Upgrading Your Pervasive DataExchange Installation

Upgrading Your Pervasive DataExchange Installation
Instructions for Upgrading an Existing Pervasive DataExchange Installation
This appendix explains the steps to upgrade your current Pervasive DataExchange product installation. It contains the following sections:
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Before You Upgrade DataExchange
Before upgrading Pervasive DataExchange, review the following information:
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Preparing to Install Pervasive DataExchange. This chapter provides important information including system requirements and platform specific notes that are relevant to your operation.
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Upgrading means that you are installing a newer version of the product than the version currently installed. You do not have to uninstall the previous version to upgrade.
Windows Platform Notes
Be aware of the following conditions.
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DataExchange Readme File
Pervasive Software strongly recommends that you read the information contained in the Readme file. This file contains important product news that could not be included in the product documentation but may be essential to your installation and use of the product release.
The Readme file is located at the root on the installation CD.
Back Up Data Files
Ensure that you have a current backup of all of your data files prior to beginning the upgrade installation. You may also want to perform and test a full system backup. A full system backup is a general precaution prior to any software installation on a server.
Upgrading Pervasive DataExchange
The upgrade of DataExchange requires a previously installed version of the product.
Note You are not required to uninstall DataExchange before upgrading it. An uninstall removes all DataExchange design and activated database information from your system, as well as any databases created under the <Installation Directory >\Replication directory. Uninstalling requires that you redesign your replication databases.
If the upgrade installation fails before the program copies any files to the target installation directory, refer to the installation log file (replinst.log) in the Windows directory.
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Remember to upgrade all sites used in replication.
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Select DataExchange then Manager.
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Log on. By default, the Login Name is ADMIN and the Password is password. Both are case-sensitive.
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Click the Schedule tab.
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Select each schedule in the Name list (one at a time).
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Click the option Do not replicate then click Apply.
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Setup checks for a previous version of DataExchange. If found, messages about upgrading appear:
Figure A-1 General Upgrade Message
Figure A-2 Message When Upgrading from Pervasive PSQL V8 to v9
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The Welcome screen appears.
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Click Next.
The Software License Agreement appears.
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If your existing DataExchange license key needs updating, setup asks for a new one. If not, skip to step 8.
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A First Site and a Partner Site use the same key, which is provided on the case of the DataExchange installation CD, the product registration card, and the printed license agreement.
At the end of the evaluation period, the replication engine returns an error when it tries to start. You may apply a license key at any time. See To upgrade an evaluation license.
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Click Next.
The installation program automatically determines the settings for the previously installed version of DataExchange on the machine. A summary of installation settings appears.
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Click Next.
The upgrade continues, displaying status messages. The following types of messages appear:
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At the end of the installation, setup informs you that it is complete and prompts you to view the readme file.
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Click Finish.
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If you cleared the View the readme file option, setup exits. To view it later, open the Pervasive DataExchange readme.htm file.
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Click DataExchange then Manager.
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Log on. By default, the Login Name is ADMIN and the Password is password. Both are case-sensitive.
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Click the Schedule tab.
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Select each schedule in the Name list (one at a time).
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Click the option Replicate every then click Apply.
Common Questions After Upgrading Pervasive DataExchange
See also Common Questions After Installing Pervasive DataExchange.
Will my activated databases still replicate after I upgrade?
Yes. All replication information is retained for your activated databases. Your only task to use the activated databases is to restart any replication schedules that you had established before the upgrade.
Are all of my DataExchange registry settings retained after I upgrade?
Yes. The registry settings remain as before.