Q: How do we move our CertiflexDimension Ultra Program to a new server with Pervasive database?
A: To move your CertiflexDimension Ultra program to a new server do the following:
1. Retrieve the Pervasive License Key from the Old Server
- Log in to the old server with administrative rights.
- Open Pervasive License Administrator or Btrieve License Administrator
- Locate and copy the existing license key.
- Save the key in a secure location (text file or password manager) for later activation.
2. Install Pervasive on the New Server
- Use the installation disk or download the Pervasive setup package.
- Always install the 32-bit version if given the option of 32or 64
- If given a choice, install as a Service instead of an Application
- Follow the on-screen installation prompts and complete the setup.
3. Create a Shared Folder on the New Server
- Create a dedicated folder on the new server for CertiFlexDimension files.
- Use a simple, short share name (e.g., ACCTCFLX) to avoid long path issues.
- Right-click the folder → Properties → Sharing → Enable sharing for all necessary users.
4. Assign User Permissions
- Provide Read/Write permissions for all users who will access CertiFlexDimension.
- This applies to both Share Permissions and NTFS Security Permissions to ensure proper file access.
5. Copy Certiflex Files from the Old Server
- On the old server, locate the main CERTIFLX folder.
- Copy the entire folder (including all subfolders and files) to the new shared folder created in Step 3.
- Verify that all files have copied successfully.
6. Configure Each Workstation
- From each workstation:
- Open File Explorer and browse to:
\\YourServerName\CertiFlx\Advx\cuser\ - Locate and run wksetup.exe as Administrator.
- Follow the setup wizard prompts.
- Do NOT check the option to install Btrieve, as the Pervasive engine is already running on the server.
- Open File Explorer and browse to:
7. Transfer License to the New Server
- On the old server, open Pervasive License Administrator.
- Deauthorize the license.
- On the new server, open Pervasive License Administrator and Authorize using the key saved in Step 1.
- Confirm that the license is active and recognized by the new server.
- Browse to: \\YourServerName\CertiFlx\Advx\cuser\. If the file ~PVSW~.LOC exists, delete it (it might be marked Read-Only).
Final Checks
- Ensure that all workstations can connect to the new server and open CertiFlexDimension without errors.
- Test a few key functions (open company, run reports, enter transactions) to confirm the migration was successful.
- Once verified, you may decommission the old server if it’s no longer needed and the Data folder under ADVX, so no one accidentally accesses the old server.