1. It is suggested to have a directory on your server for manex software. Within that directory, we also suggest to create the following sub-directories:
- DailyBackup
- Data
- ManexDesktop
2. Within the Data Directory create the following two sub-directories:
Live: where your live data is stored.
Test: where test data is stored.
3. Go to your DailyBackup directory and copy the path as shown below.
4. Open SQL Server Management.
Select "Server Name"
Log In using SQL Server Authentication.
5. You can use the attached script file at the bottom of this article. (For more on the backup script, see the following article Manual SQL Backup Script.) This script will make a quick backup of the manex database, and allow you to modify where the .bak file is created.
- Open the script in SQL manager.
- Paste the file path that you copied from the above step.
- It is suggested that the creation date of the backup file be in the file's name.
- Once you have modified the settings in the script to what you want, execute the script. The backup will be created in that location.
6. Go to the DailyBackup directory and confirm that the backup of your Live data has been generated.
7. Return to the SQL Manager.
Once logged into the Server, right-click on "Database."
Select "Restore Database."
8. While in the General Page, select "Device."
Then depress the browse button.
9. Within the Select Backup Devices screen, depress the "Add" button.
10. Within the Locate Backup File screen, locate or paste the file path of where your backup files is located. (You might see it right away or you might have to change to "All files")
Select the .bak file and make sure that it is displayed in the File Name field.
Depress the "OK" button.
11. You will be returned to the Select backup devices screen, and you will see your backup media populated.
Depress the "OK" button.
12. The General Page will look like the screen below.
Make sure to type in the desired database name. (The below example uses 'ManexTest'")
Then select the Files Page from the left.
13. While in the File Page, check the box titled, "Relocate all files to folder".
Paste in the file path where you wish to keep the database.
Confirm within the "Restore As" field that the MDF and LDF file name matches what you are naming this database. (Sometimes it might retain the original database name in the "Restore As" fields.)
Then, go into the Options Page.
14. Check to see if Tail-Log Backup items are active.
If they are active, you will want to make sure to uncheck these.
Depress the "Ok" button.
15. You should then see a progress bar in the upper right hand corner.
16. Once finished, the following message will appear.
17. Upon returning to the SQL Manager, you should see the new database has been restored.
18. Return to the K:\Manex\ManexDesktop directory
Within the the directory titled, "ManexDesktop", should be the other two directories created: LIVE and TEST.
19. Go to where the Live manexDesktop directory is set up.
Select all files.
Copy the Live Desktop Directory.
20 Go to the manexDesktop\Test directory and Paste the copied files.
21. While in the manexDesktop\Test directory, Edit the manexSQL.ini
Make sure the database is pointing to the test database. (Example shows the database named "MANEX_Test.")
22. Now we will set up the test site for manexCloud (web), so you can also test manexCloud functionality on the test system
Go to the location you setup the the live system for manexCloud. (Example uses the name "WebManEx.")
23. Create a directory for the test manexCloud.
24. Copy contents from your live manexCloud to the test manexCloud.
25. You will need to open the Webconfig file and change the catalog from pointing to manex database to the test database just created. See highlighted section in yellow below.
Note: if you setup a user ID and password for SQL authentication in the SQL manger for your live system, you will need to do this again for your test system.
Save changes.
26. Now we need to setup the test manexCloud website. You would set this up the same way you did the live site following the original instructions provided to you from the KB article: Setup manex as a Sub-Domain or Stand-Alone Website. You should now be pointing to the test manexCloud directory you just setup.
27. Go into you manex test system, and open the application titled "SQLSYSETTING.EXE" and under General Setup select "System Appearance" to modify the web URL to use for the test site.
Please note you will have to do this step each time you restore the test database.
28. it is important that the appropriate people that will be reviewing the test system have access to the following:
ManexDesktop\Test
Webmanex_test URL
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