When you are replacing your Cubit network system with a standalone installation replacing a Cubit server machine OR a Cubit standalone machine, do the following steps to migrate your Cubit database:
1. Update Cubit version
Product Updates will have installation links for the latest version of Cubit
2. Create a Database backup
Create a database backup from your machine or server. Exporting a database, makes a copies all jobs, price lists, group codes and plans.
a) You can export a database in the Cubit Management Console. This can be found in the directory where you installed Cubit. EG C:\Program Files\Buildsoft\Cubit.
You can find it by right mouse clicking your desktop icon and selecting "Open file location".
Fig1.Open file Location
b) Find CUBIT Management.exe and right-click the icon. Select Run as administrator.
c) Click Configure from the Cubit Management Console.
Fig2, Configure backup
d) Click the Configure button to set up.
This opens a Backup settings window. here you can specify the following options which need to be set up for a backup to be taken correctly.
- PostgreSQL install directory: The PostgreSQL install path on the 64-bit machine needs to be set to C:\Program Files\Postgresql\9.2\bin. If you are using a 32-bit machine the location will be C:\Program Files (x86)\Postgresql\9.2\bin.
- Backup directory: The Backup directory can be set any desired accessible location.
- Number of Backups: This number specifies the No of Old Backups to be kept in the backup location. In the below example, the older backups are removed to ensure that there is always only 6 Backup files saved. This setting is not needed to be set when moving to new device.
- Schedule Backups: Set Frequency and date time for the backup to run automatically. It is important to make sure the device is available for the Backups to run at that specified time.
This setting is not needed to be set when moving to new device.
Fig3. Backup settings
f) On the main Cubit Management console, click Backup to manually Backup the Database. Please Note, this may take some time, depending on the size of your Cubit data.
g) You will be notified when the backup is completed successfully, click Close to finish.
3. Install Cubit on new machine
On your replacement machine or server, install the same installation files as what was used in Step1.
Note: It is important that the same version of Cubit is used to restore a database backup.
4. Restore Database backup
a) On the new Cubit machine or server, open Cubit Management Console
b) Click Restore
c) Click Browse to Locate the Cubit database backup file
d) You will be notified on completion of the process.
This completes the data migration for stand-alone installations
For network users, if you updated your Cubit version on your server, ensure to update the client machines to the same version by downloading the Standalone/client links on Step1.
Fig4. Restore Backup
5. Update the Database Connection Details
Update the Database connection on each of the Cubit client machines to reflect the new server address or machine name
a) Start Cubit, click Connections..
b) The Server Connections window displays any current Cubit Servers. Click Add to continue.
c) Enter the server name or the IP Address.
d) Click Check Connection to verify. If the information connection is successful you will be notified that the parameters are valid.
e) Click OK.
Fig6. Add Connection
f) Close the Server Connections window.
g) Type in the Cubit Login and Password.
h) From the Connection: drop-down list, select the database you just verified.
i) Click OK to complete login.
j) Cubit should now show all the jobs restored from the Backups