Technical Notes, Zetadocs

HOWTO: Move the Zetadocs Archive Service to another server

ZTN4289

ID: ZTN4289

This Zetadocs technical note applies to:

  • Version 6.0 of Zetadocs for Microsoft Dynamics NAV
  • Zetadocs Express

Summary

This technote details the steps required to move the Zetadocs Archive Service and associated database from one server to another whilst maintaining functionality.

The Zetadocs Archive Service utilizes the Zetadocs Archive folder on your network to store the archived documents.  As the folder can be stored on a separate machine, moving it is not covered in this technote.  For information on how to move the Zetadocs Archive folder please see the links in the references section.

More information

Please Note: When moving the Zetadocs Archive Service you should attempt to keep the contents of the Zetadocs Archive folder in sync with the details stored in the Zetadocs Archive database. As such it is best done when users are not actively adding items to the archive.

Pre-requisites

The steps below make use of the Microsoft SQL Management Studio which is available from Microsoft as a free download here.

Moving the Zetadocs Archive to a new server machine

The Zetadocs Archive Service should be run on the same server as the Zetadocs Archive database, so in order to move the service, the database has to be moved as well. 

The steps below include instructions for backing up the Zetadocs Archive database on the original server and then restoring it on the new server.

Backing up the Zetadocs Archive database

  1. Go to the start menu and search for Services.msc.
  2. Stop the Zetadocs Archive Service.
  3. Next open Microsoft SQL Management Studio and connect to the ZETADOCS instance by selecting < exampleservername> \ZETADOCS and pressing Connect.
  4. In the Object Explorer window select Databases and right click on ZetadocsArchive and select Tasks -> Back Up…
  5. The Back Up Database – ZetadocsArchive window will appear, ensure the Backup type is set to Full.
  6. In the Backup set section specify a suitable name and description for the backup.
  7. In the Destination section specify a suitable location for the backup and select OK.
  8. The SQL Management Studio will let you know when this has completed, locate the backup and copy this to a secure location.

Installing the Zetadocs Archive Service on the new server

The next stage is to install the Zetadocs Archive Service and associated prerequisites onto the new server so that we can restore our backed up files.

  1. Locate the Zetadocs Archive Service folder of your product download and run the Setup.exe file, this will:
    1. Install SQL Express (or add a new instance if already installed)
    2. Install the Zetadocs Archive Service
    3. Create a SQL database for indexing and metadata
  2. Once this is complete you are ready to restore your Zetadocs Archive database backup.

Restoring the Zetadocs Archive database backup

  1. Go to the start menu and search for Services.msc.
  2. Stop the Zetadocs Archive Service.
  3. Copy your Backup file (.bak) to the C:\Program Files\Microsoft SQL Server\MSSQL10_50.ZETADOCS\MSSQL\Backup folder or the equivalent location on your machine.
  4. Next open Microsoft SQL Management Studio and connect to the ZETADOCS instance by selecting < exampleservername> \ZETADOCS and pressing Connect.
  5. In the Object Explorer window select Databases and right click on ZetadocsArchive and select Tasks -> Restore -> Database…
  6. In the Source for restore section select the From device: radio button and click the button at the end of the field.
  7. This opens the Specify Backup window, set the Backup media to file.
  8. Click the Add button and specify the location of your backup file before clicking OK.
  9. Return to the Restore Database window and click OK, SQL Management Studio will let you know when this has completed.
  10. Go to the start menu and search for Services.msc.
  11. Start the Zetadocs Archive Service.

Updating your Settings in NAV

Now that we have installed and configured the Zetadocs Archive Service on the new server we need to adjust the settings in NAV to match.

  1. Open the Windows Client and in the Navigation Pane select Departments  >   Administration > Application Setup > Zetadocs Setup  >   Zetadocs General Settings.
  2. Adjust the Zetadocs Archive service address to point to the new location on your network where this has been installed e.g. http://example-server/ZetadocsArchive.
  3. Open a Zetadocs configured record in NAV and drag and drop a document into the Document Factbox to archive it. The document should be stored in the archive with a corresponding entry in the Documents Factbox.
  4. Next locate an existing record in NAV, for which a document has already been added to the archive, ensure that the document appears in and can be viewed from the Documents Factbox.

Uninstalling the Zetadocs Archive Service from the old server

Now that we have backed up and migrated the database we can uninstall the Zetadocs Archive Service on the old server.

  1. Go to Add/Remove Programs and uninstall the Zetadocs Archive Service.

References

ZTN4291-HOWTO Backup and Restore a network folder based Zetadocs Archive

ZTN4300-HOWTO Move the Zetadocs Archive folder to another location

ZTN4299-HOWTO Install the Zetadocs Archive on Windows Server 2003

Last updated 4th December 2013 (MW/)