Important Note:
Moving a DocuWare system is a complex process that can be even more difficult in case of different constellations schema of databases, operating systems and DocuWare versions. This process requires a deep technical understanding of DocuWare. Our experience has shown that problems can be caused by errors or inaccuracies during the execution of this process. The move of a DocuWare system to a new server or the move of components of a DocuWare system, as well as problems resulting from the move of the system from one server to another, are therefore not part of our Support Services. If you need support or assistance from DocuWare Support, we can offer this on a time and material basis only. In this case, we recommend that you contact our Professional Services department in advance of such a project by sending an email to professional.services.emea@docuware.com or professional.services.americas@docuware.com
This article describes how to migrate the entire DocuWare system including the database to a new server.
For a migration of an Internal MySQL database, please check the following KBA-37402
Migration & Upgrade
If you plan a migration and an upgrade of your system, please follow these instructions:
First you must migrate the existing DocuWare system to the new server. Please install the same DocuWare version on the new server as on the old server.
Note: The direct installation of a newer DocuWare version does not work and is not supported! Even with the help of the so-called "Upgrader Tools", you will not get error-free results. So please follow these instructions.On the new server, you must check the most important functions like search, display, store, ...
After this you can start the upgrade to a newer version of DocuWare.
New machine:
Setup and configure the new machine according to the system requirements for the DocuWare version in use
Copy the DocuWare Setup from the old server to the new one
Copy the license from the old server to the new one
Ensure that you use a license file with the same organization name
Create any mapped drives required for storage locations
Create the DocuWare Service User - please note the following article: KBA-36218
If necessary, install the same database server in the new DocuWare server that you use on the old server:
Note: The version of the database may be different. Please note the downward compatibility of your database.
Old machine:
Stop all DocuWare servers and application pools on the old server.
Use the appropriate applications to create backups of all DocuWare databases:
dwsystem
dwdata
dwlogging (optional, if you use it please copy)
dwnotification
dwnotificationbackup (optional, if you use it please copy)
dwworkflowengine
The following steps must be done with great care. Once completed, and the Server Manager program exited, you will not be able to use it again on the current machine. Any mistakes will also stop you from running it on the new machine.
Please be advised that DocuWare will no longer run on the existing machine after these steps. Please prepare the following information:
The DocuWare Service username and password from the new machine.
The Machine name of the new server.
The database user name and password.
A backup of the existing system database -fully verified.
Preparation of database for Migration:
Start ONLY the DocuWare Identity App Pool, DocuWare Platform Services App Pool and DocuWare Settings App Pool
Start the DocuWare Server Manager program.
Step 1: Modify the Database connections
Note: You can skip this step, if the database server will not change.Navigate to Database connections > Authentication
Change the Server to point to the new machine name, where the database server is installed.
Note: If the database user name and/or password are different on the new server, then change those now as well. Do not test any of these connections.Repeat the same changes for all other database connections, which point to the same server like Content, Logging, Notification, and Workflow Engine.
Step 2: Modify the Fulltext connection
Note: You can skip this step, if the Fulltext server is installed on a separate machine.Navigate to System Connections > External DocuWare Services > Default Fulltext connection
Change the Tomcat URL, only if the new Fulltext server is on the new machine.
Step 3: Modify Web connections
Navigate to System Connections > Web Connections
Modify the Internal address and Http root directory as needed.
Note: Make sure that both URLs end with a /If there is only one Web connection, once the connection has been changed you will be logged out of the Server Manager.
Installation on New Server:
Backup the modified dwsystem database and name it appropriately to differentiate it from the previous unmodified backup.
Import the backuped databases to the new database server.
Make sure to import the modified dwsystem backup instead of the original backup.
Start the DocuWare Setup with the same version that was installed on the old server.
When asked choose "Extend an existing DocuWare System".
Enter the credentials for the new database server and follow all instructions.
Install all server roles (Frontend, Backend, Fulltext, Server Messaging) as needed.
Once installation is complete
Before allowing DocuWare to be accessed by users ensure that these steps are carried out:
Copy all storage locations for documents and document trays if they exist on the server machine.
Copy the Fulltext indexes from the old machine to the new machine (if Fulltext has been migrated)
Copy merge form data from C:\ProgramData\DocuWare\SystemStorage on the old machine to the new machine.
Redeploy Fulltext on all file cabinets that are Fulltext enabled using Configurations > File cabinets: Uncheck the Fulltext box, Save, recheck the Fulltext box, and save.
Repeat the uninstall / reinstall steps on All DocuWare Frontend and Backend servers.
If Fulltext is on its own machine, then no uninstall/reinstall is required.
Test the system.
KBA is applicable for On-premise Organizations ONLY.