Migrating SQL Databases for Metalogix Archive Manager (327196)

If you need to migrate the SQL databases for Metalogix Archive Manager, the process is easy to complete but will require downtime while the databases are detached from SQL. We always recommend taking a full backup of the SQL databases and archive server before performing the migration.

Note: These instructions cover the SQL migration process for both Metalogix Archive Manager for Exchange and Metalogix Archive Manager Files Edition. If you only have one of these platforms not all steps will apply to your environment

Prepare for Migration

1. Stop the services for Metalogix Archive Manager using the Stop Services batch file included with the installation. You can find the batch files to stop and start services in the Metalogix Program Group on the Start Menu (Must be run As Administrator).

- Stop Exchange Services will stop all services for Metalogix Archive Manager Exchange Edition

- Stop File Services will stop all services for Metalogix Archive Manager Files Edition

2. Stop the MAM HSM Base Operations Service and MAM HSM Asynchronous Operations services (these are not included in the batch files)

3. Verify all services for Metalogix Archive Manager are stopped

4. Open SQL Management Studio for your SQL Server and instance and login with a SQL Administrator account

5. Expand the Databases folder to view the list of databases attached to the SQL instance. The following are the default names for the SQL databases with legacy names in parenthesis. 

Note: Database names can be specified during the initial install of the software so names may vary

Metalogix Archive Manager Exchange Edition Database

- MAMEXCH (exchangedb)

Metalogix Archive Manager Files Edition Database

- MAMFILE (mam4filesdb)

Shared component databases used for both products

- MAMAUDIT (auditdb)

- MAMHSM (hsmdb)

- MAMUSER (mtrolesdb)

- MAMINDEX (8.2 and later only)

- MAMSEARCH (8.2 and later only)

Note: If you are unsure of the names of your SQL databases you can check this using the Metalogix Archive Manager Configuration Utility on the archive server

6. Check the physical location of the databases on the server by right clicking the database and selecting Properties. In the Properties window select the Files section on the left and scroll to the right to see the full disk path and database file names.

7. Make a note of the location of the database files if you plan to change the physical location or need to move them to a new server

Migrating Databases

1. Right click on the MAMAUDIT (auditdb) database and select Tasks -> Detach...

2. Click OK on the Detach Database screen. If the database fails to detach verify that services are stopped on the archive server(s).

3. Repeat this process for each of your other Metalogix Archive Manager Databases (refer to the list above)

4. If applicable, move the database files to the new location or server

5. Open SQL Management Studio for your new SQL Server and instance and login with a SQL Administrator account

6. Expand the Databases folder

7. Right click the Databases folder and select Attach...

8. In the Attach Databases window select the Add... button

9. Navigate to the location where your database is saved and select it

Note: If you have the database and log file stored in separate locations you may need to perform additional steps to attach the database to the new SQL instance. We recommend consulting Microsoft for information on more advanced deployments of SQL.

10. Click OK to complete the process to attach the database. Repeat this process for each of the Metalogix Archive Manager databases

Setting up SQL permissions for the Metalogix SuperUser account

Note: These steps apply to environments using the Metalogix Archive Manager SuperUser with Windows Authentication to connect to SQL which is recommended. If you are using SQL Authentication you will need to duplicate the settings for the SQL account from the source SQL instance

1. Expand the Security folder in SQL Management Studio

2. Right click the Login's folder and select the option for New Login...

3. In the Login - New window select the Search button

4. Search for your SuperUser Account

5. After selecting the account, click Server Roles on the left side and select the option for sysadmin and click OK

Note: The sysadmin server role is recommended, however there are other methods to setup required permissions which do not require this role

Updating the Metalogix Archive Manager Configuration

1. Open the Archive Manager Configuration Utility on the archive server(s)

2. Select the Auditing tab and click the Configure button

3. Leave Microsoft SQL Server selected and click Next on the first page of the wizard

4. Change the Server name as needed for your new SQL Server instance and click Next

Note: If the connection fails there may be a permissions or firewall problem. Try to run the Archive Manager Configuration Utility as the SuperUser account and check your SQL Server firewall, permissions, and TLS settings

5. Click Finish to complete the wizard. Repeat these steps for the following tabs:

- HSM

- Files Archive (If using Metalogix Archive Manager Files Edition)

- Users

- Exchange Archive (If using Metalogix Archive Manager Exchange Edition)

- Search

- Post Processing

6. Start the MAM Base Operations Service

7. Start all other Metalogix Archive Manager services using the appropriate Start Services batch file included in the Start Menu Program Group (pictured at the beginning of the article)