Moving your PDXpert PLM database and file library

Introduction

You may want to move the PDXpert data to a new computer when you change the operating system or SQL Server edition (from, say, Express to Standard edition, or from SQL 2008 to SQL 2014), or convert from a single-user to multi-user system.

Your new computer's SQL Server version must be equal to, or later than, the old system's SQL Server. For example, if the old server uses SQL Server 2014, then the new server must have SQL Server 2014; it cannot have SQL Server 2008 or SQL Server 2012. Before running the PDXpert installer on the new server computer, you may need to manually install the compatible SQL Server release.

How PDXpert stores your data and files

The PDXpert database stores information about documents, parts and change forms. The database also contains the collection members; administrator-defined operating rules; license and user account configuration; and system-managed "housekeeping" data.

Files that have been attached to these items are stored within a separate Library folder, with references to these files stored in the database. A library file is simply a copy of the original file, renamed to ensure uniqueness.

Other system data, such as the search index, is also stored outside the system database but this data is recreated on demand, and therefore will not be moved.

Determining your system's database & library location and size

The PDXpert Application Server console on your current server computer displays the location of your database and library. Open the PDXpert Application Server console and, on the Manage tab, note the location shown to the right of the Change Data Directory button. This is the current location of the Data folder.

PDXpert data folder location

To determine your system's size, open your current server computer's File Explorer, and navigate to the Data folder.

Within the Data folder are several subfolders. We need to move only these two:

  • Note the size of the files contained in the \Database subfolder.
  • Check the values of the files contained in the \Library subfolder. Right-click on this \Library folder, select Properties from the context menu, and note the Size or Size on disk properties.

    Data and Library folder location

Moving a "small" system

This procedure describes how to move your PDXpert data when you have a database and library of less than about 2GB.

  1. Ensure that all users are logged out of their client workstations.

  2. On the old server computer, back up your database using the default type Database with Library (*.pdxz). Note the name and location of the saved backup .pdxz file.

    If the backup dialog doesn't let you save the backup as a PDXZ file, but only as a BAK file, then you must follow the instructions for moving a large database, as described in the next section.

  3. On the new server computer, install your PDXpert Application Server software.

    Ensure that the new server's SQL Server version is compatible with your database from the previous server.

  4. Copy the backup .pdxz file from the old server computer onto a local drive on the new server. Do not attempt to restore the database across the network from a mapped drive. The restore operation will fail.

  5. Use the PDXpert Application Server console on the new server computer to restore the database.

You're now ready to validate the moved database and library.

Moving a "large" system

When you have a large database and/or library (more than about 2 GiB), then you'll move the PDXpert database and the library folder separately.

  1. Ensure that all users are logged out of their client workstations.

  2. On the old server computer, back up your database using the optional type Database without Library (*.bak). Note the name and location of the saved backup .bak file.

  3. On the new server computer, install your PDXpert Application Server software.

    Ensure that the new server's SQL Server version is compatible with your database from the previous server.

  4. Use Windows Explorer to copy the library files from the old server computer \Library folder (a) across the network directly to your new server computer \Library folder, or (b) to a backup disk or USB drive and then onto the new server computer. Each server computer's \Library folder will be located within the server data folder as described above.

    If you're also upgrading the PDXpert system, it's essential that you copy the library files before restoring the database backup file. The library files' hash values may need to be recalculated during the upgrade, which requires the physical files.

  5. Copy the backup .bak file from the old server computer onto a local drive on the new server.

    Do not attempt to restore the database across the network from a mapped drive. The restore operation will fail.

  6. Use the PDXpert Application Server console on the new server computer to restore the database.

Validating your database & library upgrade

Use the following steps to confirm that your database and library file pointers have been successfully updated.

  1. Start the PDXpert client using an account with sufficient role permissions:

    • Enter account name, password, and new server computer's name or IP address, and

    • Click the OK button.

  2. Within the PDXpert client, search for a known part or document that has a file attachment. Open the item and confirm that the file attachment can be copied from PDXpert to your computer's Desktop. View the file to ensure the file appears as expected. You may want to test both recent and older items.

    A large database may require significant time before all items are searchable. You can monitor indexing progress within the PDXpert client: Tools | Index Status...

Uninstall your previous PDXpert Application Server

In the preceding steps, you've moved the PDXpert software license from the old server to the new server. The PDXpert software license is saved in the database, and will be transferred in the database backup file.

If you want to continue using the old PDXpert Application Server as a test or training instance, you must obtain a new server license key for it.

After the new system has been verified as working correctly, uninstall the PDXpert Application Server from the old server machine. This ensures that

  • no one mistakenly connects to the obsolete database, and
  • all system components remain compatible — the new server can update a PDXpert client, but it cannot update another server.

If you wish, you can then install other PDXpert clients to connect to the new server.

On each client log-in window, remember to use the new server's name.

Learn More
Install Guide Contents