Notes:

• The DocuVault may not reside on the same server as Microsoft Exchange. There are certain Internet Information Services settings which make the DocuVault incompatible with Microsoft Exchange Server.


• Document Management and DocuVault require that Internet Information Service (IIS) be installed and active on the DocuVault and Accounting servers if they are separate.

  For security and performance reasons, Microsoft recommends that you avoid installing IIS on a domain controller. Domain controllers that include IIS, such as Windows Small Business Servers, may require custom configuration to work with DV and DM.

  To avoid these issues, we recommend that you do not install DocuVault or Document Management on a Windows Small Business Server or domain controller.

  Learn more about IIS in the Document Management User's Guide.

Move the DocuVault to a new server or location as follows:

Follow these steps to manually back up the DocuVault on the original server:

1. Have all operators exit Document Management.
2. At the server that contains the DocuVault, log on as the server administrator.
3. Browse to and double-click the DocuVaultMaintain.exe file (typically found at C:\TSDV\Server\).
4. In the DocuVault Maintenance window, select the Backup tab.
5. Select Prepare for Offline Backup; then click Execute Command.
   
   Note: Before you perform a manual backup, you must execute the Prepare for Offline Backup command. If you do not execute this command first, any backup that you make is unusable.


6. When the command finishes, the DocuVault Maintenance window displays Ready for offline backup.
7. With third-party backup software, create a new backup job. In the job name, indicate that this is a full DocuVault backup.
8. Back up the entire Document Management folder (at drive letter:\ProgramData\Sage\DocumentManagement) and the entire TSDV folder (at drive letter:\TSDV). Refer to the Related Resources section for the article on how to backup.

On the New server:

1. Install the DocuVault at the new server. Refer to the Installation Guide found in the Documents folder included on the installation folder for detailed instructions on how to install the DocuVault.
   Note: You must have a valid USB security key to install the DocuVault to your new server. If you are installing the DocuVault for versions 9.6.1 and later, insert the USB key before you begin the installation. If you do not have an extra USB key, remove the USB key from your old DocuVault server and use it to install DocuVault on the new server according to the installation instructions.


2. Launch Document Management on the server and test functionality before performing the migration tasks. You will need to run through the Setup Wizard before seeing the Inbox and Scan tasks. If you do not see any tasks, you may need to troubleshoot IIS functionality.
   Note: Reminder, you MUST be logged in using a network account that is linked to a Sage user that is both an Application Administrator and Security Administrator along with a DM Tasks user.

Restore the backup of your DocuVault to the new server as follows:

1. At the new server that contains the DocuVault, log on as the server administrator.
2. Browse to and double-click the DocuVaultMaintain.exe file (typically found at C:\TSDV\Server\).
3. In the DocuVault Maintenance window, select the Backup tab.
4. Select Prepare for Offline Backup; then click Execute Command.
   
   Note: Before you restore a backup, you must execute the Prepare for Offline Backup command. If you do not execute this command first, any restoration is unusable.


5. To ensure a clean restore, use Windows Explorer to rename these file and folder names as in the examples below.

   Original folder name and path:	Rename the folder as:
   [X]:\TSDV\Server\db_prog.exe_collateral	db_prog.exe_collateral_temp
   [X]:\TSDV\Server\Logs\db_prog.exe_collateral	db_prog.exe_collateral_temp
   [X]:\ProgramData\Sage\DocumentManagement	DocumentManagement_temp

   Note: [X]:\ represents the drive letter and path where your DocuVault is installed on the new server.

6. Browse to the backup of your DocuVault from the old server.


7. Replace the files you renamed in step 5 with the files and/or folders from your full backup of the old server.
8. Browse to the DMServerName.xml file at :
   • C:\ProgramData\Sage\DocumentManagement\Version X.0\DMClient\).
   • Right click DMServerName.xml and choose Edit
   • Change the server name in DMServer ServerName="server name" to the new server name and then close the file.

9. Update the location of the log files as follows:
   
   Stop the Cypress hub on the new server if it is currently started.

   1. Launch Command window
      • Select START menu,
      • Type cmd in the Search dialogue box, click ENTER
   2. Type X:\TSDV\Server\db_prog -update X:\TSDV\Server\Logs * * *
      Notes: When you type the command, at the end of the path, there are three spaces. After \Logs, type a space, asterisk, space, asterisk, space, asterisk. The command will not work if you do not include these spaces.
      • Example: If you installed your DocuVault to D:\Timberline, then at the DOS prompt type D:\Timberline\TSDV\Server\db_prog -update D:\Timberline\TSDV\Server\Logs * * *
10. Launch the Docuvault Maintenance window.


11. Select Resume from Offline Backup; then click Execute Command.
    Note: When the command finishes, a db_prog.exe window may be open. When this window displays DocuVault READY, close or minimize the db_prog.exe window.


12. When the DocuVault Maintenance window displays DocuVault is back online, click Close


13. If you are performing an upgrade at the same time as the migration, you may need to upgrade Document Management to your new version. Perform the following if you are upgrading to version 15.1 or if you are going to version 16.1 from a version prior to 15.1.
    1. Launch the Sage Document Management installation from the disk image and select the option to upgrade your data.
    2. Launch Settings from Document Management folder in Sage Desktop and make any needed change (add, delete, or change a name).
    3. Click Finish. If no changes were made click Yes to the message that appears.
14. Verify that your restored data is accessible and acceptable.


15. If your restored data is acceptable, delete the file and folders that you renamed in step 5.


16. Update the workstations as follows:

If you did not upgrade Document Management on the server:

• Browse to and double-click the DMServerName.xml file at: C:\ProgramData\Sage\DocumentManagement\Version X.0\DMClient\).
• Right click DMServerName.xml and choose Edit
• Change the server name in DMServer ServerName="server name" to the new server name and then close the file.

If you did upgrade Document Management on the server:

• Uninstall Document Management from within the Programs and Features in Windows
• Reinstall from the '\\servername\Timberline Office\9.5\Accounting\Wininst\DMClient'

For more information on uninstalling and reinstalling, please see the articles located under "Related Resources

The steps to perform a manual back up, along with the steps to restore a backup are documented in Document Management Help and the Document Management Installation Guide document. Follow the methods below to access these resources:

• To access backup procedures in Document Management Help from Sage Desktop:
  1. Select Document Management from Assistance Source drop down list.
  2. Type back up in the Quick Search dialogue box.
  3. Select Green Arrow.
  4. Select "to broaden search results"
  5. Select Back Up Document Management
• To access the Document Management Get Started Help document:
  1. In Sage Desktop, select Help
  2. From drop down list, hover over Application Help.
  3. Select Document Management.
  4. To search for a topic, for example "backup"
  5. 1. Select Index tab
     2. Type backup
     3. Select perform backup
     4. Select Display
• To access the Document Management Get Started Document
  1. Find your DM installation file folder.
  2. Navigate down to Documents folder.
  3. Selection GetStartedDocMgmt.pdf
• To access all Document Management documentation go to http://cdn.na.sage.com/SageMail/zCREDocs/CREDocs.html and click Sage Document Management.