KB: Changing Documents Folder Path: Difference between revisions

From RangerMSP Wiki - PSA software for MSPs and IT services providers
Jump to navigation Jump to search
No edit summary
 
(21 intermediate revisions by 4 users not shown)
Line 1: Line 1:
=Introduction=
=Introduction=
CommitCRM documents are saved in the database including the full path to the file location. When the path to the Documents folder changes (for example when [[Transferring_Commit_Installation_from_One_Server_to_Another|transferring your CommitCRM Installation from one server to another]]), you may also need to update the CommitCRM Documents Folder as well.  
RangerMSP documents are saved in the database including the full path to the file location. When the path to the Documents folder changes (for example when [[Transferring_the_Software_Installation_from_One_Server_to_Another|transferring your Installation from one server to another]]), you may also need to update the RangerMSP Documents Folder as well.  


Since the document path is saved in the database, there is a need to actually update the path in the document records.   
Since the document path is saved in the database, there is a need to actually update the path in the document records.   
Line 7: Line 7:


=How to change the database paths=
=How to change the database paths=
Updating the documents path to a new location consist of three steps:
Updating the documents path to a new location consist of four steps:
* Updating the paths in your database to the new location
* Update the paths in your database to the new location
* Updating the Accounts default document folder to the new location
* Update the Global Default Document Folder settings.
* Updating  the Global Default Document Folder settings.  
* Update the Global Default Documents Folders
'''IMPORTANT''': Please backup the Commit folder and sub-folders. [[Backup_and_Restore_FAQ|Click here]] for more details on backing up your system.
* Update the Knowledge Base Articles Folder


==Step 1 - Backup Your Database==
'''IMPORTANT''': Please backup the RangerMSP folder and sub-folders. [[Backup_and_Restore_FAQ|Click here]] for more details on backing up your system.


==Step 1 - Update the path for existing docs:==
In order to change the documents path in the database, you should use a utility designed for updating the path in the database according to the old location.


* Make sure you are using CommitCRM '''version 5.0 or higher''' (you can check this from the '''Help > About window'''). If you are using a version prior to 5.0, please contact us again for a different link to the program.
==Step 2 - Update the path for existing docs==
In order to change the path in the database for existing documents, you should use a utility.
This utility finds documents that contain the old location and replaces it with the new location.  


* If you are using '''CommitCRM version 5.0 or higher''' - [http://www.commitcrm.com/downloads/commit-change-all-docs-path-50.exe Click here to download] a utility that will help you modify the path


* Save it in folder:
*If you are using '''version 25 or above''' - [http://{{SERVERNAME}}/downloads/CRMChangeDocsPath.exe Click here to download] a utility that will help you modify the path.
'''<server>\Commit\Utils'''


* Run the downloaded program
*If you are using '''version 18 to 24''' - [http://{{SERVERNAME}}/downloads/crm-change-all-docs-path-v18.exe Click here to download] a utility that will help you modify the path.


* Set the original/old path
*If you are using '''version 16 to 17''' - [http://{{SERVERNAME}}/downloads/crm-change-all-docs-path-v16.exe Click here to download] a utility that will help you modify the path.


* Set the new path of the new server
* If you are using '''version 8 to 15''' - [http://{{SERVERNAME}}/downloads/crm-change-all-docs-path-v8-to-v15.exe Click here to download] a utility that will help you modify the path.


'''NOTE''': The path should point to the root folder where the documents are stored
* If you are using '''version 5.3 to 7.0''' - [http://{{SERVERNAME}}/downloads/crm-change-all-docs-path-53.exe Click here to download] a utility that will help you modify the path.
e.g. '''<server>/x/y/z/docs/'''


* Make SURE you end each path you set with a slash ( '''/''' )
* If you are using '''version 5.0, 5.1 or 5.2''' - [http://{{SERVERNAME}}/downloads/crm-change-all-docs-path-50.exe Click here to download] a utility that will help you modify the path.


* Click Replace
* If you are using a version prior to 5.0, please contact us again for a different link to the program.


* Done.
* Save the utility in folder:
'''<server>\RangerMSP\Utils'''


* Run CommitCRM and make sure the path was updated successfully.
To run the utility:
# Run the downloaded program.
# Set the original/old path.
# Set the new path of the new server.<br>'''NOTE''': The path should point to the root folder where the documents are stored, e.g. '''\\<server>\x\y\z\docs\'''
# Make SURE you end each path you set with a backslash ( '''\''' )
# Click Replace
# Done.
# Run RangerMSP and make sure the path was updated successfully.


