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How to Migrate SIMS by UUzgpZav

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									How to migrate SIMS.net from MSDE to SQL Express
(Primary/Special/Nursery Schools).

This document will enable schools to migrate their SIMS.net ready for the
SIMS 2008 February main release, which can only be applied to a SIMS.net
database which has been migrated to Microsoft SQL Express.

Important notes:

1. All schools using SIMS must perform this migration before the SIMS 2008
   February main release is applied to the school’s SIMS system.

2. This migration must be run on your SIMS database server. All users must
   be logged out of SIMS.net whilst this migration is performed.

3. For Windows 2000 or 2003 servers you must log in as a user with
   administrator access rights.

4. The following instructions assume that your SIMS data is stored on the
   server in the folder D:\SIMS\SIMS.

Before you start

1. The SIMS 2007 December main release, or later, must have been
   applied before the migration can be done. NOTE: The December 2007
   upgrade installs both the August 2007 main release and the December
   2007 upgrade

2. Please make sure you have enough disk space available on your server to
   do this migration. It is recommended that you have at least 5GB of disk
   space available before starting this migration.


Make a manual backup of your SIMS SQL database, it will be quicker to
restore should you encounter problems with the migration.

1. Please ensure a manual backup of your SIMS Microsoft SQL database is
   taken. To do this, run SIMS.Net and login as a user with System Manager
   access rights. Now run System Manager. At the System Manager Module
   screen select Tools then Create Backup… and the following box will
   appear.




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2. Type in a backup description of ‘Pre SIMS Migration to SQL 2005’ and
   then click Create. The following window will appear and you should click
   Yes to start the backup.




   The backup will then be created. When the backup has finished a box will
   appear saying that the backup has been created and you should click OK
   to acknowledge this.

   You should now exit from System Manager and SIMS.net in the normal
   way.


STEP 2 - Make a manual copy of your SIMS MS SQL database

1. As an additional precaution we would recommend that you also make a
   copy of your SIMS SQL database files (SIMS.MDF and SIMS.LDF) as
   follows:

   Firstly you will need to stop the MS SQL Server service on the Server.

   To do this double click on the icon in the Windows System Tray in the
   bottom right hand corner of your desktop, as indicated in the picture
   below. The icon looks like a little tower with a green arrow head
   pointing to the right.




   You will then be presented with the SQL Server Service Manager
   window. Make sure the Server: and Services: boxes are showing
   your server name and SQL Server respectively (please note that
   where it states EAL20448\SIMS in the screen shot below it will say
   your server name\SIMS) and then click on the red Stop button.




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   You will be presented with an SQL Server Service Manager box
   asking whether you wish to proceed. Click Yes.




   When the service has stopped a red square will appear as shown in the
   picture below. You should now close the SQL Server Service Manager
   window.




2. You can now proceed to copy the SIMS.MDF and SIMS.LDF files
   which should be found on your server in a folder called D:\PROGRAM
   FILES\MICROSOFT SQL SERVER\MSSQL$SIMS\DATA. (Please
   note that the drive letter, D: could be different on your system and will
   depend on how your system was originally setup).


   To copy, highlight both the SIMS.MDF and SIMS.LDF files by clicking
   on the first one to highlight it and then hold down the Ctrl key and click
   on the second file. Now right mouse click on the selected files and
   choose Copy from the menu that appears.




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   Now create a new folder in your \SIMS area by doing a right mouse
   click on your SIMS folder and selecting New followed by Folder from
   the menu that appears. Call the new folder Pre Migration Backup.
   Enter the Pre Migration Backup folder by double clicking on it and then
   right mouse click in the middle of the window and select Paste from
   the menu that appears. The SIMS.LDF and SIMS.MDF will now be
   copied to the Pre Migration Backup folder.

3. When this has completed you will need to restart the MS SQL Server
   service. To do this double click on the icon in the Windows System
   Tray, which is normally situated in the bottom right hand corner of your
   desktop as indicated in the sample picture below.




                    MS SQL Server Service Manager icon

   You will then be presented with the SQL Server Service Manager
   window. Make sure the Server: and Services: boxes are showing
   your server name and SQL Server respectively (please note that
   where it states EAL20448\SIMS in the screen shot below it should say
   your server name) and then click on the green Start/Continue button.




