DVMAX Research Server Migration

Operating Systems: All

Applies to: Facilities who are currently using DVMAX but migrating to a new server

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

Log into DVMAXR Admin client as an Administrative user.
In the DVMAX Research client, click the Setup icon. The Setup window opens.
Click the Security tab.
Select the Administrator user, and click Edit Access. The Tool Box opens.
Click the Groups icon on the left side of the window to change to the Groups view.
Click the Save Users and Groups button below the Groups list. The Save As dialog opens.
Select your Desktop, name the file passwords_today’s date (eg – passwords_October2017) and click Save
Close the Tool Box by clicking the X in the window title bar.
Click Close in the Setup window.
This file will need to be moved to the new server.

Step 2: Turn off Single Sign-On (if applicable)

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.

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

Data

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.

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 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

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

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)

Step 8: Register DVMAX Research as a Service

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

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

Step 11: Turn Database Auditing On

Open DVMAX Client
From the Admin pull-down, choose Setup
Click on the Utilities tab
Click Display in the Advanced Settings section
Read the warning and click I Understand
Click the Functions tab
From the list of methods on the left hand side of the window, highlight audit_SETdbAuditingStateOn
Click Execute
From the list of methods, choose Audit_startProcQueue
Click Execute

Step 12: Turn on Single Sign-On (If applicable)

Log in to the DVMAX Research Client application using the Administrator user name.
From the Admin pull-down, choose Setup
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 True. (Your other Single Sign-On Settings have been saved and do not need to be reconfigured).
Close the window by clicking the X in the window title bar.
Click on the Functions tab
Click Execute Method and enter the method sec_mirrorTo4D then press OK.
Close the window by clicking the X in the window title bar.
Test your configuration by attempting to log in to the DVMAX Research web application. (This should be done before quitting out of the DVMAX Research Admin Client. If the user is unable to log in, contact DVMAX Research Technical Support for troubleshooting assistance).
Quit DVMAXR Admin Client.
On the server choose Database Settings from the Edit pull-down.
Click on the Security Icon
Set the Default User as Administrator or the renamed Administrator user.
If applicable, set the additional check boxes to what is desired. Typically:
Display Users is unchecked.
Users can change their passwords is NOT checked.
Enable User Settings in External File is NOT checked.

Step 13: Rename Published Name for Server (if applicable)

If necessary, you can rename the Database to something unique that identifies it differently from your Development/Production server.
In the Server application, choose Database Settings from the Edit pull-down.
Click the Client-Server tab.
Set the Publication name to whatever you wish.
Quit the DVMAXR Server application.

Step 14: Launch Server As A Service (if applicable)

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

In the DVMAX Client application

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
- dvmaxr.hostname - Make sure this is correct. (This should be the IP address of the server).