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

SSL (Cert and Key files) - Only if applicable 

  • Locate your cert.pem and key.pem files 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 put them on the desktop or another folder, these keys will be replaced after the new version has been installed.

Unregister the 4D Service

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***IF YOU ARE GOING TO BE CONFIGURING SINGLE SIGN-ON YOU MUST MAKE A COPY OF THE DATAFILE BEFORE MOVING FORWARD. WITH THE RELEASE V2.1 and higher THERE IS NO WAY* TO LOG BACK IN TO THE DATA IF SSO CONFIGURATION IS CONFIGURED INCORRECTLY***
* If using ODBC we can work with you to configure an ODBC connection to change the SSO setting an enable you to log in.

SSL (Cert and Key files) - Only if applicable 

  • Locate your cert.pem and key.pem files that were copied before the application was uninstalled.
  • Then replace the copied files (cert.pem and key.pem) with the default pem files that were installed
  • The typical path is: 
    Windows: C:/, or D:/, DVMAXResearch/Server/DVMAXRServer/Server Database
    Macintosh: Macintosh HD:: or Macintosh HD::Users::home::Documents:


Launch DVMAX Server

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

 


Set Server Backup Preferences

  1. From the Edit pull-down, choose Database Settings…
  2. Click on the Backup Icon
  3. Set the Scheduler to your sites preferences. This is typically set to backup every day sometime in the middle of the night.
  4. Click on the Configuration Tab
  5. 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).
  6. 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).
  7. In the Log Management Section, check the Use Log File if it is not checked already.
    1. If you are turning this on for the first time, a dialog will appear asking to save the new journal file.
    2. Leave the default name, and save it  in your Data folder.
  8. No changes need to be made to the default settings on the Backup and Restore Tab
  9. Click OK to save changes
  10. Manually initiate a backup - From the file pull-down, choose Backup

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Set Cache Settings

  1. Go to the File menu and choose Database Settings.
  2. Click on the Database / House icon.
  3. Click on the Memory tab.
  4. Change the Maximum Size to a higher valiue, depending on your system.
  5. If you're running Windows 64-Bit Server, set the Maximum size to 3-4 GB, if you have the free memory.
  6. If you're running Macintosh Server, set the Maximum size below 2 GB. (We recommend 1500 MB)
  7. 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. 
  8. 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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  1. Log in to the DVMAX Research Admin Client using the user name Administrator and no password
  2. From the Admin pull-down, choose Setup. The Setup Window opens
  3. Click the Security tab.
  4. Click Edit access. The tool box opens.
  5. Click the Groups icon on the left hand side of the window to change to the Groups view.
  6. Click the Load Users and Groups button below the Groups list.
  7. The Open dialog displays
  8. 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.
  9. If you are using Single Sign-On, change the Administrator name by clicking on the user and renaming it.
  10. Quit DVMAX Client and log back in before making any other changes in the datafile

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Turn Database Auditing On

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