ProCalV5 Database Upgrade SQL to 5.9.0.2 Guide

Step 1 - Upgrading to 5.8

The Database Upgrade program converts a 5.4, 5.6 or 5.7 Database structure to a 5.8 database structure, for SQL Server. The program adds new fields, tables, and makes other structural changes necessary for new features to be supported. SQL Server conversions, additional scripts need to be run following a successful conversion in order to complete the process.

Btn_Alert.png IMPORTANT: The upgrade process is not reversible, and special care should be taken to back up the database prior to running this tool. Should the conversion fail, a database that has not been backed up could be difficult or impossible to recover.

Requirements and Prerequisites

In order for the Upgrade process to run successfully, an ODBC pointing to the prior version database MUST exist. If ODBC settings are not found, they need to be created before the Database Upgrade process can begin.  For instructions on how to create an ODBC, see the documentation that was supplied with your original installation for properly configuring the ProCalV5 ODBC.

 

DB Upgrade requires a functioning SQL Server database to upgrade. Additionally, the ODBC settings need to be correctly set and verified to be sure which database the program is updating. For example, using the most common version, 5.7, the following ODBC data sources apply to your current 5.7 environment.

 

Database PlatformODBC System Data Source Name
SQL ServerPROCAL57S

 If Running Version 5.6 or 5.4: Please note that for version 5.6, the “57” is replaced with “56” above. Similarly for 5.4, it is changed to "54".

Btn_Alert.png IMPORTANT: You must have the Database Login and Password for SQL Server available.

Btn_Alert.png IMPORTANT: This application will NOT make use of Connection Override files (.CFG) files for supplying connection information to the database to upgrade and will not allow the ODBC Name to be overridden. You must have the actual database login and password for upgrading your database.

Btn_Alert.png IMPORTANT: You MUST import all known Mobile Workstation databases before performing your backup and upgrading your database to 5.8.

Btn_Alert.png IMPORTANT: You MUST Upload any completed tasks from your Documenting Process Calibrators.

Setup of Upgrade Database Connection

Before running DB Upgrade, the ODBC needs to be checked for correctness.

You can access the ODBC via Start – All Programs – ProCalV5 5.8 – Help and Support – Launch ODBC Data Source Administrator. Run and navigate to the “System DSN” tab. Once there, find the corresponding ODBC settings for your ProCalV5 version.

For a SQL Server database must be called ProCal57S.  See notes above for "54" and "56" ODBCs.

ODBC Data Source Administrator.png

After locating the correct ODBC name, double-click it to open it.

Check ODBC - SQL Server Platform

For an SQL Server database, double click on the ODBC name as described before. Check that the Server being connected to is correct, and if necessary, the instance name must follow the “\” character. See your prior version Workstation setup documentation for more information on your original ODBC creation.

MS_SQL_Server_DSN_Config.png

Preparing Your Database for Upgrade

Only the SQL Server database platform requires the following preparation step:

Btn_Alert.png IMPORTANT: Failing to perform the preparation step listed here may prevent the DB Upgrade tool from successfully upgrading your database!

SQL Server Platform:

  • Connect to your SQL Server database via a tool such as SQL Server Management Studio. Run SQLServer_Upgrade_grant.sql. SQL Scripts are located at C:\ProCalData\UpgradeScripts\SQL\

Run the Database Upgrade Program

After the ODBC has been checked for correctness and the above scripts have been run successfully, (for SQL) run the ProCalV5 Database Upgrade program. Navigate to the Upgrade program in the start menu and launch. When the window pops up, select the database type and version. Take note of the Log file location for future reference, or change the location as indicated if you wish.

ProCalV5 5-8 Upgrade.png

 Btn_Alert.png IMPORTANT: If the database has not been backed up, do so now. Once the DB Upgrade program is run if the upgrade fails the database can be left in an unconverted or damaged state.

 Once the database has been backed up, check the box to indicate that the source database has been backed up. Click “Start Upgrade” to begin the process.

Btn_Alert.png IMPORTANT: You MUST import all known Mobile Workstation databases before performing your backup and upgrading your database to 5.7.

Btn_Alert.png IMPORTANT: You MUST Upload any completed tasks from your Documenting Process Calibrators.

Btn_Alert.png IMPORTANT: At this point, the program may ask for the Database Login and Password for SQL Server. You must use the same login or schema user that you would normally use for the ProCalV5 application in version 5.7. For example, by default in Version 5.4 this was a Login or User named “pc2kus01”, and by default in 5.7 it was "pcV5us01".

Btn_Alert.png IMPORTANT: This application will NOT make use of Connection Override files (.CFG) files for supplying connection information to the database to upgrade. You must have the actual database login and password for upgrading your database.

