This document assumes you have a full PMAPS WebPro Test environment successfully certified.

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Overview

This document outlines the steps for updating a development or test environment with your current production data. This is allows further testing with the most recent production content.

To expedite any troubleshooting support, we require you to complete a table at the end of each section and throughout this document.

Section Assigned To: Comments: Date Completed:

Fill in the columns:

Assigned To: Name of the person responsible for that section of the installation

Comments: Any notes or comments that will be helpful for troubleshooting

Date Completed: Date the task is completed.

Please have available the completed “PMAPS WebPro On-Premises Installed Technical

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Step 1: Create a Backup of the Production PMAPS WebPro SQL Database

Create a full backup (.bak) of the PMAPS SQL database and save it to a location on the Test environment SQL server. Example: c:\SQLFiles\WebPro.bak

Create Backup of Production

WebPro Database

Step 2: Configure for Test Environment

Prior to restoring the WebPro SQL Database, make sure you export to Excel the

dbo.applicationsetting table from the Test WebPro SQL server which contains the current test WebPro settings. The following fields will then need to be updated once the bak file is successfully restored. (Ref: A1-A56).

Export Test SQL dbo.applicationsetting table to Excel

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Step 3: Restore SQL .BAK Database in Test

1. All the following steps are performed in the Test environment.

2. Open SQL Server Management Studio and login as the user who has been granted dbo rights to the database.

3. Make sure you have exclusive access to the database before restoring. You can use the Activity Monitor tool to confirm.

4. Right click the Database folder and select ‘Restore Database’

5. Type in the field “To Database” the new database to create. In this example we are creating a PMAPSWEBPRO_Clientname (this should be the same as Test WebPro SQL Database which you are replacing with the Production copy).

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6. Click the “From device” ellipse box.

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8. Manually change the location where you want to create the WebPro SQL Database

9. Click “OK” to create the WebPro database.

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Step 4: Security for SQL Database

Under Security->Logins, make sure to reassign access to the WebPro database. Map them a data_owner.

Updated Security to SQL Database

Step 5: Update SQL Settings

Open the WebPro SQL table dbo.applicationsetting and overwrite the field settings with your current environment configuration EXCEPT for the value in the ‘DocumentCache’ field. Refer to (Ref: A1-A56).

Update SQL

dbo.applicationsetting table

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Step 6: Re-run the .NET Framework .exe

Open up a DOS window and run the following command to register ASP.NET. You may need administrative privileges to do this. This procedure will register the PMAPS database with the application server.

C:\WINDOWS\Microsoft.NET\Framework\v2.0.50727\aspnet_regsql.exe

Optional: SuperAdmin setup

Step 7: Purge Training/Test Document Folders

1. Locate the root folder where the WebPro documents are stored (Ref: D1). This should be the same as the field DocumentCache located in the dbo.applicationsetting table as a reference.

2. Delete all files in the folders.

Example: delete \\servername\webpro\documents\*.*

Purge

Training/Test Data Folders

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Step 8: Restore New Documents

1. Locate the Documents folder from the Production environment and copy them to the root of the Test WebPro location. You can find the location of these files by referring to the production SQL dbo.applicationsetting table and the documentcache value. You will need the full path up to the \documentcache path:

Example: DocumentCache = \\productionservername\webpro\documents\documentcache You will need to copy all the files from the \\productionservername\webpro\documents (not just the documentcache folder) which should include

\\productionservername\webpro\documents\documentcache \\productionservername\webpro\documents\newdocs \\productionservername\webpro\documents\proposals \\productionservername\webpro\documents\smartcart \\productionservername\webpro\temp

Restore New Data Files

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Step 9: Update Data UNC Path for your Server Environment

1: SQL Tables

The database table dbo.documents contains a field UNCPath which holds the full UNC Path for the data files. (These will be automatically updated).

The database table dbo.applicationsetting table will require changes. Open the dbo.applicationsetting table

Setting Name Details Example DocumentCache Leave the

original value in this field except make sure there is a backslash at the end of the line. The SQL script will automatically update this value. \\servername\documents\documentcache\

DocumentTempDir Update this to the new location

\\servername\newlocation\documents\temp

Proposal Directory Update this to the new location

\\servername\newlocation\documents\proposals

SmartCartDirectory Update this to the new location

\\servername\newlocation\documents\SmartCartDirectory

Temporary Files Update this to the new location

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3: Extract SQL Scripts

Extract the files to the SQL server. You should have the following two files: - Change Document UNCPath Setup.sql

- Change Document UNCPath Execute.sql

4: Run ‘Change Document UNCPath Setup’ Script

If this stored procedure already exists you can skip this step. Open the ‘Change Document UNCPath Setup.sql’.

Search for ‘PMAPS_DATABASE_NAME’ and replace it with the name of your PMAPS WebPro database.

Run the script which creates a stored procedure in the database.

5: Run ‘Change Document UNCPath Execute’ in Test mode

Open the ‘Change Document UNCPath Execute.sql’.

Search for ‘PMAPS_DATABASE_NAME’ and replace it with the name of your PMAPS WebPro database.

This procedure requires two parameters:

The first is the name of the new location for the documentcache. This would be the new location on the Test environment.

Replace the ’\\newdir\\' with the location where the new documentcache folder will be moved. The second parameter is either the value ‘test’ or ‘execute’. The ‘test’ value will show a preview of the changes.

6: Run ‘Change Document UNCPath Execute’ in Execute mode

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For questions please contact our technical support team at: 203-604-6597 Ext. 2 Or email us at: [email protected]

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