DataExchange User's Guide > Upgrading Your DataExchange Installation
Upgrading Your DataExchange Installation
The following topics explain how to move to a newer version of DataExchange:
Before You Upgrade DataExchange
For users who want to move to the current release of DataExchange from an earlier version, the upgrade steps have changed from past releases. You now must uninstall the previous version of DataExchange using a specific set of steps, while also upgrading Zen.
To get ready to upgrade DataExchange, review the following items before proceeding with the steps under Upgrading DataExchange. In addition, since upgrading requires a new installation, see also the topic Preparing to Install DataExchange.
DataExchange Readme
We strongly recommend that you read the DataExchange release notes. This readme file provides information that could not be included in the product documentation but may be essential to your installation and use of the product. It is included in a DataExchange installation on 64-bit systems as the file readme_dx.htm in C:\Program Files (x86)\Actian\Zen\Replication\Docs. However, since this file may be updated after the release, its latest version is always posted on the Actian website.
Windows Administrator Rights
You must have full administrator-level rights on the system where you install DataExchange. For more information, see Administrator Rights.
Data File Backup
We recommend that you perform a backup of all of your current data files before beginning the upgrade. You may also want to perform a full system backup and test its restoration. A full system backup is best practice before any software installation on a server.
Upgrading DataExchange
Upgrading to the latest version of DataExchange must be done at the same time as upgrading Zen. The following steps can be used on PSQL and Zen v14 and DataExchange 14.00 or later versions.
To upgrade DataExchange
Remember to upgrade all sites used in replication. Any replication schedules should be deleted and users should not be accessing the data during the upgrade. We recommend backing up data on the First and Partner Sites before upgrading.
1. Deactivate the replication databases on both the Partner Site and First Site by running the following from a command prompt:
dxdeact DSN
where DSN is the DSN for each site.
2. Remove the replication template from the First Site using the DX Template Remover in the Actian DataExchange program group.
When doing so, select the Remove DataExchange System Tables and Remove DSN check boxes and database name.
If security has been placed on the template, select this check box and provide the Master user name and password.
This step removes the DSN and database in Zen Control Center that was used to track database changes. The previously tracked database itself and its data are not affected.
3. Stop the Zen services, then delete the replication databases and replication-related files from the following locations:
C:\Program Files (x86)\Actian\PSQL\Replication\projects
C:\Program Files (x86)\Actian\PSQL\Replication\templates
4. On the First Site, remove or rename the subdirectory in your database location, such as C:\Data\DX_DataProj, for example.
5. On the Partner Site, open Zen Control Center and find the database with the same name as the Template removed on the First Site.
6. Right-click the database name and select Delete.
Select Yes to delete the database name and DDFs. This step removes the DSN and database in Zen Control Center that was used to track database changes. The database containing your replicated data is not affected
7. Uninstall DataExchange on the Partner Site.
8. Uninstall DataExchange on the First Site.
9. Upgrade Zen on the First Site.
10. Upgrade Zen on the Partner Site.
11. Install DataExchange on the First Site machine as the First Site.
12. Install DataExchange on the Partner Site machine as the Partner Site.
13. Use DXDeploy on both sites to create a replication project.
14. On the Partner Site, if you are asked to replace existing files for Real Time Backup (RTB), select Save these files before replacing. The files will be saved in a subdirectory of your database location, such as DX_DataProj.save.
15. Initiate replication.
If DataExchange installation fails before the program copies files to the target installation directory, see the %temp% directory of the current login for the installation log file DataExchange_vnn_64_Install.log.
Note:  If you have been replicating multiple databases, instead of the steps 110 above, consider installing Zen on fresh machines using the ZenCC schema export and import feature to move the databases from their original locations to the new systems. Then continue with steps 1115.
Common Questions After Upgrading DataExchange
 
Last modified date: 05/31/2024