Introduction to backing up your existing installation


GreenOrbit has two filestore options available (Local and Database), with each requiring a slightly different approach to backing up and restoring an installation.


Local Filestore

An installation of GreenOrbit using a Local filestore has three main repositories of information.


The first is the database which stores information for the applications, like news and acronyms for example. In addition it also stores references to files that have been uploaded or published to the application.  The second repository is the search database that holds the search index. The third repository is the file system located in the installation ‘Data’ folder for GreenOrbit.


By taking a backup of these three repositories, the databases and installation Data folder, a complete copy of all data and settings in the application can be made.


Database Filestore

An installation of GreenOrbit using a Database filestore has three repositories of information (metadata, files and search).


These repositories store all information for applications, like news and acronyms as well as all files uploaded or published to the applications. By simply taking a backup of these databases a complete copy of all data and settings in the application can be made.


Please note that GreenOrbit also stores some very basic information in the registry regarding the version and location of the installed files. This information can be found in the following registry key,

HKEY_LOCAL_MACHINE\SOFTWARE\GreenOrbit.


Follow the instructions described in the appropriate sections below to successfully backup your installation.


How to determine what Filestore system GreenOrbit is using


In order to successfully backup and restore an installation of GreenOrbit you need to know what the Filestore type in use is.  By following the steps outlined below you can easily determine if the installation is using either a Local or Database filestore.

  1. Login to the administration side of the GreenOrbit installation that you wish to backup or restore using a superuser account.
  2. Select from the Administration menu - Administration – Utilities – Config Settings.
  3. Click the setting “Filesystem Filestore Type” to see the current systems value for this setting. Below are the corresponding Filestore values & types:

1 = Local Filestore filesystem;

2 = Database Filestore filesystem.


Backup Instructions


Follow the instructions described to successfully backup your installation.

If you are running SQL 2008 Express and do not have access to SQL Server Management Studio you can download the tool from

http://www.microsoft.com/downloads/details.aspx?FamilyID=08e52ac2-1d62-45f6-9a4a4b76a8564a2b&displaylang=en


Backup the Databases


Prerequisite: Installation of SQL Server Management Studio.


  1. Open SQL Server Management Studio.
  2. Right click on the database used by GreenOrbit.
  3. Select All Tasks, then Backup Database.
  4. Select the ‘Backup – type: Full’ option if it is not already selected.
  5. By default a backup destination location & file will be created.  If you wish to manually set the location and filename first remove the default destination settings by selecting the item and clicking the Remove button (otherwise skip to step 8).
  6. Click the Add button to enter the file name and location of the backup. We recommend that the filename reflect the date that the backup was completed on. Eg GreenOrbit-Backup-20050812.bkf
  7. Click OK to set the filename and location of the backup.
  8. Click OK.
  9. Repeat steps 2 to 6 for the GreenOrbit-Search database but remembering to save the backups with a unique filename. Eg GreenOrbitSearch-Backup-20080112.bkf
  10. (Database Filestore installations only)
    Repeat steps 2 to 6 for the GreenOrbit-Filestore database but remembering to save the backups with a unique filename. Eg GreenOrbitFilestore-Backup-20080112.bkf


Backup the Filesystem Filestore (local Filesystem Filestore installations only)


For installations of GreenOrbit using a Local Filestore filesystem the following steps must be taken to backup the Data folder of the installation.

(This step is not required for installations using a Database Filestore filesystem)


  1. Select the directory where the GreenOrbit Data folder is located. By default this will be C:\Program Files\GreenOrbit\Data
  2. Copy it to a backup location.
    This may take a while to copy as all files uploaded to the system will be copied.
  3. The backup folder can be added to a zip folder to conserve disk space.


Backup the application files


Backup of the application files is required in able to restore the application back to the previous version if required.


  1. Select the directory where the GreenOrbit wwwroot folder is located. By default this will be C:\Program Files\GreenOrbit\wwwroot
  2. Copy it to a backup location.
    This may take a while to copy.
  3. The backup folder can be added to a zip folder to conserve disk space.


