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EXACT Server Move Guide

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Craig Obee
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IF THE NEW SERVER COMPUTERS EXACT VERSION WILL BE HIGHER THAN THE OLD SERVER PLEASE MAKE SURE YOU HAVE A BACKUP/COPY OF THE EXACT DATA
(Only the database files are required, not folders) In case anything goes wrong during the upgrade process.

If you are reverting to an older backup due to data corruption/virus/lost data issues please contact
the Support Team so we can make sure old communications are not generated and sent and system numbers are increased to prevent the duplication of receipt, invoices, NHS claim bundle & course of treatment numbers.

Please make sure the EXACT server and Workstations meet our minimum EXACT System Requirements

Locating and moving the EXACT Data

1. On the Original/current server, with all EXACT users logged out, stop all SOE services from Services.msc
mceclip0.png

2. Copy the EXACT data folder (location is shown by opening this file C:\Program Files (x86)\Software Of Excellence\Exact Server\Databases.ini) and move across to the new server, whether this be over the network, external hard drive, this is up to you/your IT. (We recommend the data be located on a separate drive to the program files, i.e D drive). Remember to copy the Xrays folder over too if this is located in a separate location.
If a Scottish NHS practice (eDental) please contact the support team first as there will be an
additional SQL database we need to be copied over from the old server.
Usually located here (Contact SOE if unsure): C:\Program Files\Microsoft SQL Server\MSSQL12.MSSQLSERVER\MSSQL\DATA

3. Uninstall EXACT Server from the server's programs and features ideally as soon as the users have logged out for the last time to prevent the data from continuing to send/receive communications and receive online bookings and payments.

4. Share the EXACT data folder over the network with full permissions with the share name "EXACTData".

Installation & Configuration of EXACT Server

  1. If also replacing Workstations an EXACT admin user should go to Configure, Licence manager
    and “delicense” any workstations that are about to be replaced. If this cannot be done now SOE can assist after the server move is complete.

  2. Uninstall EXACT Server from the Old Server (as mentioned above). 

  3. If you require the most up to date version of EXACT server then you can Download the latest version of EXACT (see: Upgrading EXACT) to your server machine.
    If you require an older version than our latest available build see: Installing A Specific (Older) EXACT Version

  4. Follow install wizard through to completion leaving the program files and default data path as they are as you will update the path later.

  5. Change the databases.ini file located on the server in C:\Program Files (x86)\Software Of Excellence\Exact Server (open in notepad) to the path of where the current practice data is stored. i.e Practice=D:\Exactwin\Data
    If you use Examine Pro please contact SOE & speak to the digital imaging team to confirm where the X-rays are stored as these will also need to be moved over. If using 3rd party software speak to your software provider to find out where the Xrays are and the best process for moving and configuring on a new server computer.

  6. Right-click EXACT Server Administrator and "stop database server" or restart the SOE DB Toggler Service in Service.msc. Wait a few seconds, then right-click and "start database server". This will refresh the data paths and shares/permissions you have applied to the data. Double click "EXACT Server Administrator" on the desktop to get the system tray icon to appear if it is not already running.

  7. Attempt to log into EXACT on the server and accept the prompt to upgrade the data if asked. (a server EXACT licence is not required to perform this action)
    Once logged in/data has finished upgrading you can then install the additional software or drivers for any other modules the practice may use. i.e Clinipad, Examine Pro, Online booking.

  8. To install EXACT on new workstations find the shared server folder called "EXACT Resources" then open the "Workstation Installer" folder then double click "Install Exact Workstation.exe". File location: {server}\exactresources\workstationinstaller (Change {server} to your server name.)
    Enter the windows network credentials if required to access the servers shared folders.

  9. Follow the install wizard through to completion.

  10. Double click the EXACT Dental shortcut to confirm EXACT is launching ok (confirm the EXACT version number and current server machine name stated here are correct). If prompted with an error, select the new server from the dropdown, if available.

  11. If any issues, you may need to edit the Login.ini file to set the new server name. Located
    at C:\ProgramData\SOEI\EXACT

  12. Open the file and edit/add the line starting “CurrentServer=” to include the correct server name. (e.g CurrentServer=Server) Do not use IP addresses as some EXACT features will not function correctly unless a machine name is specified. If it struggles to save then save the file to desktop then copy and paste it back into the folder (C:\ProgramData\SOEI\EXACT) and it will overwrite the current Login.ini file.

  13. Launch EXACT again to make sure it’s now working ok.

Final checks

Additional modules that require the SOE Support Team to re-install or re-configure after moving to a new server.

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