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Converting Surround SCM Databases from PostgreSQL to SQL Server

Article ID: 720  |  Last updated: 22 Dec, 2014

To move the Surround SCM Server database and mainline branch databases from PostgreSQL to SQL Server (ODBC), complete the following steps:

  1. Back up the PostgreSQL database.
  2. Create empty databases for the Surround SCM Server database and mainline branches in SQL Server.
  3. Convert the Surround SCM Server database to the new SQL Server database.
  4. Create RDBMS connections to the new SQL Server databases for mainline branches (optional).
  5. Convert mainline branches to SQL Server (optional).

Back up the PostgreSQL database

Before converting databases, you should create a backup. See Backing Up Surround SCM 2009 and Later Databases.

Create empty databases in SQL Server

In SQL Server, create an empty database for the Surround SCM Server database.

Mainline branches are stored in the same database as the server database by default. You can also store them in one or more separate databases. This can make it easier to restore individual mainline branches from backup. If you want to store mainline branches in separate databases, create empty databases for them.

Create system DSNs for the SQL Server databases

  1. Create a system DSN for the SQL Server database you created for the Surround SCM Server database.
    • Make sure you select the driver that corresponds to the SQL Server version you are using.
    • Make sure you select the appropriate empty database you created as the default database.
    • We recommend using SQL Server authentication instead of Integrated Windows authentication.
  2. Create system DSNs for any SQL Server databases you created for mainline branches.

Convert the Surround SCM Server database to SQL Server

When you convert the server database, mainline branches stored in the server database are also converted.

  1. In the Surround SCM Client, choose Tools > Administration > Server Options.
  2. Select the Server Database category.
  3. Click Convert.
  4. Select ODBC as the connection type.
  5. Select the Data Source Name you created for the server database and enter the connection Username and Password.
  6. Click Test to test the connection. If the connection fails, check the connection information.
  7. Click OK. You are prompted to create the server database tables.
  8. Click Yes. You are prompted to confirm the database conversion.
  9. Click Yes. The conversion starts.
  10. Click Close when the conversion finishes. You are prompted to confirm changing the server to use the new database location.
  11. Click Yes.
  12. Click OK. The server database location is converted.
  13. Restart the Surround SCM Server.

Create RDBMS connections for the new mainline branch databases (optional)

If you created separate databases for mainline branches, you need to create a connection to the RDBMS database for each empty database you created.

  1. In the Surround SCM Client, choose Tools > Administration > Server Options.
  2. Select the RDBMS Connections category.
  3. Click Add.
  4. Select ODBC as the connection type.
  5. Select the Data Source Name you created for the mainline branch database. Enter the same username and password you entered when you added the DSN.
  6. Click Test to test the connection. If the connection fails, check the connection information.
  7. Click OK to save the changes.
  8. If you created additional databases for mainline branches, repeat steps 1 through 7 for each database you created. Make sure you select the correct DSN when you create the connection.

Convert mainline branches to SQL Server (optional)

  1. Choose Tools > Administration > Branch Maintenance.
  2. Select the mainline branch you want to convert and click Toggle Active. You are prompted to inactivate the branch.
  3. Click Yes.
  4. Close the Branch Maintenance dialog box.
  5. Select the inactive mainline branch and choose Tools > Administration > Convert Mainline Branch.
  6. Select the ODBC connection you created for the mainline branch and click OK. You are prompted to create the server database tables.
  7. Click OK. You are prompted to start the database conversion.
  8. Click Yes. The conversion starts.
  9. Click Close when the conversion finishes. The converted mainline branch database is now hosted in SQL Server.
Article ID: 720  |   Last updated: 22 Dec, 2014
Tags
database PostgreSQL SQL Server

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