure Support and we will to assist you with this step. Launch the file that was downloaded. It will begin to extract files. 8

9 After extraction, the SQL Server Installation Center will open. Click on the link for: New SQL Server Stand-Alone Installation or Add Features to an Existing Installation. Accept the License Terms and click Next. At the Feature Selection step, under the Instance Features select: Database Engine Services. Under Shared Features select: Management Tools Basic. SQL Client Connectivity SDK should already be selected. Click Next. 9

10 At the Instance Configuration step, select the Named Instance radio button and type JUNXURE in the field. The Instance ID field should automatically populate JUNXURE. Click Next. At the Server Configuration step, there are two steps on this page. Under the Service Accounts tab at the Service: SQL Server Database Engine, Select NTAuthority\System under Account Name Column and select Automatic as the Startup Type. In the SQL Server Browser, verify that NTAuthority\Local is selected and startup type is Automatic. Click Next. 10

11 At the Database Engine Configuration step in the Account Provisioning Tab, verify that the Windows authentication mode radio button is selected. Click Add Current User button at the bottom of that page. Verify the Admin or Administrator account is added. Click Next. At the Error and Usage Reporting page, do not select either of these options. Click Next. The Installer will collect the files and begin the install of the components. 11

12 It can take more than 10 minutes to install if it has other components that need to be installed. It should state that the server install is complete. SQL Server Configuration Manager Once the SQL installation is complete, go to Start > Programs > Microsoft SQL Server 2008 > Configuration Tools > launch the SQL Server Configuration Manager. 12

13 Expand the SQL Server Network Configuration and select the Protocols for JUNXURE. Verify that "Named Pipes and "TCP/IP" are both enabled. If they are not right click on each one and select "Enable". Click OK on the popups that appear. Next, select SQL Server Services on the left navigation and restart the Junxure SQL service: SQL Service (JUNXURE) in the list on the right. 13

14 Attach the MDF database file Open up SQL Management Studio and log into the Junxure instance. Right-click on Databases and select attach. Click on Add and browse out to the JunxureData\JXSQLData folder or the location where you placed the MDF file and select the Junxure_Data.mdf file. Under the Junxure Database Details, highlight the MDF file and click on add catalog button (the button in the Current File Path column) and verify the location of the MDF file by browsing to it. Repeat this process with the LDF file in the Junxure Database Details. 14

15 Click OK and the Junxure Database should be attached in SQL. Verify by expanding the Junxure Database and then expanding the Tables. Also verify the DBO by right clicking on the Junxure Database and select properties. Additional Notes Perform on OLD Server after all files Transfer Over From the Start Menu, open up My Computer and navigate to the JunxureData folder on the server. Right-click on the JunxureData folder and select Properties. In the Sharing tab, stop sharing the JunxureData folder. After the share has been removed, right-click on the JunxureData folder and rename it OLDJunxureData. 15

16 You will proceed to the next document in the Server Move folder provided to install Junxure correctly on your server. ########### End of Document ############ Other Notes: Enable Junxure Service Go to the Start Menu and open Services.msc by selecting Run or type in the Search Programs and Files field in the Start Menu. Open Services.msc by double clicking on the icon, scroll down the list in Services to the SQL Server (Junxure) row and right click on it and select Start or Restart in the drop down menu. Wait for the progress bar to finish and close Services.msc. 16