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Installation - Migrating the MacPractice Server

Moving the MacPractice Server, typically called a server migration, is a process that involves creating a backup of the MacPractice database and using that backup to restore the database to a new computer with the MacPractice Server software installed. This document will outline completing a server migration and connecting the terminal computers. If at any point you feel uncomfortable following these steps, do not hesitate to call MacPractice Support, as we are more than happy to guide you through the process.

Installing the Server MacPractice Application
Whether the planned server is a new computer or an existing MacPractice client terminal, you will need the following:
  • A current backup: The MacPractice Backup guide can assist with creating a backup. This backup should be transferred to the new server.
  • A MacPractice Server Installation: This can be obtained from www.macpractice.com/download. The Installing MacPractice on the Server guide can assist with the installation process.
  • Plenty of free hard disk space: At the bare minimum, we recommend you have three to five times the size of the current backup on the destination server, with more space definitely preferred. This is to accommodate reconstructing the database from the current backup, and accommodating room for future backups and the growth of your database. For questions on this front, please contact MacPractice Support.
Restoring the MacPractice Backup
Once the Server installation is complete, click the gear icon to open the Database Connection Configuration Drawer from the MacPractice login window. Open the MacPractice login window and click the drawer tab icon to open the Database Connection Configuration Drawer.
 
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To adjust the Database Configuration Drawer fields, click the Lock icon and enter the computer's administrative username and password. Next, click the Restore Database button.
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The Security Password Required window will appear if the server has been restarted. This password is the Encryption Security password that was created during the initial installation of MacPractice. Enter the password and click the OK button.

The resulting Operating System authentication window may request the computer's Administrator username and password again.

In the resulting window, locate the MacPractice database to be restored and click Open. You may be asked to create a new database. This prompt simply is saying it will be creating a new database from the backup we have selected. If you receive this prompt, click the Continue button.

A warning will pop up, verifying that the database will be restored. There is a check box to affirm whether or not this restoration is for the main production database.

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If the box is checked, when Restore is clicked, another pop up will appear, alerting that the database restoration will keep its current settings.

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Once the restoration process starts, do not force quit while MacPractice is restoring.

Authentication may be required during this process.

Once MacPractice has completed the restoration process, restart MacPractice with the Restart button. To log back in to MacPractice, enter the MacPractice Admin username and password. The database may need updated before continuing.

Connecting Clients to the New Server
Click the MacPractice icon on the computer's Dock to open the MacPractice Login window. From the Login window, open the Drawer and enter in the IP Address of the MacPractice Server computer along with the name of the MacPractice database.

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Each MacPractice terminal will need to be paired with the MacPractice Server using a passcode presented on the device. When a MacPractice terminal attempts to connect to the MacPractice Server, a 4 digit passcode is generated and remains open for 60 minutes. Print the instructions, which include the passcode and the expiration time.

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On the MacPractice Server, add the passcode in Preferences > Database Access as shown in the printed instructions. The device will be added to the Database Access list and paired with the MacPractice Server.

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If you experience difficulties connecting the MacPractice Client to the MacPractice Server, please see the MacPractice Network documentation.

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