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CV10 Testbed Setup

This topic steps you through duplicating your entire Collect! system in a new location to a new server, for the purposes of testing.

It is recommended that you print this document so that you can refer to it while you are copying your database.

The steps we need to perform are:

1. Prepare to copy your database. It is always recommended that you maintain a current backup of your entire Collect! folder.

2. Copy your database by copying the ENTIRE Collect! folder to the new location.

3. Modify your settings on the server to use Collect! in its new location.

4. Test Collect! in your new location to make sure everything is behaving correctly.

The rest of this document gives the details of these important steps, as well as suggestions to help you copy successfully.

Prepare To Copy Your Database

This is one time when you do not need to back up your CV10 folder, as you are only copying files and folders. Do not erase CV10 from the original location, as you will only be creating a test copy independent of your working database.

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Copy Your Database

To begin, we will copy your entire Collect! folder to its new location. This should be done after hours, when you have exclusive access to CV10.

1. Make sure that no one is using Collect!.

2. On the old server, shut down the CV10 Server. To make sure that all users are disconnected, reboot your server.

3. Copy your entire CV10 directory to your new location. Make sure the copying operation successfully copies all Collect! folders and files without interruption.

These instructions assume that you have a default setup of CV10. That means all files and folders are contained within the CV10 directory. If you have a custom setup, with folders outside of the CV10 directory, please see the TROUBLESHOOTING section below.

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Modify Your Settings

After copying your database, you will need to create a new Desktop shortcut for your test copy of the Collect! executable, and the Collect! server, which are located in the \bin subfolder of the Collect! folder as xrds.exe and xcv10.exe, respectively. You can do this by navigating, in Windows Explorer, to the copy of your CV10\bin folder you have just created on your test server, right clicking on the xrds.exe and selecting Send To - Desktop, then repeating these steps with the xcv10.exe. The shortcuts created will automatically be entitled "Shortcut to xrds.exe" and "Shortcut to xcv10.exe." You can alter the names of the shortcuts by right clicking on them, selecting Rename, and entering a new value.

Connect.ini

This file is in the CV10\bin folder. You must modify the Host and Port entries under the [RDS] heading in this file to match the IP address and Port of your new server

Velocis.ini

This file is in the CV10\catalog folder. If you are planning to connect via a different port to the test copy, you must modify the Port entry under the [TCP Configuration] heading to match the new port. If you intend to connect on the same port, you do not need to make any changes to this file.

Setenv.bat

Your CV10 bin folder should contain a file called setenv.bat. Edit this file so that the variable CONNPATH points to the path of the CV10 bin folder, and the variable CATPATH points to the path of the CV10 catalog folder. These should be identical to the paths used in the previous step.

Shutdown.bat

Your CV10 bin folder should also contain a file called shutdown.bat. Edit this file so that the variables CONNPATH and CATPATH point to the paths of the CV10 bin and catalog folder respectively, as listed above.

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Test Collect!

Your test copy of Collect! is now ready for use. Note that you will not be able to run your test copy of Collect! concurrently with your original live copy on the same machine, unless you update your shortcuts with the /m switch as described in the document Command Line Startup Options, under the heading Start Multiple Copies of Collect!.

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Troubleshooting New Server

CUSTOM SETUP - Are you using a custom setup for notes, attachments, log files, or any other files referenced by Collect!? Do you store your attachments, log files, etc. outside of the Collect! folder?

If the answer is 'yes', you may have to copy additional folders from your original location, or change your new settings so that Collect! can find the files. Please keep your original settings in mind and make adjustments as necessary when copying Collect!

If you have questions, please provide Collect! Technical Services with details of your setup when requesting assistance.

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Summary

Copying Collect! to a new location involves preparation before you copy your database and configuring settings afterward. A successful copy depends on following all of the steps presented in this document.

If you need to contact Collect! Technical Services about issues experienced during copying Collect! or issues that appear to be the result of copying Collect! for use as a test platform, please have any relevant information relating to your network settings and specifics of the issue you are experiencing on hand.

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