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Equitrac: Migrating eqcas SQL database from local to remote database

Information:

How to move the Equitrac database from a local SQL database to a remote SQL database server

This information is provided as a courtesy. Database maintenance is a customer responsibility. Nuance Support does not provide assistance or support for database version migrations.

Refer to any Microsoft documentation in regards to migrating a database from SQLExpress to MSSQL. 

Before moving a CAS database from local SQL Express to MS SQL Server you must ensure you have a FULL backup of the Equitrac database and the connection string properties for the new database.

- Stop the CAS service.

- Perform the migration from SQLExpress to MS SQL Server as per Microsoft documentation.  (Backup database on old server and restore database on new server)

- Equitrac service account must have access to the new database

For Equitrac Office / Equitrac Express 5.0 to 5.7

- Go to registry editor and browse to HKLM -> Software -> Equitrac -> CAS -> database

- Right mouse click on the database folder and select export.  Export the keys to a convenient location as a backup.

- Repeat these steps for the entries in HKLM -> Software -> Wow6432Node -> Equitrac -> CAS -> database

- Update the connection strings accordingly in both locations.

- Snapshot Isolation must be enabled on the EQCAS database by running the SQLServerOpt.sql script in the C:\Program Files\Equitrac\[Office or Express]\Database folder on the CAS server.  See details in                         

- Restart the CAS server after applying the changes.

For Equitrac Office / Equitrac Express 4.2.x 

- update the ODBC System DN settings with the new database.  

- Snapshot Isolation should then be enabled on the EQCAS database by running the EQCASSQLEXPR2005.sql script in the C:\Program Files\Equitrac\[Office or Express]\Database folder on the CAS server.   See details in .

- Restart the CAS service.