How To: Copy a HighGear database to Another HighGear Server

Copying a HighGear database to another HighGear server is a complicated process, and it must be performed precisely as described in this document. There is no danger of data loss or corruption on the source server, but the destination server will not operate correctly unless the entire process is performed correctly.

Also, the same version of HighGear BPM software must be installed on both the source server and the destination server. Otherwise, the destination server will not be able to read the database accurately. To make sure that the process works correctly, we recommend that you upgrade both servers to the latest version of HighGear BPM software before beginning the transfer process.

Back up the source server’s HighGear database

1. Open SQL Management Studio on the source server
2. Open the HighGear database
3. Back up the database

If your source server has the BI Module, back up its HighGear_Reporting database

1. Open SQL Management Studio on the source server
2. Open the HighGear_Reporting database
3. Back up the database

Load the database backup onto the destination server

1. Open SQL Management Studio on the destination server
2. Open the HighGear database
3. Restore the backup file into the HighGear database, with the Overwrite option checked
4. Open the Security folder in the HighGear database
5. Open the Users folder
6. Delete all of the users that are there
7. Go to the server’s Security folder, and open the Logins folder
8. You will see three HighGear users: HighGear, HighGear_Admin, and HighGear_Reporting
9. Right-click on the HighGear user and click Properties
10. Go to the User Mapping page
11. Check the “Map” box for the HighGear database
12. In the Role Membership section, check db_datareader and db_datawriter
13. Click OK
14. Do the same thing for HighGear_Admin, but check db_datareader, db_datawriter, and db_owner
15. Do the same thing for HighGear_Reporting, but only check db_datareader
16. Now, go back to the HighGear database and open the Programmability folder
17. Open the Functions folder, and go to the Scalar-valued Functions folder
18. That list will contain four functions, or six if your server has the HighGear Business Intelligence Module installed. For each one, do the following:
    1. Right-click on the function and click Properties
    2. Go to the Permissions page
    3. Click the Add button, click Browse, and select HighGear, HighGear_Admin, and HighGear_Reporting
    4. Click OK twice to get back to the Permissions page
    5. Select each user in turn, and check the Grant box for the Execute permission
    6. Click Ok

If your source server had the BI Module, do the following:

1. Open the HighGear_Reporting database
2. Restore the backup file into the HighGear_Reporting database, with the Overwrite option checked
3. Open the Security folder in the HighGear_Reporting database
4. Open the Users folder
5. Delete all of the users that are there
6. Go to the server’s Security folder, and open the Logins folder
7. You will see two HighGear users: HighGear, and HighGear_Reporting
8. Right-click on the HighGear user and click Properties
9. Go to the User Mapping page
10. Check the “Map” box for the HighGear_Reporting database
11. In the Role Membership section, check db_datareader , db_datawriter, and db_owner
12. Click Ok
13. Right-click on the HighGear_Reporting user and click Properties
14. Go to the User Mapping page
15. Check the “Map” box for the HighGear_Reporting database
16. In the Role Membership section, check db_datareader and db_datawriter
17. Click Ok

If you are unsure about any stage of this process, please contact support to discuss your questions.