Moving SQL data locations to a new server

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Use the following steps to migrate your FileCabinet CS 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 FileCabinet CS on a SQL Server.
  3. Create a backup the SQL data location from within FileCabinet CS. See Backing up FileCabinet CS SQL database.

    We recommend that you make this backup from within FileCabinet CS 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 FileCabinet CS is installed.
    1. Step 1 identifies the installation of FileCabinet CS.
    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 FileCabinet CS will use to see the new instance and allow database setup.
  5. Setup a new data location in FileCabinet CS that uses the new SQL instance on the new SQL server.
  6. Restore the data location backup to the new SQL Server.
    1. In FileCabinet CS, 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.

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