BMD International: BMD NTCS: Moving BMD NTCS to a new server/PC

1. Instructions

For the procedure described below, all users must be logged out of BMD NTCS.

1.1. Initial installation with up-to-date installation medium

First, you have to install BMD NTCS on the new computer/server using an up-to-date data medium for initial installation. Please make sure to follow the installation instructions provided with the installation medium. If possible, it is advisable to use the same paths as on the previous system. Ideally, you do not have to change the computer name, for then it will not be necessary to alter any paths and all clients in the network can remain as they are.

PLEASE NOTE!

An update DVD does not contain the SQL installation files that you need for the initial installation of BMD NTCS. You can request a data medium for initial installation and your licence key from the BMD update department (update@bmd.at).

Depending on the operating system that is in use or compatible, the BMD NTCS setup automatically installs the correct version of SQL Server.

Details can be found in the System requirements in the section “Database/operating system versions supported by BMD NTCS”.

1.2. Backup of the database on the old system

Before moving BMD NTCS, you have to back up the database on the old system. To do this, follow the steps below:

Start the SQL Server Management Studio by right-clicking and selecting “Run as administrator”.

Next, expand the tree to display the item “Databases” and right-click on the database "BMD" → Tasks → Back Up…

Screenshot of the function "Back Up…" under "Tasks" in the context menu of the database BMD

Screenshot of the window “Back Up Database – BMD”; a path has been specified and an arrow points to “Add…”

Under “Options”, enable “Overwrite all existing backup sets” and “Verify backup when finished”:

Screenshot of the window "Back Up Database – BMD"; arrows point to "Overwrite all existing backup sets" and "Verify backup when finished".

The progress is displayed in the bottom left corner:

After the backup, you should receive the following notification:

Screenshot of a message stating "The backup of database 'BMD' completed successfully."

1.3. Copying the SQL backup file from the old to the new system

Now you have to copy the SQL backup file from the old to the new system.

In addition, the complete content of the BMDNTCS_PGMDATA share has to be transferred, except for the directories BACKUP, BMD5DB, INI and LOG.

If you also use the document management system (DMS), you need to copy the respective folders as well. You can find the paths that are used in BMD NTCS here:

Search → Paths

Screenshot of the BMD NTCS window; an arrow points to the entry "Paths" in the search bar.

Then start SQL Server Management Studio on the new system and right-click on the database “BMD” → Tasks → Restore → Database…

Screenshot of the option "Database…" under "Tasks" → "Restore" in the context menu of the BMD database

Select the SQL backup of the old system and make the following settings:

Screenshot of the "Restore Database" window with the required settings

Screenshot of the "Restore Database" window; an arrow points to the checkbox for "Restore".

Screenshot of the “Restore Database” window; arrows point to "Relocate all files to folder" (disabled) and the ellipsis button

Under “Options”, select “Overwrite the existing database” and “Close existing connections to destination database”, and make sure that “Take tail-log backup before restore” is not enabled.

The progress is displayed in the top right corner:

Screenshot of the "Restore Database" window; an arrow points to the progress bar.

After the process has been completed, you should receive the following notification:

Screenshot of a message stating "Database 'BMD' restored successfully."

After restoring the database on the new system, you have to start the program \BMDSoftware\BMDDBUpdate.exe once and set the “Login mode” to “Windows login”.

After the login, you can change all entries of the server name as well as the stored UNC paths under
Extras → Miscellaneous service routines → Change server name and network path:

Current path name: \\oldServerName

New path name: \\newServerName

After entering the new server name, you can update the paths by clicking on the field with the refresh symbol (arrow) for the entries to be displayed correctly and cleanly.

Screenshot of the "Change server name and network path" window; an arrow points to "Refresh".

After successfully updating the paths, you will see that the server names of all entries will have been changed to the new server name.

Now, select all paths and confirm the change by clicking “OK”. Then, all paths will ultimately be updated.

Screenshot of the "Change server name and network path" window; an arrow indicates that all paths have been selected.

Once this is done, you can start BMD NTCS.

If the users log in with single sign-on, you have to check the single login file in the BMD NTCS user administration (TOOLS → Tools → Authorisations → Users) for the file to be created.

Screenshot of the menu showing how to open the Users" window

Screenshot of the functions menu; an arrow points to "Check single sign-on file".

If the Windows domain changes as well in the course of the migration, it can be adjusted using the function "Change domain for single sign-on users".

Next, please check the following paths:

TOOLS → Tools → Administration → Paths
TOOLS → Tools → Settings → TOOLS parameters → Overall system → General settings → BMD NTCS service
TOOLS → Tools → Settings → TOOLS parameters → Overall system → General settings → Communication system
TOOLS → Tools → Settings → TOOLS parameters → Overall system → General settings → BMD 5.5 parameters
TOOLS → Tools → Settings → TOOLS parameters → Overall system → General settings → Standard email
TOOLS → Tools → Settings → TOOLS parameters → Application server → General settings → General + Scheduler

DMS paths: Search → Paths

1.4. Moving the clients from the old to the new server

Subsequently, you have to move the clients from the old to the new server. The first step is to uninstall the client via the old server. To do so, run \\<old-server>\BMDNTCS_PGM\BMDNetClient.exe and click on File → Uninstall NetClient

Replace “<old-server>” with the actual name of your old server.

PLEASE NOTE!

If Windows User Account Control (UAC) is active, you have to start the BMDNetClient by right-clicking and selecting “Run as administrator”!

PLEASE NOTE!

If you want to enable the option "Local archive add-ons", you have to close all Microsoft Office programs beforehand!

Screenshot of the option "Uninstall BMDNetClient" under "File"

If the old server does no longer exist, proceed as follows:

Delete the startup entry:
For 32-bit systems under
HKEY_LOCAL_MACHINE\Software\Microsoft\Windows\CurrentVersion\Run
For 64-bit systems under
HKEY_LOCAL_MACHINE\Software\Wow6432Node\Microsoft\Windows\CurrentVersion\Run
Manually uninstall the BMD client service:
Open an administrative command line window and enter the following command:
sc delete BMDClientSvc
Delete the client directory under %ProgramFiles(x86)%\BMDNTCSClients
Rename BMDCLIENT.INI, for example to BMDCLIENT.INI.BAK, under %ProgramData%\BMDNTCS

Now, you can install the client via the new server. To do so, run

\\<new-server>\BMDNTCS_PGM\BMDNetClient.exe and click on the button “Install”.

Replace “<new-server>” with the actual name of your new server.

PLEASE NOTE!

If Windows User Account Control (UAC) is active, you have to start the BMDNetClient by right-clicking and selecting “Run as administrator”!

PLEASE NOTE!

If you want to enable the option “Local archive-add-ons”, you have to close all Microsoft Office programs beforehand!