KB: Changing Documents Folder Path

Introduction

When transferring your CommitCRM Installation from 1 server to another, the need to move the CommitCRM Accounts Documents Folder also comes up many times. The problem here is that if you move the directory, then the database will not know where to look for the documents you have imported into CommitCRM.

How to change the database paths

We have a find&replace utility designed for updating the Docs path in the files imported in to CommitCRM pointing to the old location.

There is a 3 step process that will update your docs paths in your database to the new location, update your accounts to the new location, and update your default settings.

Here’s the steps:

IMPORTANT: Please backup the Commit folder and sub-folders and only then:

Step 1 - Update the path for existing docs:

• Make sure you are using CommitCRM version 5.0 (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.

• If you are using version 5.0 - Click here to download a utility that will help you modify the path

• Save it in folder:

<server>\Commit\Utils

• Run the downloaded program

• Set the original/old path

• 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/

• Make SURE you end each path you set with a slash ( / )

• Click Replace

• Done.

• Run Commit and make sure the path was updated successfully.

Step 2 - Update the Account Defaults

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.

Step 3 – Update the Global defaults for new accounts

• Set the default folder to be used for new accounts by going to:

Tools menu > Options > Documents tab > Default Documents Folder