Backup the registry version number


Backup of the application version number is required so that when restoring the correct version number is allocated to the application. This registry value is used when running upgrades so must match the version number of the application files backed up in step 3.


  1. Run regedit from Start, Run when logged into the server and locate the registry key HKEY_LOCAL_MACHINE\SOFTWARE\GreenOrbit.
  2. Within this key locate the instance name that you are backing up.
  3. Within the instance a registry value with the name Version will show the version number of GreenOrbit. Copy this registry key to a safe place as you will need to update this value later when doing a restore.


Restore Instructions


Stop Internet Information Services (IIS)


To restore your database backup Internet Information Services (IIS) web server will need to be stopped.


  1. To stop IIS run the following command.
    C:\> net stop w3svc 


This is useful for removing any locks that are being put on the file system and connections to the database by the web application.


Please note that stopping the web service will stop all other websites from working.


Restore the Database


When restoring a database make sure that you are restoring the correct database and ensure that you have made a backup of what you will be restoring over, in case you need to revert to your previous data for any reason.


  1. Open SQL Server Management Studio.
  2. Right click on the first database that is being used by your GreenOrbit installation (default database name is GreenOrbit). Select All Tasks, followed by Restore and then Database.
  3. Click on the From device: radio button and the “...” browse button.
  4. Click on Add. 
  5. Select the backup file and press OK.
  6. Check the Restore checkbox. Click on the Options under Select a page
  7. Check the Overwrite the existing database checkbox. Ensure that the path values to the MDF and LDF database files are correct under the Restore As column. Click OK.
  8. Expand the Security folder then Logins folder and right click on iDUser and select Properties
  9. Select the User Mapping page from under Select a page
  10. Check the box under the Map column for GreenOrbit database and check the db_owner checkbox under Database role membership for: GreenOrbit.
  11. Click OK
  12. If you have restored the Database from MS SQL 2000 then you will need to adjust the compatibility level of the database. You do this by going to the Database Properties again.  Selecting Options then changing the Compatibility Level to the version of MS SQL you are running. The options will be SQL Server 2005 (90) or SQL Server 2008 (100) depending on the version you are running.
  13. Repeat steps 2 to 12 for the GreenOrbit-Search database.

    Additionally with the search database you will need to run the below SQL script once you have restored it.

    Remembering to update the Search database name if it’s different:

    ALTER DATABASE [GreenOrbit-Search]

    SET TRUSTWORTHY ON

    GO

    EXEC sp_changedbowner 'sa'


    (Database Filestore installations only)

  14. Repeat  steps 2 to 11 for the GreenOrbit-Filestore  database.


Restore the Filesystem Filestore (local Filesystem Filestore installations only)


For installations of GreenOrbit using a local filesystem Filestore the following steps must be taken to restore the Data folder of the installation.

(This step can be skipped for installations using a Database Filestore)


  1. Locate the backup made of the filestore.
  2. Copy the contents over the existing file system of GreenOrbit Data Folder.
    The default installation folder for GreenOrbit Data Folder is 
    C:\Program Files\GreenOrbit\Data
  3. Right Click the newly restored folder, and select Properties
  4. On the Security tab, add the NETWORK SERVICE and give it Full Control
  5. Click Advanced
  6. Select “Replace permission entries on all child objects with entries shown here that apply to child objects”
  7. Click Yes, when prompted, then Click OK, then Click OK again.


Restore the application files

  1. Locate the GreenOrbit wwwroot backup.
  2. Copy the backup to the wwwroot folder location. Eg. C:\Program Files\GreenOrbit\wwwroot This may take a while to copy.
  3. Right Click the newly restored folder, and select Properties
  4. On the Security tab, add the NETWORK SERVICE
  5. Click Advanced
  6. Select “Replace permission entries on all child objects with entries shown here that apply to child objects”
  7. Click Yes, when prompted, then Click OK, then Click OK again.
  8. Repeat steps 3 to 7 for the following folders within the root folder, but on step 4 select Full Control

    i. \bin\
    ii. \log\
    iii.  \ufr\


Restore the Registry Version Number 


The version number in the registry will also need to be changed back to the correct version number you are restoring to (If it has changed).

