Will Jenrette

Thank you for your quick reply, Phil.

We are using MS SQL on a separate server.  The documents are on the local Docuware server.

My expectation was to change the servername to avoid conflicts with the live server.  Like you mentioned, once that is changed, a lot of services and links will no longer work.  I understand that this is a complicated scenario, however, I am trying to be proactive in the upgrade process.  I want to avoid our previous experiences with upgrading from 6.10 to 6.12.  In my opinion, the DW7 upgrade will be much more impactful than our previous one.  I do not want to install it 'blind' on our live server to find issues like before.

From your reply, would you recommend that I contact our account rep to move forward?  

Thanks again for your insight.  This is extremely helpful.

-Will

Hello,

I'm preparing a DW 6.12 test environment to test both the upgrade from DW6.12 to DW7 and the new features and functionality of DW7.  My plan is to mirror our current live DW6.12 system, however, I've been hit with a few hurdles.  I built the system from scratch and ran the 'Restore Organization Settings' option.  This however, did not restore all data.  Most notably it excluded the users, groups, and roles.  The data is within the tables, just not in Docuware Administration.  

It has been suggested to attempt a P-to-V restore into our virtual environment.  This should work, however, I have a few concerns regarding a potential mirrored server.  What changes would I need to make to the virtualized test environment to avoid interfering with our live server?  I am new to restoring a physical server to a virtualized environment, so please forgive my ignorance.  As an example, we have an SMTP server connection in Docuware that isn't needed in the test environment.  Is there an issue with having both the live and test environments the same SMTP connection?

Thanks,

-Will