Move database servers & restore the database using SQL Management Studio

There are a number of steps required to successfully move Synergy from your existing database computer to a new or different database computer location.

Please follow these steps if the version of SQL that to be installed on the new server, is different to the version of SQL on the old server.

Tips:

Summary of what needs to be carried out

Upgrade your existing database server

Install the software on the new database server

Configure Microsoft SQL on the new database server

Backup the data from the existing database server

Move the data to the new database server

Step 1 - Old database computer > Download the installer

You need to install the latest version on the new database computer, we'll download it first and then make sure both computers are on the same version.

ClosedComplete the following steps:
  1. Open Synergy.
  2. Select File > Database.
  3. Select Download the latest installer.
  4. When prompted if you want to run select Yes. The installer will commence.
    If prompted that you are on the latest version, continue to Step 2.  
  5. Log back into Synergy, if prompted to upgrade select Yes. Refer to Upgrade database for more information. 

Step 2 - Old database computer > Copy the install files

At the first step the latest installer was downloaded, we'll now move that over to the new database computer.

ClosedComplete the following steps:
  1. Open the Synergy directory on the old database computer. Refer to Office Settings, if you're not sure where that is. 
  2. Open the Client Installer folder.
  3. Open the Synergy Practice Management folder.
  4. Select the most recent folder - the latest version of Synergy is 4.9.10.
  5. Copy and paste to a directory on the new database server (burn to CD or copy to external drive if required).

Step 3 - New database computer > Install the software

ClosedComplete the following steps:
  1. Browse to the directory copied at Step 2 - Item 5.
  2. Double click the setup.exe. Refer to the Install step by step for more detailed instructions. Please print and work through the instructions. Note these instructions are for a new install, disregard the last page. 
  3. The installer will commence. Allow all prerequisites to install, followed by the Synergy Practice Management application. 

Step 4 - New database computer > Install SQL server

ClosedComplete the following steps:
  1. Follow the instructions for installing your version of SQL. The supported versions are: SQL 2008 Express R2, SQL Express 2012, and SQL Express 2014. The recommended version is SQL 2012, Express or Enterprise editions.
    If you have not installation files then click here  to download the files now.
  2. Install SQL 2012 Management Studio. For a step by step guide on how to complete the install : Click here
    Download the installation files from Support in Synergy Cloud Services :
    1. 32 bit installer click here
    2. OR 64 bit installer click here

Tips:

Step 5 - Old database computer > Backup the database

It's important to request any users to discontinue using Synergyuntil the following steps are complete.

ClosedComplete the following steps:
  1. Login to on the old database computer.
  2. Select File > Database > Database backup. Refer to the Backup help files for more information. 
  3. Select Quick Backup.
  4. Select Finish.
  5. The folder will open. Copy the .bak file dated today to your new database computer. NOTE: DO NOT place the file on the desktop.  

Tip: If you've had a system crash, obtain a backup from your system backup.

Step 6 - New database computer > Restore the backup

ClosedComplete the following steps:
  1. Open 'Microsoft SQL Server 2008 R2 Management Studio' on the new database computer.
    Find this at Start > All Programs > Microsoft SQL Server 2008 R2 > SQL Server Management Studio.
  2. Login to SQL Server. The username is 'sa' and the recommended password is either 'Synergy2008' for SQL2008 R2, 'Synergy2012' for SQL2012, or 'Synergy2014' for SQL2014.
    NOTE: If you created a customised password in Step 4 'Installing SQL on the server', then please enter this here.
  3. In the Object Explorer panel, highlight the 'Databases' folder.
  4. Right mouse click the Databases folder and select the 'Restore Database' option.
  5. A pop-up will be shown. Select 'From Device' in the 'Source for restore' section.
  6. Browse to the backup file as created and copied at Step 5 (item 5 in the list).
  7. Check the 'Restore' box, in the 'Select the backup sets to restore' table.
  8. In the 'Destination for restore' section, use the 'To database' drop down to select 'Synergy' from the list.
  9. Go to the Options page (using the Select a page panel on the left), and check the 'Overwrite the existing database (WITH REPLACE)' box in the 'Restore Options" table.
  10. Go back to the General page. Confirm that the Synergy database is shown, and the restore check box is selected. Press OK.
  11. The restore process can take a few minutes. Follow the progress in the bottom left corner of the screen.
  12. When the restore is complete a pop-up is shown. Press OK.
  13. You can now close Management Studio. Restoring the database backup is complete.

