Equisys technical notes

Technical guidance, explanations and fixes for our products

HOWTO: Migrate an installation to Zetafax 2007 from version 8 or earlier

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ZTN1634

ID: ZTN1634

This Zetafax technical note applies to:

  • Zetafax 5,6,7 & 8

Summary

We do not support in place upgrades to Zetafax 2007 from version 8 or earlier.  This technical note describes the process of migrating the system over to Zetafax 2007.

More information

The following procedure details how you move a Zetafax installation. It is advisable to back up the current installation of Zetafax.

Zetafax 2007 will need to be installed to a fresh location on the machine.  Once this is done, existing settings can be manually moved to the new Zetafax Server folder.

1) Ensure all users are logged out.

2) Shutdown Zetafax Server.  If it is running as a service stop the service in services MMC.

3) Right click on the current Zetafax Server folder (default C:\ZFAX) and select Sharing and Security.  Choose “Do not share this folder”.  Click Ok.

4) This step is only required if you are installing Zetafax 2007 on the same machine.  Browse to C:\Windows and delete ZETAFAX.INI (please backup this file beforehand).

5) Install the Zetafax Server on the machine using your product CD.  If you are installing on the same machine as the previous version do not overwrite the current installation. Zetafax 2007 will need to be installed to a new folder (default is C:\Program Files\Zetafax Server).  Enter starter licence number and be sure to have your upgrade licence ready.

Note:  If your starter licence is from an older version of Zetafax than that which you are currently installing, you will be prompted with a warning message that you will need to enter an upgrade licence, click OK to continue.

At the end of the install click 'Finish' - DO NOT click 'Configure' to run the configuration program.

6) Browse (using Windows Explorer) across the original Zetafax Server (default C:\ZFAX) and look in the root installation folder. Copy the following files and folders to the new Zetafax Server root installation folder (e.g. 'C:\Program Files\Zetafax Server'). Where *.* is listed do a select all (CTRL+A) in the original source folder. If prompted about overwriting files and folders click 'Yes to All'.

Folder

Description

\Users\*.*

User folders and faxes

\Server\Z-RECD\*.*

Received fax archive (Only if archiving enabled)

\Server\Z-SENT\*.*

Sent fax archive (Only if archiving enabled)

\Server\Z-DB\*.log

Server logs

\Server\Z-DB\ADB*.*

Address book and indexes

\Server\Z-DB\Queue.*

Current fax queues

\System\Z-COVER\*.*

Custom coversheets

\System\Z-LETTER\*.*

Custom letterheads

\System\Z-GRAPH\*.*

Custom attachments

\System\Z-DB\*.*

System configuration

If using the Zetafax email gateway to send and receive faxes from your email client you should additionally copy the following files:

\Mail\Data\*.*

Mail gateway configuration

7) Browse to your new installations 'Setup.ini' file which is located in the 'Z-DB' sub-folder in your 'SYSTEM' folder (e.g. 'C:\Program Files\Zetafax Server\SYSTEM\Z-DB'). Open the file with Notepad and locate the '[REMOTEADMIN]' paragraph. Depending on the version of Zetafax you are upgrading this section may not be present. If not present ignore this point and continue from point 8.

[REMOTEADMIN]
.
ServerComputerName: < Old-Zetafax-Server>
.
.

Modify the 'ServerComputerName' name line so that it contains your new Zetafax Server machine name. Save and close the 'Setup.ini' file.

8) Start the Zetafax Configuration program (Start-> Programs-> Zetafax-> Zetafax Configuration). Click 'Next' when prompted to start the 'Share Wizard'. This will set up your network shares and Active Directory (if available) settings for your Zetafax Server.

Note: If your starter licence is from an older version of Zetafax than that which you are currently configuring, once the wizard completes you will be prompted to enter your Zetafax upgrade licence. This is the number that starts with a U. 

Work through the licensing and registration screens and click 'Finish' when prompted.

Now go to 'Devices' in the Zetafax Configuration program tree and check that the configured devices and all their settings match the devices installed on the new Zetafax Server machine.

Note: If you are using Brooktrout cards you should remove them in the Zetafax configuration then re-add them after installing the Brooktrout hardware to insure that the Brooktrout drivers and software are installed correctly.

If using the email gateway, go to 'Server Settings' in the Zetafax Configuration program tree and double-click the 'Email Gateway'. Check that the gateway is enabled and all the settings match your mail configuration.

Close the Zetafax Configuration program and start up the Zetafax Server and verify that it starts successfully.

If your Zetafax clients connect to the Server via drive mappings ensure that you disconnect the current drive mapping on each Zetafax client and map the same drive letter used before to the ZFAX directory on the new Zetafax sever. You should then run each Zetafax Client and make sure it connects to the new server, if necessary by selecting or browsing to it from the Zetafax Client Login prompt.

Last updated: 21st February 2008 (JW/DH )

Keywords: upgrade update

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