41.7. Worldox and Disaster Recovery

In the event of a disaster, you will want to restore the Worldox application from backup.  This section describes what files you must back up, as well as what to do when restoring the full Worldox system from your backup media. The procedure outlined in this section is sufficient to get your Worldox system up and running in a disaster with minimum hassle.

What to Back-up

• The network Worldox application directory and all sub-folders

• The network docvault directory and all sub-folders

• The network Trumpet directory (this generally contains Virtuoso and other apps) and all sub-folders

How to Restore

IMPORTANT: This procedure should only be used in a complete disaster, where you are trying to re-create the entire system from scratch.

• Restore your entire server, including the above directories, all UNC shares, etc... If at all possible, keep the name of the server the same

• Make sure that all drive mappings are in place on any workstation connected to the restored server

• If you can not keep the name of the server the same, perform the following steps to tell Worldox about the new server:

  • Run wdadmin.exe from the network Worldox application directory

  • Click Profiles > Add/Edit

  • Double click on the first profile/cabinet name, and change the Mapping value (at the bottom of the screen) to point to the UNC network share that now contains the docvault

    • Critical note:The mapping value should have the value of the network share name ONLY.  Do NOT include any component of the path of the docvault outside of the share name.

      For example, if you have a Clients cabinet that has base path W:\Docvault\client, and the W: drive is mapped to the \\SERVER\Data UNC path, the Mapping value should be '\\SERVER\data'.  It should NOT be '\\SERVER\Data\docvault\client'. If this is not done properly, Worldox will not operate correctly.

  • Click "OK" to save the changes

  • Continue with the next profile/cabinet name.  Any cabinet that does not already have a base path or mapping entry should be left alone.  Do not add data if there isn't already a value there.

  • Open the Worldox.ini file in the Worldox application directory and the following to the very top (substituting your old and new server names, and the actual name of the share that you specified in step c):

    [NewServers]

    \\OLDSERVERNAME\Share=\\NEWSERVERNAME\Share

    Note: If you do not do this step properly, users may see a message referring to the old server name when they launch Worldox.  This is OK — Users can still work in the new system.  It is safe to ignore this message until after the disaster is over and Trumpet can log on to check your configuration.

  • Save Worldox.ini, then continue with the remaining procedure

Configuring a Temporary Indexer

Choose a computer to be used as your temporary indexer.  This can be the server itself, or a user's workstation. Regardless, whichever computer is going to be used must have network drives for your docvault, Worldox application and Trumpet application directories mapped, and these drive letters should be identical to how they were on your live server.

The following procedure is temporary â€” It is sufficient to get the indexer up and running in an emergency, but you will need to have Trumpet configure your new, permanent indexer when it becomes available.  Do not attempt to run the indexer on more than one computer at a time (doing so can cause index corruptions).

Here are steps for temporarily starting the indexer on a workstation:

• In the network Worldox directory, locate and delete the WDWAN.INI file

• Launch the wdindex.exe application from the network Worldox application directory

• Place an 'X' in the boxes next to the drive(s) you wish the indexer to process (Note: If you do not see any drives listed, you probably did not perform step #1 of this procedure)

• Click Server > Start

• The indexer should start counting down

• From Worldox, double click to open a document, and confirm that an entry posts to the Indexer status screen

Rebuilding the Worldox Indexes (not necessary in most cases)

In some cases, the indexes may not work properly (if you get warnings about the indexes not existing, activities in Worldox do not post to the Indexer status screen, or you are unable to do indexed searches to locate documents).  If this happens, the following procedure can be used to re-initialize the indexes. 

Note: This operation can take a long time, so we don't recommend doing it unless you have to:

• Click Update > Profiles & Text

• Choose Initialize and Create New radio button, then click "OK"

• The indexer will create the indexes from scratch.  When it is complete, click "OK"

• Start the indexer using the procedure outlined in the Configuring a Temporary Indexer section.

Final Steps

The above procedure is sufficient to get Worldox up and running again after a disaster.  Please contact Trumpet as soon as possible to check the configuration, and to configure the indexer for long term running. Failure to do so may result in loss of data, or system instability.