Different factors may cause the program to run slowly, but you should not quit the program while it is in the middle of the process, or the upgrade will have to start over. Once the program has finished running, the message in the “Results” pane will say Finished. Check to see that no patches have failed. If some patches were not applied, their numbers will be listed in the Results pane. Take note of which patches failed to be sure of what changes still need to be applied to the database. See common troubleshooting issues below.

LogLocation.png

Post-Upgrade Steps

For SQL Server:

  • Connect to your SQL Server database via a tool such as SQL Server Management Studio. Run SQLServer_58Upgrade_revoke.sql.
  • SQL Scripts are located at C:\ProCalData\UpgradeScripts\SQL\

After the scripts have been executed successfully, the database is compatible with ProCal 5.8. Run the main ProCalV5 program and log in using the same ProCalV5 application User ID and Password as before the database upgrade.

Btn_Alert.png IMPORTANT: If you are upgrading from 5.4, you will also need to re-initialize your current ProCalV5 features.  You will need to reach out to Prime Technologies to get an updated ‘.pcinit’ file and run the PCV5init.exe program to re-add them to the upgraded 5.8 database.  You will also need to update (if applicable) your default reports since we have consolidated the ‘Completed Instrument/Loop/Test Instrument/System Calibration Report’ in the system.  See screenshot of the consolidated report file that should be used after the upgrade.

System Options and Defaults.png

 

 

 

Step 2 - Upgrade to 5.8 Troubleshooting Common Problems

 

Large Number of Patcher Failures

If a large number of the patches failed, it is possible that the database was previously upgraded incorrectly or is already version 5.7 or later. In the case that the database has been previously updated by DB Upgrade and failed, reset the database using the backup made at the beginning of the process. Once the database has been restored, double-check the preparation script steps by running them again, and run DB Upgrade and note if this fixes the failures. If this does not fix the failures and the database is not version 5.7, the error could be more complicated. Contact Tech Support for assistance.

Database Version Mismatch

If a message similar to the one shown below is encountered, it means that the database was not a functional 5.4, 5.6 or 5.7 database when the conversion program was run. It may be possible to fix if the database was backed up before the problems began. Restore the database from the backup copy and run the conversion program again. If the problems persist, Contact Tech Support for assistance.

ProCalV5 5-7 Upgrade.png

 

 

Step 3 - Installing the 5.9 Workstation

 

  1. Uninstall ProCal V5.8 Using the Add/Remove Programs Windows Utility.
  2. Install ProCal by running the setup.exe in the ‘Client’ folder.
Setup_exe.png

 

Step 4 - Configuring ODBC 32-bit Connection

 

  1. Launch the ODBC Data Source Administrator (32-bit).
LaunchODBC.png
  1. Select the ‘System DSN’ tab and click ‘Add’.
SystemDSN.png
  1. Select SQL Server and Click ‘Finish’.
SQL_Server.png
  1. Populate the ODBC Fields and click ‘Next ’.
    • Name: PROCAL59S
    • Server: Server Instance that hosts the ProCal database
Create New Data Source.png
  1. Select the SQL Server Authentication, enter the pcv5us01 login with the password and click ‘Next’.
DSN Configuration_1.png
  1. Verify the correct database is selected as the default database and click ‘Next’.
DSN Configuration_2.png
  1. Select ‘Finish’, then ‘Test Data Source’.
DSN Configuration_3.png

 

TestDataSource.png

If the configuration is correct, you will see a success window:

 

TestResults.png

 

 

Step 5 - Setup Configuration File

 

  1. Open the Connection Override Setup from the start menu.
ConnectionOverrideSetup.png
  1. Uncheck the ‘Use Default’ check boxes and populate the connection fields:
    • Note: These are the same values we used when creating the ODBC.
DB Connect.png
  1. Select ‘File’ then Save As…
File.png
  1. Navigate to the installation directory (Typically C:\Program Files (x86)\Prime Technologies\ProCal V59).
  2. Name the File PROCAL59S and click the ‘Save’ Button.
     
    Save Override File.png

 

Step 6 - Upgrade Database to 5.9

 

Btn_Alert.png IMPORTANT: This step only needs to be completed once.

 

  1. Navigate to the C:\ProCalData\UpgradeScripts\SQL folder and open the SQLServer_58_to_5902.sql file with notepad.
  2. Copy the entire contents of the file.
  3. Open SQL Server Management Studio.
  4. Connect to the appropriate SQL Server Instance
  5. In the Object Explorer select the ProCal database and click the ‘New Query’ button.
New Query.png
  1. Paste copied contents of the SQLServer_58_to_5902.sql file into the query window and click the ‘Execute’ button.
Execute.png

 

  1. Check the Results tab to ensure the script ran successfully.  If an error occurs, please send the snippet to techsupport@primetechpa.com.

 

 

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