Moving a Servicing Director Archive Folder

Moving a Servicing Director Archive Folder

To move a Servicing Director archive folder to a new folder location. Once the folder is moved to a new location, you may also need to update the Servicing Director database references to that folder.

This information is for your Servicing Director system administrator or local IT staff:

The Servicing Director database references each archive folder by a network path recorded in the database. Each network path recorded is made up from the network server name and the network share name where the original archive folder was located. The Servicing Director applications use the database references to locate and open the archived documents, and the database references must match the current location of the archived documents to successfully view an archived document.  

You only need to change the database if an archive folder will be moved to a different network server name and/or a new network share name. If it is possible for your network to have the same network server name and network share name for the new folder location, then you do not also need to update the database.

Note: With these procedures below, you can change the database references is to an archive folder, at the folder level, and not to individual archived documents. Therefore, these procedures are not for moving individual documents from one folder to another.


Move the archive folder:

  1. Confirm your archive folder network paths listed in the System Administration application Table Setup Archiver Options screen.
    1. First note the current active archive folder, which is the single folder initially displayed for the Active Folder field. 
    2. Next, note all the network locations listed in the Active Folder list, which were active archive folders at some point in time in the past. All the network locations listed in the Active Folder dropdown list are archive folders used by your Servicing Director system at some point in time, and all of them are valid archive folders.
  2. Using Windows Explorer, move an archive folder from the old folder location to the new folder location.  When moving an archive folder, move an entire archive folder, and keep the archived documents grouped together in the new folder location as they existed in the old folder location.
  3. Keep track of which old folder location was moved and where you moved each folder.
  4. Use procedures applicable to your network to share the new archive folder with a minimum of read and write access for your Windows network Servicing Director users. 

Note: The restored files should have a read-only attribute, and have a modified date of when they were created, rather than when they were moved.

 

Update Servicing Director database references:

If you moved an archive folder to a different network server name and/or a new network share name, then update the Servicing Director database references to that folder.

  1. On the Servicing Director database server, open the SQL Server Management Studio New Query screen connected to the Service database. 
  2. Enter the following command in the New Query screen:

 

UPDATE FolderFixed SET Server = 'newserver', Share = 'newshare' WHERE (Server = 'oldserver') AND (Share = 'oldshare')

 

  1. Edit the command line above to have the correct values between the quotes for newserver, newshare, oldserver, and oldshare.
  2. Click the Execute button on the toolbar to run the command script (or press the F5 key).
  3. This command will change all references that match the information you entered. 
  4. Close the New Query screen. 
  5. Click No when prompted to Save changes on the New Query screen.

 


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