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Set up a Moveware Database and Backup Procedure on a Client’s Server

Set up a Moveware Database and Backup Procedure on a Client’s Server

Purpose 

To detail how Moveware (version 8.0 or greater), it’s databases and backups are currently implemented on client sites that are not on our hosting. 

Client IT administrators will have sufficient knowledge to ensure their offsite backups regarding our Moveware program is performed correctly as it is the sole responsibility of the client to ensure the backup of Moveware and its associated data is being done correctly. 


Scope 

The scope of this post is to illustrate the technical steps of configuring/upgrading Moveware on Workstation for client site.  


Moveware Database 

The Moveware database is setup to work using the following: 

Progress OpenEdge 

This is the coding program that is required to be installed for Moveware and its associated modules (MoveConnect / Web Services) to run.  By default, the directory for this is ‘C:\Progress’. 

Note: The server containing the database will run a different module of Progress compared to the terminal server/workstations – this is required for the Moveware database to run. 

Moveware Code 

This is our compiled code of our program, usually located in C:\Moveware and contains the following subfolders: 

Company 

This folder contains any client customised reports, procedures and Moveware shortcuts. 

Clients who create their own reports should take note to put their documents here or in their company moveware attachments folder 

Live 

This contains the current version of Moveware code and our standard report and word templates.  
No custom client documents should be stored here as they will be overwritten when we perform code updates. 
 
The live database will run code from this folder. 

Beta (optional) 

This folder will be seen if you’re site contains a Beta database.  The beta database and code usually is the next version of Moveware. 

Test (optional) 

This folder is available for clients who have a test database and wish to have code tested against a test database before applying the changes to the live/production database. 
 
In most cases, the test database will run off the moveware\live code. 

Live_XX (optional) 

Where xx is version number – These folders usually exist on companies running different versions of Moveware.   
 
Examples can include archived databases or companies containing multiple live databases. 

Shared 

This folder contains modules that are shared across all codes (if you have live/beta/test subfolders). 
 
Example modules are Moveconnect, Database Tools and HTML editor. 

On the database server, we share this folder as \\[server name]\Moveware 

The folder network share is required for clients running workstation copies of Moveware to update their Moveware code daily when the user logs into the system for the first time on a day. 

Moveware Setup Files 

The Folder/file locations specified below, are the default locations for a Moveware client site running a single live database – where Moveware is installed on the C drive and the moveware database and attachment folders are stored in a D drive (data) – your company may differ in locations. 

Moveware Documents / Attachments 

This is the folder location where we store Moveware data, such as the attachments stored using the yellow folder icon in Moveware. 

The location of this folder is viewed in Moveware > Employee Management > User Details > PDF-Path 

This folder is network shared as \\[server name]\MovewareDocs or \\[server name]\MWDocs 

Moveware Database file locations 

Moveware Databases are stored in the following locations 

D:\Databases\Live 

Live Database and log files (.lg) are stored here 

D:\Databases\Live\Backups 

Contains the daily moveware backup file 

D:\Databases\Live\Backups\AI 

For sites that have After Imaging enabled, we store those files here. Described in detail in the subsequent section 

D:\Databases\Test (optional) 

Test Database and log files (.lg) are stored here 

D:\Databases\Beta (optional) 

Beta Database and log files (.lg) are stored here 

D:\Databases\PhoneUK (optional) 

UK Clients who purchased the Royal Mail PAF UK postcodes will have the database stored here.  
 
Royal Mail releases a yearly update of the UK Postcodes every April. 


Moveware Setup Files 

We store the Moveware setup file in the D:\MovewareInstalls folder which contains the Progress Openedge/Crystal Reports/HTML Editor/MovewarePDF installation files. 

We also share this folder on the network as \\[server name]\MovewareInstalls 

For additional installations, this can be achieved by navigating to the shared network folder and running one of the below installation files depending on your requirements 

Deploy-server.bat 

For systems that will host the Moveware Database 

Deploy-client.bat 

To be installed on systems that will not host the moveware database but will require Moveware to be installed.  
e.g. Terminal Servers and Workstations. 


Standard Moveware Backup Process 

Upon installation of Moveware on a client site, we create a Windows scheduled task (called ‘Moveware Live Backup’) which performs a backup of your live database at 8:05pm daily. 

When this scheduled task starts the following events occur against your live database 

  • An online database backup is performed against your live database, and the file ‘moveware.backup’ is stored against your system in the daily Moveware backup file. 

  • After-Image files older than a day or two prior to full backup is cleared.  Ideally, we would simply clear all the files as it’s not needed, but we’ve decided to keep these older files just in case. 

Note: this daily backup that overwrites the existing backup file. So, if backup of multiple days is required please contact Moveware support to have this organised. 

In the instance where we need to restore the database, we’ll first restore the database from the moveware.backup file and then apply each after-image file sequentially to the restored database. 

The location of the database file is located as described in 3.2 Moveware Database  

After Imaging backup feature 

In Moveware 8.0 and greater, we enable the After-Imaging feature – an extension of the daily backup which creates a file every hour or 100 megs (whichever is earlier) containing database transactions performed since the last full moveware backup. 

