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Before you start: Make sure you have the DVMAX Administrator password and the current installer. (Contact your DVMAX Representative to obtain a link to download the installer).

 


Step 1: Export Users, Groups and Passwords

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  • In the DVMAX Research client, click the Setup icon. The Setup window opens.
  • Click on the Utilities tab
  • Click Display in the Advanced Settings section
  • Read the Warning and click I Understand
  • Scroll down to the setting security.useSSO and change the value to False
  • Close the window by clicking the X in the window title bar.
  • Click Close in the Setup Window
  • Exit DVMAX Research Client. From the File menu, select Exit.  


Step 3: Install current software (most current is v3.1) on new server

  • Double-click on the DVMAX Research installer icon
  • When the InstallShield Wizard opens, click Next
  • Accept the terms in the license agreement and click Next
  • Choose the destination where you would like to install the server application and click Next. The default location is the C: drive. If you would like to install the application in a different location, click Change and select a new destination.
  • Choose to install DVMAX Research Server and click Next
  • The applications are ready for installation. Click Install.
  • You will also need to install a PDF Creator application. Select Language for this part of the installation and continue through the installation of this application.
      ** If the PDF Creator installer does not open automatically please contact your DVMAX Research representative for a link to download a stand-alone version of the installer.
  • When the install has completed, click Finish to close the InstallShield Wizard.

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Step 4: Move Data and Images from Old Server to New Server

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  • Locate your DVMAX Data on the old server typically located in:
    Windows: C:/, or D:/, DVMAXResearch/Server/Data
    Macintosh: Macintosh HD:: or Macintosh HD::Users::home::Documents::
  • Move the Data folder from the old server to the new server into the same or similar location.  You can do this via an external hard drive or over the network.

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Images

  • Locate your DVMAXR_Images folder on the old server typically located in:
    Windows: C:/, or D:/, DVMAXResearch/Server/DVMAXRServer/DVMAXR_Images
    Macintosh: Macintosh HD:: or Macintosh HD::Users::home::Documents::
  • Move the DVMAXR_Images folder from the old server to the new server and replace the empty DVMAXR_Images folder that came with the fresh install.

 


SSL (Cert and Pem Key files) - Only if applicable 

  • Locate your cert.pem and key.pem files on the old server located in:
    Windows: C:/, or D:/, DVMAXResearch/Server/DVMAXRServer/Server Database
    Macintosh: Macintosh HD:: or Macintosh HD::Users::home::Documents::
  • Copy the cert.pem and key.pem files and replace them on the new server.

 


Step 5: Launch DVMAX Server

  • Launch the DVMAX Research Server program locally (not as a service)
  • You will get a message that no datafile has been found
  • Choose Open
  • Point to your Datafile, typically located in C:/DVMAXResearch/Data/ folder.
  • If doing an upgrade, your datafile will be converted and upgraded at this time. The time needed will vary based on the size of your datafile.
    • The upgrade will be complete when all progress bars disappear, and the server console UI appears 

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Step 6: Set Server Backup Preferences

  • From the Edit pull-down, choose Database Settings…
  • Click on the Backup Icon
  • Set the Scheduler to your sites preferences. This is typically set to backup every day sometime in the middle of the night.
  • Click on the Configuration Tab
  • In the Attachments section click Add File. Navigate to the .4DIndx file stored in your Data folder. (It will have the same name as your datafile with the extension .4DIndx).
  • In the Backup File Destination Folder Section choose the location in which you would like your backup stored. (Click on the … icon next to the default destination to change the path).
  • In the Log Management Section, check the Use Log File if it is not checked already.
  • If you are turning this on for the first time, a dialog will appear asking to save the new journal file.
  • Leave the default name, and save it  in your Data folder.
  • No changes need to be made to the default settings on the Backup and Restore Tab
  • Click OK to save changes
  • Manually initiate a backup - From the file pull-down, choose Backup 

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Step 7: Set Cache Settings

  • Go to the File menu and choose Database Settings.
  • Click on the Database / House icon.
  • Click on the Memory tab.
  • Change the Maximum Size to a higher valiue, depending on your system.
  • If you're running Windows 64-Bit Server, set the Maximum size to 3-4 GB, if you have the free memory.
  • If you're running Macintosh Server, set the Maximum size below 2 GB. (We recommend 1500 MB)
  • The other values listed on this page should be left at their defaults. Changing any other values could have an adverse affect on your system. 
  • Quit and re-launch the DVMAX Research Server Application for these changes to take effect. (This can be done following the steps in the next section)

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Step 8: Register DVMAX Research as a Service

  • Go to the File menu and choose Register Current Database as Service

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Step 9: Install DVMAX Research Client

  • From the start menu, choose Control Panel
  • Choose Add or Remove Programs
  • Find DVMAX Research and Click Change
  • When the InstallShield Wizard opens, click Next
  • Keep Modify bulleted and click Next
  • In front of the DVMAXRSetupClient option, click the down arrow and select to install
    • Make sure DVMAXRServerx64 is still selected
  • Click Next
  • Click Install
  • When the install has completed, click Finish to close the InstallShield Wizard. 

 


Step 10: Import Users and Passwords

  • Log in to the DVMAX Research Admin Client using the user name Administrator and no password
  • From the Admin pull-down, choose Setup. The Setup Window opens
  • Click the Security tab.
  • Click Edit access. The tool box opens.
  • Click the Groups icon on the left hand side of the window to change to the Groups view.
  • Click the Load Users and Groups button below the Groups list.
  • The Open dialog displays
  • Select your desktop and select the file you saved during step one. Highlight it and click Open. All users and passwords are loaded with the exception of the Administrator password. If you need to enter a password for Administrator, do so now by clicking 'Edit'. If you will be configuring Single Sign-On, do not enter any passwords in DVMAX.
  • If you are using Single Sign-On, change the Administrator name by clicking on the user and renaming it.
  • Quit DVMAX Client and log back in before making any other changes in the datafile

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Step 11: Turn Database Auditing On

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  • Quit DVMAX Research Server application running locally on the machine. (File pull-down/Quit)
  • Right-click on My Computer
  • Choose Manage
  • Click on Services and Applications
  • Click on Services
  • Highlight 4D Server: DVMAXR and click Start

 


Step 15: Verify KV Settings

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  • From the Admin pull-down, choose Setup
  • Utilities tab
  • Click Display
  • Click I Understand
  • At the bottom of the Advanced Setting window, there is a filter box
    • Image.autoImportFolder -  Folder in which lab results will be placed. DVMAX will sweep this folder and attach the images to the animal record. This is for auto-image import for Pfizer. Also make sure this folder exists on the new server.
    • dvmaxr.hostname - Make sure this is correct. (This should be the IP address of the server).

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Related Links

Setting up Mirroring https://dvmaxkb.atlassian.net/wiki/spaces/DR/pages/11632646/Setting+up+a+Mirror+Disaster+Recovery+System