How to Relocate ProjectDox Share Folders to New Server

Moving ProjectDox Share Folders: UserFilesSource and UserFilesPublish

1. Create new folders for copying the content of existing share folders into on the new storage location

2. Create accounts on the machine where the new storage is located for the PD_USR and NetItSvc accounts giving them Local Administrator rights on the machine and using the same passwords as they are configured on the ProjectDox Web Server

3. After folders are created, establish NTFS Permissions and Share Permissions on the folders

   1. Setting the Security Permissions

      1. Select physical folder

      2. Right-click, select Properties

      3. Select Security tab

      4. Add appropriate users and permissions, Add PD_USR and NetItSvc accounts with Full Control

      5. Click OK to accept changes

   2. Setting the Share Permissions

      1. Right-click on the folder again and select Properties

      2. Select Sharing, then click on the button for Advanced Sharing

      3. Place check mark in the Share this Folder and provide a Share Name of UFS for UserFilesSource folder and UFP for the UserFilesPublish folder, then click on the Permissions button towards the bottom of the window

      4. In the Share Permissions window, click the Add button and add the PD_USR, NetItSvc accounts and the Administrators group to the Groups or Users Name selection

      5. Select each of the three accounts and set the Permissions for each to Allow Full Control

      6. Remove the Everyone Group from the Group or User Names selection

      7. Click OK to accept the changes.

4. Using ROBOCOPY or XCOPY, relocate the files from the old location of the files to the newly created folders on the new storage location (Note: this may take awhile depending on how much content is in each of the share folders)

5. On the ProjectDox web server

   1. IIS Administration Control Panel

      1. Select the UserFilesPublish virtual directory

      2. Select properties

      3. On General tab, update path to point to the new physical UserFilesPublish

      4. Test accessing the new location through IIS under the Basic Settings Option

   2. Locate the UpdatePaths.sql file in the ProjectDox installation folder under the Database\SQL\ sub-folder and copy to the SQL Database Server where the ProjectDox database resides

6. On the SQL Database Server

   1. Modify the UpdatePaths SQL script and provide the portion of the path to the files that you want to update in the database, if you are unsure of what the existing path is, open up the Files table in the ProjectDox database and look at the current records stored in the database. Look at the SourcePath column and see what portion of the current value stored needs to be updated and insert that into the updating the UpdatePaths script under the parameter named @OldServerSourcePath. Example provided in the UpdatePaths script file

   2. Next update the UpdatePaths script for the @NewServerSourcePath parameter with the location for the new file share folder location

   3. Next update the UpdatePaths script for the @OldServerPublishPath parameter with the location from the Files table query performed above looking at the PublishPath column

   4. Next update the UpdatePaths script for the @NewServerPublishPath parameter with the location for the new file share folder location

   5. Run the UpdatePaths script against the ProjectDox database, the number of records affected will be displayed in the results pane in SQL Server

7. ProjectDox Configuration Changes

   1. Log in to ProjectDox with an Systems Administrator account

   2. Navigate to Admin>Configuration>Core tab

   3. Scroll down and locate the field for UserFilesPublish – update with the new path to the share folder

   4. Scroll down and locate the field for UserFilesSource – update with the new path to the share folder

   5. Scroll to the top of the page and hit the SAVE button

   6. Select the Troubleshoot option from the Admin dropdown selection in the upper left side of the page and then test the access to the new share folders from ProjectDox by clicking the check folder permissions button

   7. Results of the test will be displayed on the page with a green success message if the connectivity and permissions are all successful

8. Live test

   1. Test opening existing files in a Project to ensure they can be viewed without any issues

   2. Test uploading new documents into a Project and see if they can be viewed

   3. Test creating a new Project in ProjectDox and that files can be uploaded and viewed without any issues