| Step | Task | Complete |
| 1 | Compile Conversion Files
Backup Source and Work databases, save FrontEnd script and additional scripts to Live-Merge output folder then transfer to production Manitou Server |
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| 2 | Backup production Manitou Database
On primary Manitou server, take a backup of the Manitou database |
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| 3 | Restore Work and Source databases
Restore Work and Source databases to the primary Manitou server |
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| 4 | Check Licensing
In the Bold License Manager, check that customer has proficient licensing for additional accounts |
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| 5 | Call Customer – Begin Live-Merge
Inform the customer that the Live-Merge is about to begin, replication is about to be dropped and you will call back (usually within 5-10 minutes) when services are about to be restarted. |
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| 6 | Drop Replication
Using the DB Manager, drop replication. Be sure to note which server is replicating out, some customers may be using a server labeled as 2 or 3 as their primary. |
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| 7 | Truncate SerTables
Using the ‘TruncateSerTables’ script below, truncate the SerTables in the Work database to avoid duplicate additions during the conversion. USE [Customer]Work
DECLARE @name nvarchar(25)
DECLARE @sql nvarchar(max)
DECLARE db_cursor CURSOR FOR
SELECT
NAME
FROM SYS.TABLES
WHERE NAME LIKE 'Ser%'
ORDER BY NAME
OPEN db_cursor
FETCH NEXT FROM db_cursor INTO @name
WHILE @@FETCH_STATUS = 0
BEGIN
SET @sql = 'TRUNCATE TABLE ' + @name
PRINT('Truncated Table ' + @name)
EXEC(@sql)
FETCH NEXT FROM db_cursor INTO @name
END
CLOSE db_cursor
DEALLOCATE db_cursor
Delete from ConversionConfig where OptionName = 'LiveMergeSuccess' |
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| 8 | Run FrontEnd Script
Run the FrontEnd script on the restored Work database. Ensure that the script runs successfully. |
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| 9 | Set Monitoring Status to Inactive
Before inserting the data in Manitou, set all account Monitoring Status in the Work database to inactive using the script below. This will help avoid issues during the conversion. use [Customer]Work
update m set m.commstate = 0 from monitoring m |
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| 10 | Run BackEnd Script
Run the BackEnd script on the restored Work database. Ensure that the script runs successfully. NOTE: If you receive a ‘Primary_Key’ error, rerun the FrontEnd then rerun the BackEnd to resolve the issue. |
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| 11 | Run Extra Scripts
Run any extra scripts that are associated with the conversion. |
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| 12 | Call Customer – Before Restarting Services
Call the customer and let them know that services are about to be restarted. Ensure that all operators are at a good point that they can stop and log out of Manitou. |
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| 13 | Stop and Start Services
In the Manitou System Manager, stop services. First, stop active FEPs, then right-click on the Broker and select ‘Stop All’. Once all services have stopped, right-click on the Broker again and select ‘Start All’. |
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| 14 | Check with Customer – Can Operators Login?
Check with the customer to ensure that all operators are able to log in and that no data from before the conversion has been lost. |
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| 15 | Start FEP(s)
Start all active FEP(s). |
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| 16 | Check with Customer – Are Signals Coming In?
Verify with the customer that FEPs are active and new signals are coming in. This can also be verified in the FEP Commander. |
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| 17 | Update Monitoring Status to Active
With signals arriving without error, update all converted accounts Monitoring to active using the script below in the Manitou database. Make sure they are ready and want to do this. use Manitou
update m set m.commstate = 1 from monitoring m where credate = [Live-Merge Date] |
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| 18 | Check with Customer – Verification of Systems
Allow the customer to take a few minutes to make sure all systems are functioning and operators are able to perform duties. |
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| 19 | Allow Customer to Resume Normal Activity
Wait 30 minutes – 1 hour to allow the customer to perform normal duties. During this time any discovered issues by the customer should be reported back to BOLD prior to rebuilding replication. |
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| 20 | Restore Replication
In DB Manager, restore replication to the correct primary server. Wait for all processes to complete and replication to fully restore. |
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| 21 | Drop Work and Source Databases
Drop both the work and source databases from the primary server. |
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| 22 | Send Project Completion
Send the customer the completed Bold Group Project Completion document and Project Completion Review Meeting Invite. |
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| 23 | Call Customer – End of Day Check-In
Call customer at the end of the day to verify everything is running smoothly and there are no data gaps. |
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