How to Relocate a Rest Professional Database

Overview

The following instructions will help you relocate your Rest Professional 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

Please allow additional time if the following additional products are in use

• If this server is also the File Smart server, the File Smart components must be relocated by MRI Software, if you require a File Smart server relocation please refer: How to Relocate a File Smart Server
• REST Communicator, (check Programs & Features for 'Rockend Web Access'), this must be uninstalled from the old server and installed on the new server. Refer to REST Communicator Installation Guide for the relevant instructions
• Rest Messenger, (check Programs & Features for Rest Messenger), this facilitates holiday bookings from YesBookIt, if it is still required refer: How to Install REST Messenger 

Ensure the new server meets the system requirements: Rest Professional System Requirements

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

Refer to our Knowledge Base article: How to Install Rest Professional onto a New Computer 

Steps

1. Ensure all users are out of Rest Professional. You can view active users within Rest Professional (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 Professional 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 Professional backup wizard)

7. Reconfigure the Rest Professional 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 Professional (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 the File Smart client is installed, (Open each Rest Professional Database and select Other Utilities > Document Management Configuration). If so, please perform the following checks on the File Smart Server:

• Ensure Rest Professional is reconfigured for the new location (Step 7)
• Review windows task scheduler “RESTEverydayJob”, ensure the windows user configured for this job has sufficient permission to reach the new REST share(s) (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.