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Migrating from Internal Database to External Database in Tosca Connect (Tasktop)

In this KB article, you will learn how to Migrate from the internal database of Tosca Connect (Tasktop) to an external database (MS SQL Server).


Situation

Migrating from the Internal Database to an External Database for Tosca Connect (Tasktop)

Solution -

To migrate your Tasktop operational data from the internal database to an external database, follow below steps :-

Following Databases are supported :- 
1) Microsoft SQL Server
2) MySQL
3) Oracle 
4) PostgreSql


1) Go to settings tab at the top ribbon 


2) Go to Storage Setting at the bottom of the page 

3) Click the 'Use External Database' button

4) Next, click 'Configure JDBC Driver' to select the JDBC driver for your database. 

5) To upload the JDBC driver to Tasktop, a system administrator (a user with file system access to the machine that hosts Tasktop) must add the files to the designated directory:

  • Use JDBC driver version 7.0 
  • On Windows, the default folder is C:\ProgramData\Tasktop\jdbc-drivers
  • On Linux, the jdbc-drivers folder can be found in the Tasktop installation directory


6) Once the JDBC driver is uploaded, it can be selected from the 'Choose File' field on the Configure JDBC Driver pop-up


7) Prior entering the database connection you need to fire one query on the database which you will use
     Instead of dbName give you database name in query

  • Microsoft SQL Server= " ALTER DATABASE dbName COLLATE Latin1_General_100_CS_AS_KS_WS; " 
  • MySQL Server = " ALTER DATABASE dbName COLLATE = 'utf8_bin' "
  • Oracle =" ALTER DATABASE dbName CHARACTER SET AL32UTF8; "
  • PostgreSQL =" CREATE DATABASE dbName ENCODING 'UTF8' LC_COLLATE = 'en_US.UTF-8' LC_CTYPE = 'en_US.UTF-8' TEMPLATE template0;
     

8) Next step is to fill out the Database Connection credentials.
Note :- Authentication credentials must be in server authentication mode.  Windows authentication mode is not supported.

9) Please see the below format to enter the data format for different database :- 

  • Microsoft SQL Server: jdbc:sqlserver://hostServerName;instanceName=MyInstance;databasename=MyDatabaseName
  • MySQL: jdbc:mysql://hostServerName:mysqlServerPort/MyDatabaseName
  • Oracle: jdbc:oracle:thin:@hostServerName:oracleServerPort/SID
  • PostgreSQL: jdbc:postgresql://hostServerName:postgreSqlServerPort/MyDatabaseName


10) Once the JDBC driver is successfully uploaded, enter the location, username, and password for your database.

 

11) After entering the data now click on 'Test Connection' to confirm that your credentials have been accepted by Tasktop.  Once confirmed, click 'Save.'

12) Here you will see a warning message telling you that you are about to transfer to an External Database.  Review the entire message, ensuring that you have performed the recommended data back-up, and if approved select checkbox 'I understand...' and then 'Transfer.'

13) After some time you will get a 'Database Transfer Completed' message once the transfer is complete.


14) Now the database migration is completed. 

[opt.] Reference

System requirements for supported database please visit the link given below -

https://docs.tasktop.com/tasktop/user-guide/installation-primer/system-requirements#SystemRequirements

To download different drivers visit below links -
1) Microsoft SQL Server -> https://docs.microsoft.com/en-us/sql/connect/jdbc/download-microsoft-jdbc-driver-for-sql-server?view=sql-server-2017
2) My SQL Server -> https://dev.mysql.com/downloads/connector/j/
3) Oracle -> https://www.oracle.com/technetwork/database/enterprise-edition/jdbc-112010-090769.html
4) Postgre SQL -> https://jdbc.postgresql.org/download.html