Summary

This article explains how to upgrade your adTempus software from version 4 to version 5 and migrate it to a new computer at the same time.

Background and Scope

This article covers the process for upgrading from adTempus 4 to adTempus 5.

Before upgrading adTempus you should review the upgrade information in the user guide to familiarize yourself with the changes in adTempus 5.

If you are upgrading adTempus in place (keeping it on the same computer), then simply follow the installation instructions in the user guide. The steps described in this article are not necessary.

If you need to move adTempus to a new computer without upgrading the software, see article K00000500 instead.

While the data export/import tool can be used to copy selected data from one adTempus installation to another, it is better to use a full database backup/restore if your intention is to create a full replica of an existing installation. 

Overview

The process of transferring an adTempus installation involves the following steps:

  1. Installing the software
  2. Registry configuration
  3. Transferring the Captured File data
  4. Transferring the database
  5. Upgrading the database

Preventing Duplicate Job Execution

Before beginning the migration process, review Preventing duplicate job execution during server migration to ensure that you do not end up with jobs running on both servers at the same time.

Installing the Software

Download the appropriate version of adTempus and install it on the target computer.

If you plan to use the default SQL Server Express instance on the target computer, select the option to install it. If you are going to use a standalone SQL Server instance, you do not need to install SQL Server Express.

Licensing

You must own a license for the new version of the software; the license for the old version will not work with the new version.

You may use any of the following approaches to licensing during installation:

A. Use an extra license

If you have an extra adTempus license in your license account, you can use that license to activate the target computer.

B. Use an upgraded license

If your license has already been upgraded (either through a maintenance subscription or by purchasing an upgrade) you have a valid license for the new version. While the licensing system automatically handles license upgrades for in-place upgrades, some extra steps are required when upgrading and moving to a new computer. This is because your new license is linked to the previous-version license, and cannot be used until the previous-version license is deactivated. If you log in to your license account, you will see the new license shows a status of "Allocated" to indicate that it is not available until the old license is deactivated.

In this situation you can use either of these approaches:

  • If you no longer need to run adTempus on the source computer, you can immediately reuse your existing license from that computer. To do this, run the License Manager tool from the adTempus program group on the source computer. Select your adTempus license, right-click it, choose the Remove option, and follow the instructions to return the license to your account for reuse. This will free up your new license to activate the software on the target computer.

    Note: Once you have deactivated the source computer, adTempus will continue to function normally until the next time the adTempus service is restarted. At this time, it will fail to start because you will no longer have a valid license on the source computer.

  • Contact us an explain the situation. We can reconfigure your license account to make the new license available immediately.

C. Use a temporary license

If you are not able to reuse the license from the source computer, you can get a 30-day temporary license. To do this, choose the "Continue Evaluation" option in the License Wizard, then complete the remaining software installation steps.

After installation is complete, run the License Manager from the adTempus program group and choose the "Get a temporary license" option from the "License" menu. Complete the steps to activate the computer using a 30-day temporary license.

Before the 30 days have elapsed, you will need to transfer the license from another computer (as described in option B above), or purchase an additional license.

Database Configuration

The Database Configuration wizard will run during installation.

  • If you chose to install SQL Server Express, follow the wizard steps to create a new, empty adTempus database on this computer. You will replace it later with data from the source computer.
  • If you are going to use a standalone SQL Server database instance, you will configure the target computer to connect to your existing database. Cancel the database wizard at this time. Note that the adTempus service will fail to start after installation completes, because no database has yet been configured.

Registry Configuration

If the instance you are moving is a Controller (previously called "Master") you must copy the instance's Machine ID to the new computer. Otherwise the Agents will not accept connections from the new server. If the instance is not a Controller, this step is not necessary.

  1. On the source computer, run the Registry Editor and navigate to key "HKEY_LOCAL_MACHINE\Software\Arcana Development\adTempus\Instances\Default". (If you are upgrading an instance other than the default, replace "default" with the correct instance name.)
  2. Copy the "MachineID" value from this key.
  3. On the target computer go to the same Registry key. Add a new STRING value named "MachineID" and set it to the value you copied from the source computer.

Transferring the Captured File Data

The files that adTempus has captured and stored as part of your job history are stored outside the database and therefore must be copied separately to the new computer.

