How to Relocate a Rest Professional Database

Overview

The following instructions will help you relocate your Rest Database to a new server, repeat these steps for all databases (i.e Rentals and Sales)

NOTE: We recommend that these steps are performed by your IT Technician with sufficient planning and testing


Ensure the new server meets the system requirements: http://www.rockend.com.au/rest-system-requirements

An installation of Rest Professional will also be required on the server, either before or after relocating the Rest Database. Refer to our Rest Knowledgebase.

Steps

  1. Ensure all users are out of Rest.  You can view active users within Rest (Other > Active User List)

  2. For each database being moved, determine the current location of the database folders (Help>About REST>REST Info>File Locations)

  3. Create a new Windows Share on the new location and ensure Caching is disabled (Share > Advanced Sharing > Caching > No files or programs from the shared folder are available offline)

  4. Confirm the appropriate Windows User Permissions have been configured under the share as well as the Security tab (i.e. Modify permissions for Everyone)

  5. Using Windows explorer copy and paste all database folders to the new location. A Rest Database consists of the following folders: Data / Documents / History / Images / Log / Quickbak / Upgrade / Word

  6. Rename the BackupLog file under Log\BackupLog (previous backup paths may slow the REST backup wizard)

  7. Reconfigure the REST workstations, on each workstation rename the ConfigDataSources folder (i.e: c:\REST\ConfigDataSources\), launch Rest Professional and follow the database connection wizard.  Additional database can be added in REST (Files > New Database > Database Wizard) Ensure other relevant servers are updated such as File Smart

  8. Open REST Professional and change any required file paths for example:

    • SMTP Server: Other > Utilities > System Options > SMTP

    • 1Forms: Other > Utilities > System Options > System

    • Custom Logos: Other > Utilities > Company Details > Defaults

    • Tenant Direct Debit and Bpay: Other > Utilities > Company Details > General

    • Bank Downloads: Other > Utilities > Company Details > Charges/Taxes > Configure / View

  9. Check if Rest Messenger is installed (check Programs & Features for Rest Messenger), this facilitates 3rd party providers that the client may be subscribing to such as YesBookIt and My Desktop

  10. Check if Rest Communicator is installed (check Programs & Features for Rockend Web Access), this must be uninstalled from the old server and installed on the new server. Refer to the REST Communicator Installation Guide for the relevant instructions

  11. Check if File Smart is in use (Open each Rest Database and select Other Utilities > Document Management Configuration).  If so please perform the following checks on the File Smart Server:
  • Ensure Rest is reconfigured for the new location (Step 7)
  • Review windows task schedule “RESTEverydayJob”, ensure the windows user configured for this job has sufficient permission (Refer Step 4)
  • Review all Rockend window services, ensure the windows user configured for these services has sufficient permission (Refer Step 4)

NOTE: We strongly recommend disabling the old share to protect any workstations that may have been missed.

29/10/2019 4:31 pm AEDT

Still need help?

Request a New Article

Popular Articles

New Articles

Updated Articles