Step 1

Setup SQL Server 7.0

Follow the instructions included with SQL Server 7.0. (SOAPware, Inc. will not support the installation or maintenance of SQL. It is up to the user to administrate SQL.)

We recommend that you name the server computer SOAPware_Data. This has no bearing on the functionality but will enable you to more easily follow these instructions.

Please note – The current version of SOAPware requires that connections to SQL Server be setup to use Windows NT Integrated security. This requires that SQL Server be installed on Windows NT.

Step 2

Create the Database files in SQL Server 7.0

Launch Enterprise Manager program included with SQL Server via the Start menu. If SQL Server isn’t running, start it by right clicking on the server icon (labeled SOAPware_Data) and selecting “Start”.

Once the server has started, right click on the Databases folder (located below the Server Icon in Enterprise Manager) and select “New Database”

You will see the following Dialog

Enter “sw_chart” for the DB name. Under initial size enter 100 if this is a new SOAPware installation without any existing data or a number that is at least twice the size of the main SOAPware charts database (called sw_charts.mdb).

Click OK to create the database.

Repeat the above steps to create the other 5 databases for SOAPware using the data in the following table:

Step 3

Setup Database tables

Click on the Start button / Programs / Microsoft SQL Server 7 / Query Analyzer.

In the DB drop down list select the database named “sw_chart”.

From the File menu select “Open” command. This will display a standard “Open File” dialog. Use this dialog to navigate to the location you copied the SOAPware, Inc. SQL Server 7.0 Upsizing Tools to (or the A: drive if you received them on a Floppy Disk) and select the file “sw_chart.sql.sql”.

After the file is loaded select “Execute” from the Query menu.

The query will run for a few seconds and when completed your window should look similar to the following:

Repeat the previous steps for the other five database using the following info.

To verify changes, you can select the Tables and Indexs tab in the individual Database in Enterprise Manager.

Step 4

Setup ODBC Data Sources

This step will transfer all existing SOAPware data from your current databases to the SQL Server databases. If this is a new install of SOAPware, you should still follow these steps so that the databases are populated with the sample patients as well as the included codes, templates and handouts.

You will need to perform these steps from a machine that has SOAPware installed and all copies of

SOAPware on the network will need to be shut down.

Rename current ODBC Settings

SOAPware finds the location of it’s data files via the ODBC control panel in Windows. Open the Control Panel Folder in My Computer and double click on the ODBC icon.

Using the table below, rename the six SOAPware ODBC items (Double click on a ODBC item to display its properties dialog).

Add new entries for SQL Server

Click on the Add button in the ODBC Control Panel and select the SQL Server driver from the list of available drivers. After you have selected the driver, click on Finish.

Note – If the SQL Server driver isn’t listed please refer to your SQL Server documentation for instructions on how to install the client side drivers.

Enter the name of the Datasource – in this case ‘SW Charts” - in the Name field.

Enter the name of the server (This is the name that is displayed in Enterprise Manager) in the Server section. Many times the server will be listed and can be selected from the drop down list.

Click Next to continue.

Make sure the “With Windows NT authentication….” Item is selected and uncheck the “Connect to SQL Server to obtain….” Setting.

Click Next to continue.

Select the “Change the default database to:” and enter the name of the corresponding database in SQL Server, in this case it is “sw_chart”.

Be sure to uncheck the “Create temporary stored procedures….”

Click Next to continue

No changes are necessary on this dialog.

Click Finish.

You should see the following setting confirmation dialog.

Click test Data Source to verify operation.

If everything is setup correctly you will see the following:

Repeat the the previous steps for the other five SOAPware database using the following information.

Your ODBC sources should look similar to the following:

Step 5

Transferring Data

Once the ODBC sources have been setup and verified, all users are out of SOAPware and you have a current backup you are ready to begin the actual transfer of information form your current databases to SQL Server. The amount of time this will take is determined by the number of patients to transfer and the speed of your SQL Server. Normally you should do this after hours or on a weekend.

Locate the program SQLDataMover.exe in the directory you copied the SOAPware, Inc. SQL Server 7.0 Upsizing Tools (or the A: drive if you received it on Floppy Disk) and run it. Click on “Move Data” to begin the transfer process.

If the transfer of information is interrupted, you will need to remove the database from SQL Server using Enterprise Manager and then repeat steps 2 and 3 to re-setup new empty databases.

Step 6

Final Setup

After your data has been transferred, you will be able to immediately use SOAPware from the machine you ran the SQLDataMove on. Verify that your data is present and that performance is acceptable.

You will then need to perform step 4 on each of your client machines to establish their ODBC connections to your new server. You will not need to rename the current setting to “Old” – simply remove them.