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   When the service has started a green arrow will appear as shown in the
   picture below. You can now close the SQL Server Service Manager
   window




STEP 3 – Make a Manual Copy of your SIMS Document Management
          Server Folder.

We would also recommend you make a copy of your SIMS Document
Management Server data folder which can normally be found at
D:\DocStorage. To do this do a right mouse click on the DocStorage
folder and select Copy from the menu that appears.

Now go to \SIMS\Pre Migration Backup folder and do a right mouse
click in your Pre Migration Folder and select Paste. A copy of the
DocStorage folder will now be placed in your Pre Migration Folder.

Changing the SA password

You must change the SA password now as you will need it during the
data migration.

Click on START | RUN and type CMD in the box and click OK.




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You should now see a small black screen which you need to click into and
type the following:

OSQL -E -S machinename\SIMS (The machine name can be found by
double clicking on the SQL Server icon in the bottom righthand corner of
the screen. It looks like a little grey tower with a circle containing a green
arrow head pointing to the right). So if your machine name was
SERVER\SIMS you would type:

OSQL -E –S SERVER\SIMS (now press the carriage return key)

You should now see 1> on the screen

Type sp_password @new = 'PASSWORD.1', @loginame = 'sa' (now
press the carriage return key)

You should now see 2> on the screen

Type go (and press the carriage return key).
You should now see password changed on the screen
Type exit and close the black screen by clicking on the x in the top
righthand corner of the screen.

Carrying out the MS SQL Express install (this install must be done on
the server)

1. Make sure the SIMS system has been upgraded to the SIMS 2008
   December main release (version 7.99) You can check this by logging into
   SIMS .net and doing Help | About.

   If the SIMS December 2007 Upgrade has not been done you will need to
   do it via SOLUS before proceeding.

2. The SIMS 2007 December Main Release installs the files required for the
   migration process. To check these are present look for a file called
   SIMSSQL2005.EXE in the D:\SIMS\SIMS\Setups folder. If it is present
   go to 3. below.




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   If the SIMSSQL2005.EXE is not present in the D:\SIMS\SIMS\Setups
   folder look for a file called SIMSSQLInfrastructureSetup.EXE and run it
   by double clicking on the file. This will install the required migration files
   into the D:\SIMS\SIMS\Setups folder.

3. Having located the SIMSSQL2005.EXE file you will need to run it, by
   double clicking on the file name, but you must do this from the physical
   drive path e.g. D:\SIMS\SIMS\SETUPS and not the mapped R:\ drive
   path or it will throw up an error.




   4. Please make sure that both the tick boxes are ticked as shown below
   and then click Next >.




5. The CCS SQL 2005 Express Installer window will open. Click Next >.




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6. At the Select SQL express instance name leave it as the default, which is
   SIMS2005 and click Next >.




7. At the Destination Location window below use the Browse button and
   change the ‘Destination Folder’, by typing it in the box, to D:\Program
   files\Microsoft SQL Server 2005 and make sure the ‘Use same path for
   SQL Executable Files (BINN Directory)’ box is ticked. Click on Next >.




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8. At the Set SQL Administrator Password window enter an appropriate
   password for the ‘sa’ user i.e. 307 followed by the first 3 letters of your
   school name in capitals and then the next e letters of your schools name in
   lower case, for example, for Clifton Primary 307CLIfto Please make sure
   that the password is recorded in your schools password book or if this
   does not exist then please store it in a secure location e.g. in an envelope
   in a safe.




Once you have entered the password the Next > button will become active so
click on it.

9. At the Start Installation window click on Next >.




   This will now install any missing components such as Microsoft .Net
   Framework 2.0 etc before continuing straight on with the SQL Express
   installation.




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   Once the SQL Express installation commences you will see a screen
   similar to the one shown below.




10. When all components and SQL Express have been installed the following
    screen will appear and you should click on Finish >.




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11. The actual migration process will now automatically start and the SIMS
    SQL 2005 Database Migration window will be displayed. Click on Next >.




12. You will now be asked to connect to your MSDE SIMS SQL instance.
    Make sure your SIMS ‘Database Server’ is selected, change the
    ‘Authentication’ to SQL Server Authentication, the username should at
    this point default to ‘sa’, type in the schools sa password, which you
    changed to PASSWORD at the beginning of this document, and then click
    on Connect.