This means if the client server has crashed and we have the latest Moveware daily backup and the after-imaging files – we can restore the database to an image of within one hour of its failure. 

The added benefit of using after-imaging as compared to performing a full database backup every few hours (as some clients have done in moveware V6.2 or lower) is to produce better system performance, by reducing the time taking to complete the database. 

Backup Process and Accountability 

Moveware create a scheduled task to run the backup process as part of the implementation (detailed in ‘Standard Moveware Backup Process’ section), and handed the responsibility of the backup process over the client, to ensure successful backups are completed and stored. 

Overall, the client is solely responsible to ensure their onsite/offsite backups of their data are being performed and monitored. 

If Restoration of the databases or servers from backups is required, Moveware strongly suggest that this is to be completed by Moveware Support, so to ensure Moveware databases are restored and correctly configured. 

Below is a moveware suggested backup guide, where we have listed the priority and severity, and outcome if the backups are not properly backed up or Maintained.  The location of these folders is detailed in Moveware database section of the document. 

Folder 

Priority 

Suggested Backup Frequency  

Comments 

Moveware Code 

High 

Daily/Weekly 

The loss of the Moveware\Company folder will require all custom reports to be rewritten – the time to recreate the reports can take up to 100 hours on average based on complexity (the bulk time being the Work order/invoice/quote documents).   
 
Time to recreate the report will also be billable.  
The backup frequency is dependant on the amount of report changes of these custom reports.  

Moveware Documents / Attachments 

High 

Daily 

Loss of this folder will result in missing client documentation such as quotes / invoices / dockets etc.  Will need to resort to the archived paper documents for past information. 

Moveware Database Backups 

High 

Daily / Hourly 

Back up the backup files and AI of the live database, not the actual running database folder (see below section for further detail).  The AI files folder should be backed up frequently (30-60 minutes), otherwise we can only restore the database to the last AI file if you happen to lose the primary server.  Loss of this database is not advised, will require a complete re-setup of the database to client’s specifications which billable in the hundreds of hours 

Moveware Setup Files 

Low 

Monthly/Yearly 

If this is not backed up, Moveware can re-download the files at the expense of time – time to download the files and setup the client/server installation batch files.  
We rarely update this folder. 


Direct Database Backup 

Moveware strongly advises our clients to not perform a direct copy of the database as this may cause the database to shut down as a measure to retain data integrity. 

Restoring the database with a copy of the live database if you managed to make a copy (the actual live files, not the moveware.backup) does not guarantee that there will not be any faults in the database. 

Volume Shadow Copy is not supported by Progress OpenEdge as described in the below link: 

http://knowledgebase.progress.com/articles/Article/000039034

Note the article mentions the use of suspending the database for VSS to work, but we do not advise this as it will lock out the users from the system.  The current online full database backup will achieve the same result at the added benefit of reduced storage space of these backups.  The cost of this being the time taken to restore the database from the backup, which can take up to an hour depending on the database size. 

For systems running data replication for redundancy, on the event that the primary system fails we will ignore the current live database data on the secondary server and will restore the live database on this system from the latest online backup file. 


Backup Actions and Responsibility 

To help clients identify what actions required to be completed by either the Moveware Support or Local Client IT Administrators, below are some common backup actions: 

Action Required 

Responsibility 

Onsite/Offsite Backups of Moveware 

Client IT Administrator 

Changes to the Moveware Database Backup Schedule 

Client IT Administrator – but ask Moveware for help to configure this if required 

Changes to the Moveware Database Backup Location 

Client IT Administrator – but ask Moveware for help to configure the change 

Changes to the Moveware Database Location (within the server) 

Moveware 

Restoration of any database from a backup 

Moveware, but Client to provide the backup 

Creating a Test\Beta Database from a Live Database 

Moveware 

Creating the new servers 

Client IT Administrator 

Migration of the Database Server to another location 

Moveware to review and organise the steps and dates with clients 

Moveware Workstation / Terminal Server Install 

Moveware to setup the client/server batch installation files. 
Client IT Administrator to perform the installation 

Moveware Server Install 

Moveware 

Migration of Moveware Documents / Attachments folder to another location or change in the shared folder name or path 

Moveware 
Changes to this path requires the paths in Moveware are updated to reflect this – namely reports and employee PDF-Paths 

External IP address changes (database server) 

Client IT Administrators to perform, but Moveware needs to be notified prior to the changes to be able to log into your system and correct your Web Service settings for products such as MoveClient, MovePartner, MoveSurvey and Mobi to function. 
 
Client IT Administrators are responsible for ensuring Web Service ports are accessible externally 

Set up of additional Moveware Web Services 

Moveware 
For clients who run our MoveClient, MovePartner, MoveSurvey or Mobi products on additional databases such as the test or beta. 
 
Client IT Administrators are responsible for ensuring Web Service ports are accessible externally 

Creation of additional Moveware Databases 

Moveware 

Server/Workstation Access Issues (Connection/Passwords) 

Client IT Administrator 

Issues with Moveconnect 

Moveware 

Issues with Web Services 

Moveware 

Printing Issues (Whole System) 

Client IT Administrators 

Printing Issues (Only in Moveware) 

Moveware 

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