Data locations

Moving SQL data locations to a new server

Use the following steps to migrate your Digita FileCabinet SQL data location(s) to a new server.
  1. Install and setup a new instance of Microsoft SQL server on the new server.
  2. Install Digita FileCabinet on a SQL Server.
  3. Create a backup the SQL data location from within Digita FileCabinet.
    We recommend that you make this backup from within Digita FileCabinet rather than using SQL Server Management Studio (SSMS). Although it's possible to backup and move data through SSMS, it can result in authentication issues.
  4. From the new SQL server, navigate to
    X:\WinCSI\CABINET\SQL\
     and run the
    setup.exe
     file, where X represents the drive on which Digita FileCabinet is installed.
    1. Step 1 identifies the installation of Digita FileCabinet.
    2. Step 2 will be used to setup a pointer to the new SQL instance.
    3. Step 3 finalizes this setup and creates a configurable file that Digita FileCabinet will use to see the new instance and allow database setup.
  5. Setup a new data location in Digita FileCabinet that uses the new SQL instance on the new SQL server.
  6. Restore the data location backup to the new SQL Server.
    1. In Digita FileCabinet, choose File > Restore.
    2. Select Database Locations from the drop-down and then select the database location as the object to restore.
    3. Clear the
      Restore to original database server
       checkbox and then select the new data location on the new SQL server in the
      Restore to database server
       drop-down.
note
Depending on the size of the database(s), the backup and restore processes can take a significant amount of time and should be planned for accordingly.

This article applies to:

  • Product: digita-filecabinet