Advanced Topics: Software upgrade and maintenance, database migration, SQL configuration

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Ecora Auditor Professional Upgrade and Data Migration

Please note that as of Ecora Auditor version 5.0 the migration procedure has changed, and instead of exporting each dataset from the previous version, and then importing it into the next version, now the database itself is being rewritten on the fly, thus changing the database schema directly. This amount to a dramatic speed improvement by a factor of over 100 when migrating databases from Auditor Professional 4.5 to 5.x. The procedure in terms of the necessary steps has not changed from what is outlined bellow.

First of all and most IMPORTANT is to backup your database.

There are two ways to get the latest version of Auditor Pro downloaded to your system:
I. Visit our website www.ecora.com and log in using your self-service account and password. Go to Resource Center --> Product Downloads and download Auditor Professional for all modules. The version available for download in this section is always the latest version available.
1. Double click the downloaded installer and click Yes to continue.


2. Please close all applications before proceeding with the installation. Click OK once completed.


3. Click Next to continue.


4. If you have the database for your current version of Auditor Pro installed on another machine you will need to update the service credentials upon finishing the current installation.


5. A dialog box will be prompted and you can decide if you want to migrate the information for the displayed module or if you want to proceed with the migration discarding the previously collected data. Click Yes to proceed with the data migration.


6. Auditor Pro is initializing the database for the displayed module.


7. Select the datasets to migrate. You can migrate only the data sets that you are interested in, for example if you have a retention period of 2 years you can chose to migrate only data sets created in the last 2 years. Also you can migrate the data sets by quantity instead of age. Auditor Pro will display the estimated time of the migration procedure for the selected data sets. Click OK to proceed.


8. Auditor Pro will display the progress of the migration procedure.


9. Once the migration is completed you will be required to reboot your system in order to have all the services related to Ecora Auditor Pro restarted.




II. The upgrade to the latest version is automatically detected by the installed Auditor Pro if you have the "Automatically check for software updates" option activated in Files-->Settings-->Preferences and you are prompted to download/install it. Another way to check for updates is by going to Tools-->Updates or using the shortcut keys CTRL+U. The upgrade process is exactly the same as described above.

Detailed Description of SQL Server Configuration

Moving an Ecora Auditor Professional Installation

Prepare the new system

1. Contact Ecora Technical Support to have the licenses released.

2. Download and install all Auditor modules being moved to the new system.

3. If you will be running MSDE as the backend database, install MSDE now.

Move Data, Reports and Settings from the old installation

1. Export the follow registry key: HKEY_LOCAL_MACHINE\SOFTWARE\Ecora\Auditor%\Settings

2. Copy the following directory to the new system: \documents and settings\all users\application data\ecora\auditor%.

3. Import the registry key to the new system: HKEY_LOCAL_MACHINE\SOFTWARE\Ecora\auditor%\Settings

4. If your data and reports are stored on a network share, then you may skip to step 5. Copy the following directories over to the new system and place in the same path: \program files\ecora\auditor%\%module%\data (contains collected data) '\program files\ecora\auditor%\%module%\views (contains generated reports)

5. Copy the scheduled tasks from %windir%\tasks to the same directory on the new system.

6. Restart the service Ecora Scheduler Service for Auditor

Move Selection Sets, Report Definitions, and Custom Module Specific Information

1. Navigate to C:\Documents and Settings\All Users\Application Data\Ecora\Auditor%.

2. Copy the folder for each installed module, as well as the Tasks folder to the new system.

Complete the move and configuration

1. License the software on the new system.

2. Open File --> Settings, click the Database tab.

3. Click on Manage Data Sources.

4. Select either to Use Existing SQL Instance, or Use MSDE instance installed with Ecora.

5. Select the Server tab, and then click Discover Server.

6. Select your SQL Server or MSDE Server Instance from the list.

7. Select the authentication method of either Windows Authentication or SQL Server Authentication.

8. Select the Database tab and choose to either Create a New Database or Use an Existing Database and choose from the list.

Note: if you select to use an existing database and the backend is MSDE, be sure to move the database beforehand.

9. Click OK and exit all the way out of the settings and back to the main interface.

10. If you have made the decision to create a new database and you want to write your previously collected data into the new database, follow these steps:

  • Select the Data tab within the Auditor interface.
  • Select and highlight all Datasets that you would like to write to the database. (CTRL and SHIFT work for multi select).
Note: Datasets are indicated by a blue icon. Serial Mode collections create a folder that contains individual datasets for each system.
  • Right-click on the selected datasets and choose Write to Configuration Database. This may run for quite some time depending on the number of datasets selected.

11. If you have moved your scheduled tasks from the old system, you will need to set the Run As credentials.

  • Select the Scheduled Tasks tab from the main interface.
  • Highlight a Scheduled Task, right-click and select Schedule.
  • Verify and adjust the scheduled run time if needed.
  • Click Set Password, and set the credentials that this job will run as.
  • Click Apply and then OK to exit the scheduler.
  • Repeat this process for each Scheduled Task.
  • Open the Windows Administrative Tools and select Services.

Move the Ecora Auditor Database (MSDE)

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