Moving (migrating) CertiFlexDimension Ultra to a new Server with pervasive or Btrieve-12

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:
    1. Open File Explorer and browse to:
      \\YourServerName\CertiFlx\Advx\cuser\
    2. Locate and run wksetup.exe as Administrator.
    3. Follow the setup wizard prompts.
    4. Do NOT check the option to install Btrieve, as the Pervasive engine is already running on the server.

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.