Tip: For Instructions to complete this task which include screen shot images for each step, please click here.

Step 7 - New database computer > Connect to the database

A database doesn't need to be created on the New computer, instead a connection is created that links to a database name 'Synergy'. In a step further on, the database from your Old computer is restored into this connection. 

ClosedComplete the following steps:
  1. Open Synergy.
  2. Select File > Connection Wizard.
  3. Select Connect to an existing database.
  4. Select Enter the settings.
  5. Enter the Connection Wizard Settings - refer to the following guide, though these are the details entered when the Synergy instance was created.

Server Name - this will be the SQL instance name i.e. <server_name>\synergy

Database Name - enter Synergy

SQL User Name - this is always sa unless otherwise stipulated if using Full SQL

Password - the default is either ' Synergy2008' for the SQL2008 R2 edition, 'Synergy2012' for SQL 2012 edition, or 'Synergy2014' for the SQL 2014 Express edition.

  1. Select Finish. Click Yes to the message that appears. 

 Step 8 - Move the application directory

ClosedComplete the following steps:
  1. On the OLD DATABASE COMPUTER - browse to the location of the directory (as mentioned at Step 2 - Item 1), and copy the whole Synergy directory.
  2. On the NEW DATABASE COMPUTER - paste the Synergy folder to the desired location. This must be in a shared location should you have other users accessing it. 

It is very important that even though you may have chosen not to use the Synergy directory to save files to the Project directory, you will still need to move this directory for other areas to function properly. 

Step 9 - New database computer > Final setup

Check the network path is correct

The database stores a path to the Synergy directory and determines where the Project folders and templates are created and stored. It is very important this path be changed within the database before users recommence using Synergy. 

ClosedComplete the following steps:
  1. Login to Synergy.
  2. Select Tools > Office settings > Network.
  3. At server location, browse to the new location where the Synergy directory resides - though DO NOT SELECT the Synergy directory.

an example of the Server location path

  1. Save and close.

Tip: If you have a problem logging back into Synergy, go to File > Database > Logged in users and remove anyone listed here.

ClosedRecreate the backup
  1. Login to Synergy on the new computer.
  2. Select File > Database > Database Backup.
    Please refer to Create a backup topic for instructions on how to complete this task.

Tip: Please contact Synergy Support if you require assistance in recreating the backup.
Phone: +61 2 8197 9000 between 8:30AM and 5PM AEST, or email support@totalsynergy.com.au

ClosedRecreate the database connection for PCs
  1. Login to Synergy on the new computer.
  2. Select File > Database > Rebuild Default database connection.xml.
  3. The system will validate the connection file.
  4. Select Rebuild. A new file will be created within the Synergy directory. 

Step 10 - Old database computer > Lock the database

Once you're certain everything is working and in the right place, we can tidy up the directory on the old computer and lock the database. This will ensure users don't accidentally connect to the old database or save files to the old directory. 

ClosedComplete the following steps:
  1. On the OLD DATABASE COMPUTER browse to the Synergy directory. Delete OR rename it to something else - other than Synergy. 
  2. On the OLD DATABASE COMPUTER open Synergyand select File > Database > Lock Database.

Step 11 - Reconnect the PCs

The PCs would have been pointed to the Old server, so now we need to connect the PCs to the New server.

ClosedComplete the following steps:
  1. Open on a computer using Synergy.
  2. Though don't login, select File > Connection Wizard.
  3. Select Connect to an existing database.
  4. Select Browse the network.
  5. Locate the Synergy directory on the new database computer and select the Default Database Connection.
  6. Select Open.
  7. Login to Synergy.  
  8. Repeat on each PC using Synergy.

You can now continue using Synergy Practice Management.

Want to learn more?

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