Move database servers & restore the database using Synergy

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 to be installed on the new server, is the same as the version of SQL on the old server.

If the new server will have a different version of SQL installed, please follow these steps: Click here.

 

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.

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

Step 3 - New database computer >Install the software

Step 4 - New database computer > Install SQL server

Tips:

Step 5 - 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. 

Step 6 - Old database computer > Backup the database

It's important to request any users to discontinue using Synergyuntil the following steps have been completed.

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

Step 7 - New database computer > Restore the backup

 Step 8 - Move the application directory

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

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

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. 

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.

You can now continue using Synergy Practice Management.

Want to learn more?

Looking for more help? Try reviewing the following topics: Concept Link IconView Topics

 

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