  1. Open the Registry Editor by going to the Startmenu -> Run and enter “regedit” and select Enter.
  2. The Registry Editor will open.
  3. ExpandMy Computer\HKEY_LOCAL_MACHINE\SOFTWARE\GreenOrbit
  4. Select the folder where you installed GreenOrbit and it should display the version number, website and default values.
  5. Right click on the Version and select Modify to change the version number back to the number you noted during the backup process.


Restart IIS


Now we need to start IIS.

  1. To start IIS run the following command.

    C:\> net start w3svc 

  2. Open your browser window to your intranet URL and the restored system will appear.


Migration Instructions


Backup GreenOrbit on the old server


Request the setup of a DNS record to point to your server. This should match the host header for the IIS website if you supplied one. You will need to contact your system administrator or DNS team for this.


Install GreenOrbit on the new server


Install an instance of GreenOrbit on the new server, using the new locations of the program files directory and the databases.


This instance needs to be the same version as the instance on the old server. To find out which version you are currently running, see “How to check the GreenOrbit version number” in the “Additional Information” section of this document.


Please make sure that you install the database with the same name as your old GreenOrbit installation. This will make the restoration process much simpler as you will not have to remove unused databases after migration. It is important to remember that when moving GreenOrbit between database servers the database names must remain exactly the same as there are named references within each database referring to the other databases that will break if renaming occurs.


The collation type of the old and new database instance must also be the same. To find the collation type of a database instance, right click the master database and select Properties.

If you do not have the installer of the correct version, contact support@intranetdashboard.com, who will be able to provide you with the correct installer.


This will set up the website and registry keys on the new server.


Restore the GreenOrbit backups on the new server


See the Restore Instructions section of this document, to restore the backups from the old server over the instance installed on the new server.


Update the Database Connection Strings for the new server

  1. Go to your GreenOrbit installation folder and locate the following configuration file.
    •  \wwwroot\Web.config
      Values to update DB_CONNECTION_STRING and SEARCHDB_CONNECTION_STRING
  2. Open this file with Notepad or equivalent
  3. Find the Values to update related to the file
  4. Update the values in this connection string as follows:
    • Data Source
      The database server name and instance name separated by a backslash, eg. SERVER\Instance
    • User Id
      If the database username is different on the new database server it will need to be specified here. Note that this user also needs to be the owner of the three GreenOrbit databases.
    • Password
      If the database user’s password is different on the new database server it will need to be specified here. Note that it must first be encrypted using the Database Password Encryption Tool: http://support.intranetdashboard.com/home/database/
  5. Load the GreenOrbit site and Login to the administration side
  6. Navigate to Administration -> Utilities -> Config Settings
  7. Select the “Filesystem Database Connection” setting
  8. Make the same changes to the value of this setting as to the DB_CONNECTION_STRING above.
  9. Click Update Settings, then click Refresh Settings
  10. Navigate to Administration -> Utilities -> Search -> Source -> Edit Source
  11. Edit the item that has a Source Type of GreenOrbit 
  12. Then update the Database Connection String

Note: Following the migration to the new server GreenOrbit will require a new license file in order to make the administration side accessible. Please contact support@intranetdashboard.com to arrange this.


Additional Information

How to check the GreenOrbit version number


When restoring your installation it can sometimes be confusing what version you are running.


To check your version number:

  1. Go to your GreenOrbit installation folder and locate the \wwwroot\bin\Core.dll file. Right click on this file selecting Properties.
  2. Select the Version Tab and this will display the correct version you are currently running.

How to find the GreenOrbit Database User


The GreenOrbit database user is specified during the install of GreenOrbit, however you can check which user this is as follows:

  1. Go to your GreenOrbit installation folder and locate the web.config file.
  2. Open this file with Notepad or equivalent
  3. Find the string “DB_CONNECTION_STRING” in this file
  4. The GreenOrbit Database Username is on this line, preceded by “User Id=”