Installing DataExchange with No Previous Installation
Instructions for First-time Installation
The following topics cover procedures for installing DataExchange:
Before You Install DataExchange
The following topics provide information needed to successfully install DataExchange. Before you do the installation, first review the following:
Preparing to Install DataExchange. This topic covers platform-specific notes that are relevant to your use of the product.
Windows Platform Notes
Be aware of the following conditions.
Installing DataExchange
DataExchange v13 requires that a PSQL v13 Server, Server Vx, or Workgroup engine be installed first. Be sure that the system has a database engine before trying to add DataExchange.
Note DataExchange installation stops and restarts the PSQL engine. If your business needs prohibit stopping the database engine during certain hours, install DataExchange outside those times.
DataExchange comes in two editions determined by the kind of license you purchase:
DataExchange uses the same license key on both the First Site and on the Partner Site. You can add Partner Sites for additional backups if you purchase DataExchange license keys.
One DataExchange license key is used for all machines that are to synchronize data.
If you omit the license key at installation time, DataExchange provides an evaluation license, which you can later replace with a permanent one. For more information, see DataExchange Licensing.
If the installation fails before the program copies any files to the target installation directory, see the %temp% directory of the current login for the installation log file. On 64-bit systems this file is DataExchange_vnn_64_Install.log, and on 32-bit systems it is DataExchange_vnn_x86_Install.log, where nn is the product version.
DataExchange installs an email notification agent on systems with PSQL Server or Server Vx. The agent is not available for PSQL Workgroup. For more information, see dxagent.
The rest of this section covers the following topics:
Installing DataExchange for Real-Time Backup
Follow these steps for the Real-Time Backup edition. To install the Data Synchronization edition, see Installing DataExchange for Data Synchronization.
You will run the installation twice: once on the First Site and once on a Partner Site.
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In the Welcome window, click Next.
The installer detects your PSQL version and system information. This may take a few minutes.
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Read the Software License Agreement. To continue, click I accept and then click Next.
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At the end of the evaluation period, the replication engine begins returning an error. You may apply a license key at any time. See To upgrade an evaluation system with a license key.
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Click Next and do one of the following:
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You will use a First Site to design and configure the replication network. Its components include the administrative utilities and the replication engine.
A Partner Site replicates data with the First Site. Its components include the DataExchange administrative utilities and replication engine. You may install a Partner Site before installing a First Site, but you must initialize and configure the replication network from the First Site.
Caution Do not install more than one First Site on a network, or replication conflicts may occur. To lessen the risk of unintentionally installing a First Site, the default choice in this step is Partner Site.
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After making your selection, click Next, then continue as follows:
To install a First Site, Click Yes if you have not installed a First Site on your replication network and continue with the next step. Otherwise, click No to finish using the installer and exit.
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Click Next to open a dialog to specify site information.
Both fields default to the host name of your machine.
The Site Name identifies your system on the replication network. The name can be whatever you want. Accept the default or enter a more descriptive name.
The Host Name identifies this system to the DataExchange Engine. If your system has a fixed IP address and you prefer to use it, enter it here. If the IP address is assigned by DHCP, accept the default host name.
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Click Next.
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You may click Back to review installation settings and change them if needed. To start the installation, click Install.
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We recommend that you view the readme file for important release notes concerning configuration and use of the product. It is included in the installation on 64-bit systems as the file readme_dx.htm in C:\Program Files (x86)\Actian\PSQL\Replication\Docs. However, since this file may be updated after the release, its latest version is always posted on the Actian website.
Installing DataExchange for Data Synchronization
Follow these steps for a Data Synchronization edition. For the steps to install a Real-Time Backup edition, see Installing DataExchange for Real-Time Backup.
You will run the installation twice: once on the First Site and once on a Partner Site.
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In the Welcome window, click Next.
The installer detects your PSQL version and system information. This may take a few minutes.
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Read the Software License Agreement. To continue, click I accept and then click Next.
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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 begins returning an error. You may apply a license key at any time. See To upgrade an evaluation system with a license key.
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Click Next and do one of the following:
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You will use a First Site to design and configure the replication network. Its components include the administrative utilities and the replication engine.
