Backup and Migrate RFMS and Database

Click here to return to FULL Migration Document Package (for migrating program and database to new server)

All of these processes must be done while logged in as SA in Management Studio.  Windows Authentication may not be sufficient to restore properly.

The following 4 steps will be used for Backup and Migrate RFMS and Database.

Step 1: Migrate and Restore Database

Step 2: Create RFMSLOGON

Step 3: Migrate RFMS Program Folder

Step 4: Connect Database to RFMS Program Files

Step 1: Migrate and Restore Database

First, go to SQL Management Studio on the old server and make a full backup of the RFMS production database by right clicking it and going to tasks, then backup, shown here:

Make a Full backup.
Disk will need to be selected if it is not already selected at the bottom.
Once this has been done, enter in a location to save it.

When the full backup has been completed, copy it over to the new server. 

On the new server, go into SQL Management Studio and log in. 

In the Object Explorer, right click databases beneath the Server Name\Instance Name at the top of the Object Explorer and click restore. 

Make a note of the Server Name\Instance Name at the top, the technician will need it later for the dbconnect file.

Find the database by going to Device, Add, and the folder it’s stored in, shown here:

If multiple backups have been moved, the most recent one can be found by just looking at the first eight numbers: the first four are the year, the next two are the month, and the next two are the day.

Note: Backups cannot be restored from a mapped drive and (usually) cannot be restored from a user folder.

 

 Step 2: Create RFMSLOGON

While in SQL Management Studio, go to the RFMS Database under Object Explorer as shown. 

Expand the DB and choose Security and then Users. Right click on the RFMSLogon Account (if there) and select delete. 

Choose OK and if prompted to remove Schema select Yes or OK.

Do the same for the main security tab, shown here:

Run the RFMSLOGON script (download script file here: 7-create_rfmslogon[1].sql  )

This file should open inside SQL Studio. (If not, go to File->Open and Browse for the file that way instead). Execute the script on the Master Database, as shown here:

When this has been done you must close SQL Management Studio, then re-open it. 
There will be a new RFMSLOGON user in the Main Security tab in the Object Explorer.
Right-click on the RFMSLOGON and go to Properties.

Go to User Mapping, select the RFMS database and assign the db_owner role to it and hit OK.

Step 3: Migrate RFMS Program Folder

Go back to the old server to continue.

Find the RFMS folder by right clicking the RFMS shortcut icon on the desktop that is used to get to RFMS, then go to the directory it points to. 

Copy the folder to an external drive.

Go back to the new server with the external drive, and copy it to the server.

Step 4: Connect Database to RFMS Program Files

Before editing the dbconnect files, you will need to delete and add back in any shares to any users and administrators for the RFMS folder to make sure that the server populates permissions correctly for the users when they resume using RFMS.
(Note: follow this link for RFMS NTFS and Share Permissions / Best Practices )

The dbconnect files can now be configured, which is the final step before testing RFMS at the server. Please note the different instructions depending on the version of RFMS being migrated.

 Instructions for RFMS Version 23.0 and higher (edit the existing file):

1. Locate the dbconnect.xml file in the RFMS folder, right-click and select to open in Notepad.
2. Edit the ServerName\Instance to the new server name and instance (be careful to only change the characters between <Server> and </Server>).
3. Verify the DatabaseName is correct. If the name of the database was changed during the migration, edit it with the new database name (be careful to only change the characters between <db> and </db>).
4. Save and close the file.
5. Launch RFMS by running rfmsnav.exe in the RFMS folder to verify it connects.

Instructions for RFMS Version 22.99 and earlier (remove and recreate the file):

1. Locate the dbconnect.xml file in the RFMS folder (and dbconnect.tps, if present), and remove them from the folder (do not delete the files until you have completed the migration).
2. Launch RFMS by running rfmsnav.exe in the RFMS folder. This will create a new dbconnect file, which is indicated by the window asking for a server and database name. 
3. In the Server field, enter the ServerName\Instance using the the new server and instance name from the top of the Object Explorer in SQL Management Studio.
4. In the Database field, enter the name of the database. 
5. Click OK.