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   If you connect to the database OK, SIMS will appear in the Database
   Name box and a green arrow will appear as shown in the picture below.




   Click Next > to continue.

13. You will now be asked to connect to your SQL Express ‘SIMS2005’
    instance. Make sure your MS SQL 2005 Express ‘Database Server’ is
    selected, change the ‘Authentication’ to SQL Server Authentication, the
    username should at this point default to ‘sa’, type in the sa password for
    the SIMS2005 Instance (this is the new password you made earlier) and
    then click on Connect.




   If you connect to the database ok,
   SIMS will appear in the Database Name box and a second green arrow
   will appear as shown in the picture overleaf.




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   Click on Next > to continue.


   14. You will now be presented with the Enable the SIMS Database
       Redirection Service window. Make sure the ‘Enable Redirection
       Services’ radial button is selected and then click on Next >.




NOTE: During testing on occasion the Enable the SIMS Database Redirection
Service window gave an additional option as shown below. If you get this
browse to the DocStorage folder leave the Document Folder box blank and
click Next




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Enabling the Enable Redirection Service will place a SIMSRedirect database
in the MSDE SIMS instance. The function of this is that when a
workstation/user logs into SIMS .net for the first time following a migration it
will redirect them to the SQL Express SIMS instance and change the
CONNECT.INI file to point to this.

This should mean that CONNECT.INI files will not need to be edited on an
individual basis.




MIGRATING YOUR DATA

15. You should now get a Ready to Migrate SIMS Database window, which
    looks like that below. Click Migrate to start the migration.




16. The migration of the SIMS .net database to SQL will now take place. How
    long this will take will depend on the size of the database and the
    specification of the server you are using. Typically during testing a
    secondary size database has taken 20 to 30 minutes to migrate.




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17. When the migration has finished you will get a Completed window. Click
    Finish to close the window.




18. You will also get another Completed window and you should again click
    Finish




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             YOU HAVE NOW COMPLETED THE MIGRATION


Post migration items (please get help from your support provider to
change the tape backup systems)

Schools with tape backup systems

Some schools may be using backup software that does not have an SQL
plug-in which enables the SIMS.MDF and SIMS.LDF files to be backed up
because the MSSQL$SIMS service is running. To get around this two batch
files called STOPSQL.BAT and STARTSQL.BAT files are scheduled to run
using Windows Scheduler before and after the tape backup is scheduled to
run.

With this in mind following a successful migration of your SIMS database to
SQL 2005 (or SQL Express) you will need to edit the STOPSQL.BAT and
STARTSQL.BAT files as follows:

Right mouse click on the STOPSQL.BAT file and from the menu that appears
choose Edit. This will open an edit window for this file. Look for the line

Net stop mssql$sims and change it to Net stop mssql$sims2005

Save the changes and close the edit window.

Now do the STARTSQL.BAT file.

Right mouse click on the STARTSQL.BAT file and from the menu that
appears choose Edit. This will open an edit window for this file. Look for the
line




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Net start mssql$sims and change it to Net start mssql$sims2005

Save the changes and close the edit window.

What happens to the MS SQL 2000 Server/MSDE SIMS database files?

As part of the migration process the SQL 2000/MSDE SIMS.MDF and
SIMS.LDF files get detached and they are left sitting in the appropriate DATA
folder. These should be left there for the time being as a precaution in case
we need to revert back to the SQL 2000/MSDE version for any reason. They
can be deleted at a later date.

Should MSDE SIMS instance be uninstalled?

No. It is recommended that this be left in situ for the time being as a
precaution.
It can be deleted at a later date.

SIMS.Net Infrastructure Update.exe

Don’t forget, if you haven’t already run it, that the SIMS.Net Infrastructure
Update.exe file needs to be run on each workstation (not the server) so that
all the relevant components e.g. .Net Framework 2 (and .Net Framework 3 for
Windows XP computers), Windows Installer 3.1 etc are installed as these are
required for SIMS in SQL 2005 to work correctly.
APPENDIX 1

How to download the SQL Migration Tool
.
Go into SOLUS and login, now tick the CCS Installation Upgrade box as below.




Click Login




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Click OK




      Ensure that the package SIMS 2008 08 SQL Installation and
      Migration Release is available.




      Click NEXT




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 The package will download.




When the download has finished click FINISH




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