A Partner Site replicates data with the First Site. Its components include the DataExchange administrative utilities and replication engine. You may install a Partner Site before installing a First Site, but you must initialize and configure the replication network from the First Site.
Caution Do not install more than one First Site on a network, or replication conflicts may occur. To lessen the risk of unintentionally installing a First Site, the default choice in this step is Partner Site.
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After making your selection, click Next, then continue as follows:
To install a First Site, click Yes if you have not installed a First Site on your replication network and continue with the next step. Otherwise, click No to finish using the installer and exit.
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Click Next to open a dialog to specify site information.
Both fields default to the host name of your machine.
The Site Name identifies your system on the replication network. The name can be whatever you want. Accept the default or enter a more descriptive site name.
The Host Name identifies this system to the DataExchange Engine. If your system has a fixed IP address and you prefer to use it, enter it here. If the IP address is assigned by DHCP, accept the default host name.
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Click Next.
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You may click Back to to review installation settings and change them if needed. To start the installation, click Install.
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We recommend that you view the readme file for important release notes concerning configuration and use of the product. It is included in the installation on 64-bit systems as the file readme_dx.htm in C:\Program Files (x86)\Actian\PSQL\Replication\Docs. However, since this file may be updated after the release, its latest version is always posted on the Actian website.
After You Install DataExchange
Your next step depends on which edition of DataExchange you have installed.
After Installing Real-Time Backup Edition
After you install DataExchange Real-Time Backup Edition on both sites, we recommend that you set up a sample replication deployment between the first and partner sites. Using this example is optional, but it may be helpful to step through a hands-on deployment with a sample database.
To use the example, see Replication Deployment.
After Installing Data Synchronization Edition
DataExchange Data Synchronization Edition provides several ways to design and deploy a database for replication. These methods involve a variety of decisions, which are under Data Synchronization Deployment Models.
PSQL Security with DataExchange
PSQL provides security models for Btrieve applications. However, an activated database created by DXdeploy does not automatically use security, even if its source database does. You can add security to a replication database. For an example using the Demodata sample database, see Replicating a Database with PSQL Security. To learn more about PSQL database security, see those topics in the PSQL Advanced Operations Guide.
Common Questions After Installing DataExchange
You may have the following questions after installation.
Do I Have to Configure Anything in PSQL Control Center (PCC) for DataExchange?
No. DataExchange requires no special settings in PCC.
Does DataExchange Create Any Log Files?
Yes. See Log Files.
How Do I Automate a Scheduled Replication?
See Schedule Tasks.
How Do I Get Notified by Email for a Replication Failure?
See DataExchange Agent.
Where are the DataExchange files installed?
You will find new installations of DataExchange in the following locations:
1 Windows 7 and later refers to Windows 7 and any Windows operating system released after Windows 7 that is currently supported by PSQL and DataExchange.
Uninstalling DataExchange
The uninstall program removes all DataExchange components from your system. Uninstalling removes databases registered by PSQL that are located under C:\ProgramData\Actian\PSQL\Replication or C:\Program Files (x86)\Actian\PSQL\Replication. For locations other than these, uninstalling leaves databases untouched. It also does not remove DSNs and database names associated with databases in other locations.
If you have activated databases located under C:\ProgramData\Actian\PSQL\Replication or C:\Program Files (x86)\Actian\PSQL\Replication, you must perform the following actions before you uninstall DataExchange:
If you do not deactivate the database before you remove the template, uninstalling leaves the database files and associated replication files. The replication files do not cause any problems, but you may prefer to reclaim physical storage by deleting them.
Note The PSQL database engine must be stopped and restarted during DataExchange removal. If your business requirements prohibit stopping the database engine during certain hours, uninstall DataExchange during an acceptable period.
Note You can upgrade DataExchange without uninstalling it. To do so, use the steps under Upgrading Your DataExchange Installation. Completely removing DataExchange removes all design and activated database information from your system, as well as any databases created under the Replication directory. Since uninstalling would require you to redesign any replication databases after installing the new version, it is preferable to upgrade without this step.
If you need to uninstall DataExchange, use the following standard steps:
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Click DataExchange in the list and select Uninstall.
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