Print Audit 5 Software User Manual

Print Audit 5 How to Move from an Access
Database to a SQL Database
Overview
This document includes the steps to reinstall Print Audit 5 to use a SQL database
instead of an existing Access database.
Basic Steps
1. Install SQL or create a new instance on an existing SQL installation.
2. Export the necessary data from the Access database.
3. Install Print Audit 5 with SQL selected for the database type and create a new
database.
4. Configure Print Audit 5 and import the data exported from the Access database.
5. Reconfigure the Client workstations to point to the SQL server (if SQL is on a
different server than the original Access server).
Step #1 - Install SQL or create a new instance on an existing SQL
installation
Follow the instructions in the link below to install SQL Server 2005 Express for Print
Audit 5 or create new instance on an existing SQL installation. The instructions include
the steps to install Print Audit 5, do not complete the installation until Step #3 below.
Print Audit 5 SQL Server 2005 Express Installation Guide
Step #2 - Export the necessary data from the Access database
1. Open the Print Audit Administrator and go the Client Custom Fields tab. If there
are custom fields present, click on the Name field for one of them and then click
the Export button in the icon bar and select the location to save the exported
information. You will have to do this for each custom field and save them each in
their own file.
2. Go to the Users tab of the Print Audit Administrator. Click the Export button in the
icon bar and select the location to save the User information.
3. Make note of the other tabs in Print Audit that you have changed or added
information to as you will have to change these settings when Print Audit 5 is reinstalled.
4. If you have Copy Audit devices, go to the following location and backup a copy of
the ‘PACPDEVICES.DB’ file. This file contains the information contained within
the Print Audit Administrator for each Copy Audit device. You can restore this file
and avoid adding each device manually into the new database in the steps
below.
C:\Documents and Settings\All Users\Application Data\Print Audit Inc\Print
Audit\5.0\CopyAudit
5. Use the Job Merge Wizard from the Advanced Tools menu of Print Audit 5 to
export the existing print job data in the Access database.
NOTE: If you are installing Print Audit on the same computer, we recommend installing
the Administrator and Reporting tools using an Access database on another computer so
that you can still view the settings for the old computer and compare them to ensure they
have the same settings. This can be uninstalled once the transfer is complete.
Step #3 - Install Print Audit 5 with SQL
1. Install Print Audit 5 by double-clicking the Print Audit 5 setup file. Select Print
Audit 5 Setup.
2. Accept the license agreement and click Next.
3. On the Setup Type Window, choose “Step by Step Walkthrough” and click Next.
4. Select SQL Server for the Database type and click Next.
5. Select “Yes – Create a new database.” and click Next.
6. You will receive a warning, click “OK” to continue and then click Next again.
7. Select “Yes – Install the Client Communicator” and click Next.
8. Make note of the Location displayed and click Next.
9. If you are not installing Copy Audit hardware devices, do not install the Copy
Audit Communicator. Click Next.
10. If you do not want to track the printing on this computer, you can uncheck Client.
Click Next.
11. Click Install.
12. Once the installation is complete, you will be prompted to restart the computer.
Press OK to restart or Cancel to restart the computer later.
13. When Windows restarts, Print Audit will generate a few messages. Go to the
Database Maintenance Wizard screen.
14. Populate the fields with the correct server name, username and password and
click Next.
15. You will be prompted for a database name; the default name is PRINTAUDIT.
Click Next.
16. Enter a password for the PrintAudit user and click Next. Note the information on
the next screen as you will need it to connect to the database.
17. Click Create and you will receive a message that you have successfully created
the database. Click Done.
18. When this screen closes, you will see the Print Audit window that notifies you that
the database settings are invalid. Click OK to continue and enter the appropriate
database information.
19. If you do not have this window, you can open the Print Audit Communicator
Configuration (START -> Programs -> Print Audit 5 -> Communicator
Configuration). You will get the Print Audit Microsoft SQL Server Login window or
you can choose Set Database from the Tools menu. Populate the fields with the
information from creating the database in Step 16 above.
20. Click on Login and the Client Communicator should start and you should see the
Client Communicator icon in the system tray:
Step #4 - Configure Print Audit 5 and import the data exported from the
Access database
1. If you have Copy Audit devices, copy the ‘PACPDEVICES.DB’ file that you
previously backed up into the following location. This file contains the information
contained within the Print Audit Administrator for each Copy Audit device. You do
not need to add each device manually into the new database.
C:\Documents and Settings\All Users\Application Data\Print Audit Inc\Print
Audit\5.0\CopyAudit
2. Open the Print Audit Administrator and activate the license using the original
License Key information you received.
3. In the Administrator, make any necessary changes to the Client Settings screen.
Save the changes when complete.
4. Go the Client Custom Fields tab. Double click on a blank entry under the Name
field and add each applicable Custom Field name and field type. Click on one of
the Client Custom Fields and then click the Import button in the icon bar. Change
the Import Type to ‘Print Audit 5 Values File’ and browse to the file that you
exported for this field. Click the Import button to import the values for this Client
Custom Field. You will have to do this for each custom field that you exported
previously.
5. Go to the Users tab of the Print Audit Administrator. Click the Import button in the
icon bar and select the file that you saved previously. Click Import.
6. Check all other tabs in Print Audit and update any other settings to be the same
as the Access database.
6. Use the Job Merge Wizard from the Advanced Tools menu of Print Audit 5 to
import the print job data that you exported from the Access database.
Step #5 - Reconfigure the Client workstations to point to the new server
There are a few different options to reconfigure the Client workstations to point to the
new server.
1. The best method would be the same method used to initially deploy the Client.
You will have to create a new Network Installation package and then deploy it.
Please see the following document for more information on creating a Network
Installation:
Print Audit 5 Network Installation Guide
2. You can also use the Print Audit 5 Client Status and Deployment tool to re -point
the Client workstations.
a. Go to the Start Menu, Programs, Print Audit Inc., Advanced Tools and
choose Client Status and Deployment.
b. Click the Query button and enter the domain or workgroup name to query
the domain.
c. You can now select multiple workstations and choose ‘Change Client
Communicator Location’ from the Push menu.
d. Enter the computer name or IP address of the new server and then
choose Update.
e. Either reboot the workstation or have the user logoff and log back in for
the change to take effect.
3. The last option is to update each Client manually.
a. Go to a Client workstation.
b. Open My Computer
c. Browse to C:\Program Files\Print Audit Inc\Print Audit 5\Client and double
click the ‘PA5CCUTL.EXE’ file.
d. Enter the computer name or IP address of the new server and then
choose OK.
e. Either reboot the workstation or have the user logoff and log back in for
the change to take effect.
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