QuoteWerks Knowledgebase Topic (Article ID 6015)

QuoteWerks Corporate Edition - Moving Databases

This information applies to :

Article ID

September 18, 2019

Corporate Edition

Are you using the most current release of QuoteWerks?
Version 5.5 Build 1
With our Standard and Professional Editions of our product, our data is stored in a Microsoft Access database. Access Database information is stored in files that can easily be copied between machines. Assistance and education on moving files between machines is not included in the price of QuoteWerks. QuoteWerks users of computers need to know how to perform these tasks or have resources that they can rely on to assist them in such tasks. Since the copying of files really is an easy process, in technical support we will occasionally go the extra mile to try and assist the person with instructions in how to move the files since it is typically a 2 step process of copy and paste.

The corporate edition stores data in a Microsoft SQL Database. Microsoft SQL server is a very powerful, robust, complicated product that requires significant training and certification to have the knowledge to correctly maintain and use it. It is not as simple as copying and pasting files. Just as the copying and pasting of files is not something that is included in the price of QuoteWerks, certainly the assistance and education on a product such as Microsoft SQL server that for certification requires weeks of expensive classes, is also not included in the price of QuoteWerks.

NOTE: Be sure no one is using QuoteWerks before performing this procedure!!
1. In SQL Management Studio, backup the QuoteWerks SQL database
2. Restore the SQL database on the new SQL server using SQL Management Studio
3. Launch the QuoteWerks Medic Utility located in the QuoteWerks directory called MEDIC.EXE.
4. Select the Utilities-System Database Setup Menu.
5. Make the appropriate SQL server changes and click the OK Button. You can verify that the change took effect by opening QuoteWerks and going to Help --> About --> System and verifying the entries in the SQL Server/Database Name fields.

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