A. General

1. This document describes the best practices for moving Scrap Dragon Classic, Scrap Dragon Xtreme, JPEGger and EZCash to a new server.
   
2. The goal is to move all of the software programs, configurations and data from the old server to the new server with ZERO downtime.
   
3. We pre-install and configure as much of the software as possible onto the new server.  This can be done during the day and doesn't interfere with the normal operations which are on the old server.  Once the software is installed on the new server, we schedule a cutover date & time to move the data.  This is typically done after hours to eliminate downtime.  Programs that must be pre-installed are Microsoft SQL, SDX, JPEGger,  EZCash and Transact Universal Driver (TUD).  Scrap Dragon Classic does not get preinstalled.
   
4. To avoid having to make any configuration modifications to the workstations at cutover time, we prefer to assign the name and ip address of the old server to the new server.  If this is not possible or desirable, then each workstation will require some configuration modification, and other devices that reference the server by either name or ip address will also have to be modified.  This may include port forwarding in the router, comm settings in the ATM and path references in document scanners.  An IT Technician or other knowledgeable person must be on site during cutover to make any workstation/device modifications.
   

B. New Server Preparation

1. A full version of Microsoft SQL is required for SDX, JPEGger and EZCash.  In order to install the SQL product that was on the old server it must be compatible with the Operating System of the new server.  SQL Full text search is required for SDX.  While Microsoft SQL server is typically installed on the same server with SDX, JPEGger and EZCash it doesn't have to be.  It is perfectly acceptable to have Microsoft SQL server running on a different server.  In that case the databases will be moved to that server instead and the SDX, JPEGger and EZCash configuration files will have to be modified to connect to that SQL server.
   
2. Install SDX, JPEGger, EZCash and TUD as required. No pre-installation is required for Scrap Dragon Classic.
   
3. For SDX Business Intelligence (BI) Reports, IIS must be installed and the Standalone Report Server configured.  
   
4. Ports must be opened in the firewall for SDX, JPEGger, EZCash and TUD.
   
5. A new empty JPEGger database is created and the JPEGger camera configuration is copied from the old server.
   
6. Care should be taken to install the SDX client in the same path as on the old server as that path is being referenced by the workstation shortcuts.  This folder needs to be shared.
   
7. Verify that the Old and the New servers can see each other in file explorer.  It must be possible to access the shared folders across the network in file explorer to do the necessary file copying at cutover.
   
8. If the ip address is not going to be swapped with the old server, then the new server must be assigned a static IP address.
   
9. Duplicate the functionality that exists on the old server to export data to other applications
1. It may be necessary to install the SDX Transfer program if it is used to interface Scrap Dragon with General Ledger Applications
   
2. If Positive Pay uploads are done through FTP it may be necessary to install WinScp or other FTP program and SDX Transfer.     

C. Cutover process

E. Workstation/Device Modifications (only if new server has different name than the old server had):

1. The shortcut to launch Scrap Dragon must be changed to point to the new server.
2. In Scrap Dragon Classic;
   
1. In Back Office, Maintenance, Setup, Local Computer Options, change any paths that include the server name.
   
2. The pointers to the specific forms that Scrap Dragon prints will only need to be changed if they include the old server name in the path. For example, the pointer to the cashier receipt ‘\forms\receipt7.frx’ would not have to be changed, but the pointer to the cashier receipt ‘\\server1\dragon\forms\receipt7.frx’ would have to be changed.
   
3. The form pointers are changed in on the tabs for Buy Printing, Sell Printing, and Other Printing.
   
4. The path to the camera directories for the fingerprint and signature pads on the server is changed on the Imaging Tab.