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This document assumes that your server has crashed and RMS is non functional and that this is
the same server that houses your data. I.e. your database is stored on this computer.

Before you start you must ensure that you have your most recent backup available and it can be
read by the computer that you are restoring RMS to.

If you do not have a backup but DO have access to the files on the old server it may be possible to
copy the data from the old drive to the new one. Please contact RMS Support if this is the case.

You will also require internet access from this computer.
All steps indicated below must be performed using a Windows user with Administration rights.

If you intend to re install RMS on the same server that crashed it would be expected that RMS has
been fully removed from the system including SQL and/or the system has been reformatted.
Note. Having removed SQL you must manually rename/delete the C:\program Files\Microsoft SQL Server
folder – otherwise SQL will not reinstall.

RMS can be recovered by installing the appropriate files from either the Installation CD or by
downloading the relevant files from our Customer Support web page.

If you are re installing RMS from a CD that is pre April 2008 it will have come with a version of SQL
called MSDE.
This version of SQL has been replaced by SQLExpress – which is available on our web page or on
CD’s post April 2008

Specific notes relating to Windows 2003 Small Business Server (SBS)
The following Windows 2003 SBS server variations are known to come preinstalled with SQL
Windows Small Business Server 2003 R2 Premium Edition
Windows Small Business Server 2003 SP1 Premium

If you are installing any version of Windows Server that comes pre bundled with SQL you will need
to know the ‘sa’ user password in order to run RMS. RMS Support cannot tell you what it is.
Do NOT attempt to install SQL Express on one of these operating systems.

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Please follow the steps below on the server.

    1. Ensure that the system is set to English Australian Regional settings through the Control
       Panel. Often (if you have reformatted or have a new PC) you will find that the system will
       be set to English American.
    2. Install all critical Microsoft security updates via Windows Update. This step is very
    3. Install the Microsoft .NET framework version 1.1 and version 2. The framework can be
       found on the RMS Installation CD (runtimes folder) or by download from Microsoft
    4. Install SQL (Express) from the RMS installation CD (or RMS webpage) and restart the PC.
       Check that it has been installed by looking in Programs and Settings in Control Panel. It
       would be listed as Microsoft SQL Server 2005. Unlike MSDE (the older version of SQL) it
       does not display an icon in the system tray.
       Notes for installing SQL Express are available separately from under
       customer support\FAQ\RMS Installation – the default options will NOT work with RMS.
    5. Make a folder on C drive that will store RMS form letter files etc. This folder could be called
       RMSWIN (c:\rmswin). Share this folder on the network (FULL ACCESS RIGHTS TO ALL
    6. Install the full version of RMS from the CD or web page (you will need a password from
       RMS support to download the version from our web page). Do not change any installation
       options. If prompted for a password enter cat
    7. You now need to restore the data from the latest RMS backup.

    7a. Load the RMS Backup and Restore program from the start menu under RMS for Windows
    7b. After it has loaded choose the restore button at the top of the screen
    7c. Insert the backup media and be aware of what its drive letter is
    7d. In the restore screen set the SQL server to (local) from the drop down list
    7e. Set the SQL username to sa
    7f. Enter the password that you used when installing SQL – press the test connection button
    7g. If the connection is successful continue below
    7h. If the connection is not successful re enter the username and password and try again
    7i. Set the shared data path to c:\rmswin or whatever folder you created in step 5
    7j. Set the Restore From field to be the location of your backup media. I.e. f: or g: etc
    7k. Press the Begin Restore button
    7l. Once complete exit the restore program.

You now need to set the RMS system to use this restored data.
   8. Open the Connection wizard in Start – Programs – RMS for Windows
   9. Select Choose an Existing Database and click Next (you may see an error message – click
   10. In this order - Set the Username to sa and the password to that set during the installation
       of SQL THEN set the SQLSERVER to (local).
   11. You should see your database name appear down the bottom – select it

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    12. Make sure the shared data path says c:\rmswin (as created in step 5 and
        used also in step 7i)
    13. Press Finish to save the Database and Shared path settings
    14. You now need to install the RMS Configurator in order to update the RMS version to the
        same upgrade that was previously used (failure to do this step will leave RMS inoperable
        as it will not be at the version that coincides with the restored data.
    15. Install the RMS Configurator for the RMS install CD or from the RMS webpage
    16. Once installed, the Configurator will download and install all further required updates.
        Allow this to complete all updates. If you are asked for your Client ID or Client Number you
        must enter the correct client number. If you are unsure of this number please contact RMS
    17. The Configurator should be running all of the time – simply minimize it to the system tray.
    18. Once the Configurator has completed you can run RMS from the Shortcut on the desktop
        (RMS for Windows). Any further updates queued by the Configurator would be installed at
        this time.
    19. RMS should load to the Log In Screen or Main Menu.

    Workstation Configuration

    Any workstations on the network that were using data from the old server need to have their
    connection wizards updated to reflect the new server and shared data path.

    From each workstation, run the connection wizard and choose an existing database.
    You may receive an error (this is because it cannot find the old server), choose ok to continue.
    The order in which you follow these steps is important…
    Set the Username to sa
    Set the password to that used when SQL was installed
    Set the SQL server (using the drop down list) to the name of the new server
    You should now see the database name below – select it.
    You must set the shared data path to point back to the RMSWIN folder on the server. This
    must be in the form of a UNC style path such as \\server\rmswin (use the browse button to
    browse through the network to locate the RMSWIN share)
    Click Finish to complete the new connection.

Last Updated 15/05/08 – TC                       3                                Z:\Staff Support Docs\

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