On the source computer, use Windows Explorer to navigate to the folder "C:\Program Files\Arcana Development\adTempus\instances\default\data". Copy the "CapturedFiles" folder to the same location on the new computer. (If you are upgrading an instance other than the default instance, replace "default" with the correct instance name.)

Transferring the Database

The procedure for transferring the database depends on whether you are using the default SQL Server Express database, or a standalone SQL Server instance.

SQL Server Express

If you are using the default SQL Server Express database on the source, you will copy a backup of the database to the target computer:

  1. Stop the adTempus service on the source computer.
  2. On the source computer, run the Database Utility program from adTempus group on the Start menu.
  3. In the adTempus Database Utility, choose the Backup Database option on the Tools menu.
  4. Follow the on-screen instructions to create a backup of the database.
  5. If necessary, copy the backup file to a location that is accessible to the the target computer.
  6. Stop the adTempus service on the target computer.
  7. On the target computer, run the Database Utility.
  8. In the Database Utility, choose the Restore Database option on the Tools menu.
  9. Follow the on-screen instructions to restore the data into the adTempus database.    

The source and target computers now have independent copies of the adTempus database, and both instances can continue to operate if you wish.

You must next upgrade the database as discussed below.

Standalone SQL Server Instance: Reuse Existing Database

If you are using a standalone SQL Server instance to host the adTempus data, and you will no longer be running adTempus on the source computer, you can simply configure the adTempus instance on the target computer to use the existing adTempus database. It is not necessary to copy any data.

Note: Once you point the new adTempus instance at the existing adTempus database, you must not continue to run adTempus on the source computer. Having two adTempus instances pointing at the same database will result in data corruption and incorrect operation of adTempus. If you need to continue running adTempus on the source computer, you must create a copy of your database as described in the next section.

To transfer the database to the target computer:

  1. Stop the adTempus service on both the source and target computers.
  2. On the source computer, run the Registry Editor and navigate to key "HKEY_LOCAL_MACHINE\Software\Arcana Development\adTempus\Instances\Default\Database". (If you are upgrading an instance other than the default, replace "default" with the correct instance name.)
  3. Right-click the "Database" key and choose the Export option to create an export of the key.
  4. Once the export is complete, right-click the "Database" key and choose the Delete option. This will ensure that the adTempus instance on the source computer cannot be inadvertently started against this database.
  5. On the target computer, run the Registry Editor.
  6. Choose the Import command from the File menu and import the export file created on the source computer.

You must next upgrade the database as discussed below.

Standalone SQL Server Instance: Duplicate Database

If you are using a standalone SQL Server instance to host the adTempus data, and you want to be able to continue running adTempus on the source computer in addition to the target computer, you must make a copy of the adTempus database to be used by the adTempus instance on the target computer. This is necessary because two adTempus instances cannot share the same database.

To do this, use the "Copy Database" option in SQL Server Management Studio to make a copy of your existing adTempus database. Alternatively you can create a backup and then restore it under a new name.

You must next upgrade the database and configure adTempus to use it as discussed below.

Upgrading the Database

The adTempus database must be upgraded to be compatible with adTempus 5. Once the conversion process is run, the database can no longer be used with adTempus 4.

After you have transferred the database as described in the previous section, run the Database Configuration Wizard from the adTempus group on the Start menu.

If you are using SQL Server Express

If you chose to install SQL Server Express during adTempus installation, the Database Configuration Wizard will read your database settings, detect that your database needs to be upgraded, and offer to do that for you. Complete the steps in the Wizard to perform the upgrade. Your migration is now complete.

If you are using standalone SQL Server

If you are using a standalone SQL Server instance (either on the same computer as adTempus or a remote computer), you will need to supply the connection information so adTempus can connect to the database server, upgrade the database, and configure adTempus to use it. Refer to the Using a Standalone SQL Server Instance topic in the user guide for more information. The process will be the same as if you were doing a new installation of adTempus, except:

  • Be sure to specify the name of the new copy of the database, if you duplicated the database.
  • The Wizard will warn you that the database already exists. Be sure to select the option to continue with that database (do not create a new database). The Wizard will then upgrade the database to the new structure.

The Wizard may also need to create a database login for adTempus; refer to the installation topic for more information.