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Migrating PAWS to a new server
Overview
Although PAWS is Internal Audit's legacy application and is no longer supported, clients will sometimes retain a working instance so that historic data can be viewed.
As hardware fails and OS's become unsupported, so it may be necessary to move PAWS from an old server to a new one.
This is a brief checklist guide to the procedure. It is assumed that the new server will:
- Host the PAWS database
- Host the workpapers and templates
- Run the client application, to be RDP'd to by the few audit users who require access
- The Web modules will not be installed
Overview of Steps
- Copy the PAWS database from your old database server to the new one
- Set up a database user or users as dbo within the application. This can be a SQL account, or the Windows accounts of the end users
- Copy the file share containing workpapers and templates to the new server
- Share this, e.g. as \\server.domain.com\paws
- Grant read access to this share to the end users
- It is necessary to set the compatibility mode of the two application installers to Windows XP. Do this for:
- Ideagen Internal Audit (Aura) Work System v8.4.0\Full Installation\Installation Set\setup.exe
- Ideagen Internal Audit (Aura) Work System v8.4.0\Full Installation\Administration Tools\setup.exe
- Run Ideagen Internal Audit (Aura) Work System v8.4.0\Full Installation\Installation Set\setup.exe and follow the wizard (be sure to Run as Administrator)
- Run Ideagen Internal Audit (Aura) Work System v8.4.0\Full Installation\Administration Tools\setup.exe and follow the wizard (be sure to Run as Administrator)
- From the old client installation, copy the files paws.lic and paws.pds into the newly installed client folder
- On the new server, from the Start menu, run PAWS v8.4 > Database Configuration Manager (be sure to Run as Administrator)
- Click File > Open and open the PDS file
- Update the server name, and anything else that may have changed (e.g. database name or authentication type)
- Click the red question mark in the toolbar to test connection. After a successful test, do not test the connection to the LOCAL database
- Run PAWS
- Click on the System Admin group on the spine
- Click on the System Configuration icon
- Click on the Work papers tab
- In the Work papers section, enter the new path to the workpapers folder, e.g. \\server.domain.com\paws\workpapers
- In the Master Templates path, enter the new path to the templates folder, e.g. \\server.domain.com\paws\templates
You can test the migration has been successful as follows:
- Turn off the old server, to prove that the application can only be connecting to the new one
- Open PAWS and log in
- Open an audit that contains workpapers
- Click on the Work papers spine item
- Attempt to launch a workpaper. Note that if you are doing this on a server where a workpaper's application is unlikely to be installed (e.g. Office or Acrobat) then the file can be copied via the right-click menu. If the file copies successfully then this demonstrates that the workpapers share was configured correctly