<br>
<br>


==Step 2 - Update the Account Default Folders==
==Step 3 – Update the Global Default Documents Folders==
'''Note''': The '''default folder location''' for your accounts is '''not''' modified by the document path updater program. You should update the relevant default folders for your Accounts (via the '''Account's Details tab > Docs Dir'''). This is relevant only for accounts who have the default directory defined.
The Default Documents Folder determines the folder that will for new Accounts that will be created from now on.
<br><br>


==Step 3 – Update the Global Default Documents Folders==
To update this location to the new one, go to '''Tools menu > Options > Documents tab > Default Documents Folder''' and update the folder location.
* Set the default folder to be used for new accounts by going to:  
 
'''Tools menu > Options > Documents tab > Default Documents Folder'''
==Step 4 - Update the Knowledge Base Articles Folder==
If you keep documents for your Knowledge Base Articles, perform also the following steps:
 
# Set the default folder for Knowledge Base Articles from:<br> '''Tools > Options > Knowledge Base tab > Default Folder for Articles' Document Files'''. This will make sure new Knowledge Base articles will be created in the correct location from now on.
 
To update existing documents:
# Backup your database again, before proceeding to the next step.
# Then, use the same utility again to update the KB Articles path:
## Run the downloaded program
## Set the original/old path for the KB Articles
## Set the new path in the new server<br>'''NOTE''': The path should point to the root folder where the KB documents are stored <br> e.g. '''\\<server>\x\y\z\Docs\Knowledge Base\'''
## Make SURE you end each path you set with a backslash ( '''\''' )
## Click Replace
## Done.
# Run RangerMSP and make sure the path for KB Article documents was updated successfully.


=See Also=
=See Also=
[[Transferring_Commit_Installation_from_One_Server_to_Another|Transferring your CommitCRM Installation from one server to another]]
[[Transferring_the_Software_Installation_from_One_Server_to_Another|Transferring your Installation from one server to another]]


[[Category:KB|Docs]]
[[Category:KB|Docs]]

Latest revision as of 10:10, 22 May 2023

Introduction

RangerMSP documents are saved in the database including the full path to the file location. When the path to the Documents folder changes (for example when transferring your Installation from one server to another), you may also need to update the RangerMSP Documents Folder as well.

Since the document path is saved in the database, there is a need to actually update the path in the document records.

How to change the database paths

Updating the documents path to a new location consist of four steps:

  • Update the paths in your database to the new location
  • Update the Global Default Document Folder settings.
  • Update the Global Default Documents Folders
  • Update the Knowledge Base Articles Folder

Step 1 - Backup Your Database

IMPORTANT: Please backup the RangerMSP folder and sub-folders. Click here for more details on backing up your system.


Step 2 - Update the path for existing docs

In order to change the path in the database for existing documents, you should use a utility. This utility finds documents that contain the old location and replaces it with the new location.


  • If you are using version 5.0, 5.1 or 5.2 - Click here to download a utility that will help you modify the path.
  • If you are using a version prior to 5.0, please contact us again for a different link to the program.
  • Save the utility in folder:
<server>\RangerMSP\Utils

To run the utility:

  1. Run the downloaded program.
  2. Set the original/old path.
  3. Set the new path of the new server.
    NOTE: The path should point to the root folder where the documents are stored, e.g. \\<server>\x\y\z\docs\
  4. Make SURE you end each path you set with a backslash ( \ )
  5. Click Replace
  6. Done.
  7. Run RangerMSP and make sure the path was updated successfully.


Step 3 – Update the Global Default Documents Folders

The Default Documents Folder determines the folder that will for new Accounts that will be created from now on.

To update this location to the new one, go to Tools menu > Options > Documents tab > Default Documents Folder and update the folder location.

Step 4 - Update the Knowledge Base Articles Folder

If you keep documents for your Knowledge Base Articles, perform also the following steps:

  1. Set the default folder for Knowledge Base Articles from:
    Tools > Options > Knowledge Base tab > Default Folder for Articles' Document Files. This will make sure new Knowledge Base articles will be created in the correct location from now on.

To update existing documents:

  1. Backup your database again, before proceeding to the next step.
  2. Then, use the same utility again to update the KB Articles path:
    1. Run the downloaded program
    2. Set the original/old path for the KB Articles
    3. Set the new path in the new server
      NOTE: The path should point to the root folder where the KB documents are stored
      e.g. \\<server>\x\y\z\Docs\Knowledge Base\
    4. Make SURE you end each path you set with a backslash ( \ )
    5. Click Replace
    6. Done.
  3. Run RangerMSP and make sure the path for KB Article documents was updated successfully.

See Also

Transferring your Installation from one server to another