12d Synergy Server Migration Guide

12d Synergy Server Migration Guide
12d Synergy Server
Migration Guide
Version 3.0
April 2017
12d Solutions Pty Ltd
ACN 101 351 991
PO Box 351 Narrabeen NSW Australia 2101
 (02) 9970 7117  (02) 9970 7118
 support@12d.com  www.12d.com
12d Synergy Server Installation
12d Synergy Server Migration Guide
V3.0
April 17
Disclaimer
12d Synergy is supplied without any express or implied warranties whatsoever.
No warranty of fitness for a particular purpose is offered.
No liabilities in respect of engineering details and quantities produced by 12d Synergy are accepted.
While every effort has been taken to ensure that the advice given in this manual and the program 12d
Synergy is correct, no warranty is expressed or implied by 12d Solutions Pty Ltd.
Copyright
This manual is copyrighted and all rights reserved.
This manual may not, in whole or part, be copied or reproduced without the prior consent in writing from 12d
Solutions Pty Ltd.
Copies of 12d Synergy software must not be released to any party, or used for bureau applications without
the written permission of 12d Solutions Pty Ltd.
Copyright © 1989 – 2017 by 12d Solutions Pty Ltd.
Sydney, New South Wales, Australia.
ACN 101 351 991
All rights reserved.
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Table of Contents
1.0
2.0
3.0
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INTRODUCTION
1
1.1
Tools needed
1
1.2
Scope
1
1.3
Information needed
1
MIGRATING THE 12D SYNERGY SERVER 2
2.1
Check in all data
2
2.2
Backup your database
2
2.3
Migrate the File Stores
2
2.4
Migrate the Index
3
2.5
Change the Host Name
3
2.6
Run the Upgrader on the New Server
3
2.7
Install the Microsoft C++ Runtime for 2012
3
2.8
Remap 12d Model Shares
3
2.9
Updating Server Addresses
4
FINAL STEPS
4
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12d Synergy Server Installation
1.0 INTRODUCTION
The purpose of this guide is to provide detailed steps on how to migrate the 12d Synergy server to another server.
1.1
Tools needed
Currently, this is largely a manual process. Future releases may include an automated tool to assist in this
process. Until this time, you will need the following tools:
1. SQL Server Management Studio
2. 12d Synergy Server Upgrader
1.1
Scope
This document will discuss the necessary steps to reconfigure 12d Synergy during and after a
migration.
The following are considered outside the scope of this document:
1. Migrating a database to another instance of SQL Server
2. Redefining the appropriate port forwards for firewalls
1.1
Information needed
Before you begin, you should determine the values of the following information:
1. File Stores
You may have one or more file stores that may need to be migrated. The locations and types
of these are available in the 12d Synergy Administrator, under File Storage
2. Index Location
The location of your index may also need to be migrated. This is available in the 12d Synergy
Administrator, under System Settings/Indexing Directory
3. 12d Model Shares
If you are using 12d model sharing, this will need to be remapped using a script provided by
the 12d Synergy Technical Team. Please contact support for this file.
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2.0 MIGRATING THE 12D SYNERGY SERVER
2.1
Check in all data
Make sure all user data is checked in, to prevent data loss.
2.2
Backup your database
Make sure you take a backup of your database in case of errors during the process.
2.3
Migrate the General Store
Your general store may be stored on network attached storage, in which case this step may be unnecessary.
However, if you do need to migrate the General Store, you will need to follow these steps:
1. Open SQL Server Management Studio
2. Connect to the 12d Synergy Database
3. Edit the table Setting
4. Find the setting named GeneralStorage
5. Copy the General Store directory to its new location
6. Update the path in the table to the new location
2.1
Migrate the Delta Cache
Your delta cache may be stored on network attached storage, in which case this step may be unnecessary.
However, if you do need to migrate the Delta Cache, you will need to follow these steps:
1. Open SQL Server Management Studio
2. Connect to the 12d Synergy Database
3. Edit the table Setting
4. Find the setting named DeltaCachelocation
5. Copy the delta cache directory to its new location
6. Update the path in the table to the new location
2.1
Migrate the File Log
Your file log may be stored on network attached storage, in which case this step may be unnecessary.
However, if you do need to migrate the file log, you will need to follow these steps:
1. Open SQL Server Management Studio
2. Connect to the 12d Synergy Database
3. Edit the table Setting
4. Find the setting named FileLogPath
5. Copy the file log to its new location
6. Update the path in the table to the new location
2.1
Migrate the File Stores
Your file stores may be stored on network attached storage, in which case this step may be
unnecessary.
However, if you do need to migrate the file stores, you will need to follow these steps:
1.
2.
3.
4.
Copy the File Storage directories to their new locations
Open SQL Server Management Studio
Connect to the 12d Synergy Database
Update paths for any “Full” File Stores
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a. Edit the table FileDiskStore
b. Update the value of StoreLocation appropriately
5. Update paths for “Delta” File Stores
a. Edit the table FileDeltaStore
b. Update the value of StoreLocation appropriately
2.1
Migrate the Index
Your index may be stored on network attached storage, in which case this step may be unnecessary.
However, if you do need to migrate the index, you will need to follow these steps:
1. Open SQL Server Management Studio
2. Connect to the 12d Synergy Database
3. Edit the table Setting
4. Find the setting named IndexDirectory
5. Copy the index directory to its new location
6. Update the path in the table to the new location
2.1
Change the Host Name
If you have decommissioned an old server and are building a new server with the same name, this step is
unnecessary.
To update the server name advertised to clients, follow these steps:
1.
2.
3.
4.
Open SQL Server Management Studio
Edit the table Setting
Update the value of HostAddress to the new server name
Edit the table Server
5. Update the value of ServerName to the new server name
2.1
Run the Upgrader on the New Server
You will now need to run the standard Server Upgrader on the new server. This will perform an install
without creating a new database – but you will need to nominate, when prompted, the following
details:
1. A service account to run the 12d Synergy Service
2. The connection details for your database, which may be different if the database has been
migrated to a new SQL Server Instance
2.1
Install the Microsoft C++ Runtime for 2012
This is required by 12d model analysis. It is installed when completing an initial install, but not at
upgrade time.
You can download this file from: http://downloads.12dsynergy.com/vcredist_2012_x86.exe
2.2
Remap 12d Model Shares
If you are using 12d Model shares, they may be pointing to the old server and will need to be explicitly
updated. Use the steps below to remap the shares. If this is required, the 12d Synergy Technical
Team will provide you with a script to perform this operation.
This will promote the version of each 12d model project, so they must be checked in before this can
take place.
1.
2.
3
Open the 12d Synergy Administrator
Select the ‘Scripts’ option
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12d Synergy Server Migration
3.
4.
5.
6.
7.
8.
9.
2.1
Select the ‘Tasks Library’ tab
Click the Add button and browse to the DLL provided
Give it a name and click ok
When it is in the list, select it and click ‘Configure’ next to the 12d Model Share Migration task
Enter the name of the original server and the name of the new server in the appropriate fields
Click Set
Click Run
Updating Server Addresses
The server address at each client must be updated – this can be updated by clicking the Servers
button on the connection screen within the client, or can be achieved simply by connecting to the new
address.
3.0FINAL STEPS
As a note, you may need to update firewall settings (such as NAT port mappings) to allow external
access and file publishing to work with your new server.
You should also update backup plans for the new server.
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