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      How to move Kofax Capture database to another SQL server

      You can use the following steps to move the Kofax Capture database to a different SQL server.
      You should first make sure the version of the new SQL server is compatible with the version of Kofax Capture you are running. 


      You can review the technical specifications for your Kofax Capture versions here to help determine what SQL server you can migrate to: https://docshield.kofax.com/Portal/Products/en_US/KC/11.1.0-40hy9nfk91/KC.htm

      NOTE: You will need a Kofax Capture enterprise license to use an enterprise version of SQL Server.

      Please note that you must use the Kofax Capture Database Utility (dbutil.exe) to move the database if you are using the Standard (SQL express) database.

      Steps to use DBUtil to migrate SQL Server databases:

      Open DButil and Enter the new instance, database name and password, and then click Apply. DBUtil will migrate to the new instance.

      Additional information:

      • This process will delete the original SQL Server Database. Make a backup first.
      • It is required to process all existing Batches out of the system.
      • Temporarily disable the KCN Service if it is being used (Kofax Capture Network Service). This will prevent Remote Sites from updating the database.
      • Verify that all users are logged out of Capture and will remain logged out until the process is completed.
      • An Enterprise license is required when migrating to SQL Server Enterprise Edition, DB2 or Oracle. Migrating to SQL Server Standard or another Express instance does not require an Enterprise license.

       

      NOTE: It is Best Practice to process out all batches or export them using the Kofax Batch Removal Utility (BRU) tool and then import them after the migration.

      NOTE: If you have Tracking enabled, it is also Best Practice to remove as much tracking data as possible by using the Report Viewer and deleting older data.

      Steps to manually migrate SQL Server databases:

      It is highly recommended to perform and test the below steps in a non-production environment first.

      1. Stop all Kofax Capture services and all Kofax workstation processing. (Analytics services also need to be stopped if this is being used.)
      2. Perform a full backup of Kofax Capture database from current SQL server.
      3. Change current Kofax Capture database to Offline.
      4. Restore Kofax Capture database to new SQL server.
      5. Make sure all SQL server users and database permissions have been replicated on the new SQL server (Include KCSystemDbUser and ACStatsRole if these are being used).
      6. Edit the ACConfig.xml file in the CaptureSV\Config directory.
      7. Change SQL server to new server in this file and save.
      8. Start Kofax services and verify Kofax functionality.
      9. Old SQL server and database can be retired if there are no Kofax software issues.

      Please feel free to contact our customer success team at support@genustechnologies.com for further assistance.