How Do You Tell A Restored Database It Now Lives In A New Environment?


Did you know that… After you restore a database from one environment to another (such as restoring a fresh copy of your Production database into your Test Environment to conduct testing) there are settings in Blue Mountain RAM’s System Configuration that need to be told about the move?

I am going to show you Blue Mountain RAM’s five environment-specific settings so you can tell a restored database about “its new home” in minutes.

The five environment-specific settings In Blue Mountain RAM’s system configuration include:

  1. Report Sources
  2. Document Sources
  3. Mail Profile
  4. Application URL and Site URL (System URL Override)
  5. Administrator Reports URL

Report Sources

The Report Source tells Blue Mountain RAM where to find the environment’s report server so that it can run reports. Because a report server is configured to a specific database in a specific environment, it is important to update Report Sources so that users are taken to the correct database to fill their reports.

System-Scope – A system-scope report source is utilized when there are multiple sites and it is desirable for all sites to share the same pool of reports.

  • Expand: Reports > Report Sources
  • Update the source URL so it points to the report server of the current environment

Site-Scope –  A site-scope report source is utilized when it is desirable for a site to have its own separate pool of reports. (Some configurations only use site-scope.)

  • Expand: Sites > YourSite > Reports > Report Sources
  • Update the source URL so it points to the report server of the current environment (Example: http://<NameOfReportServer>/ReportServer/Pages/ReportViewer.aspx)

Document Sources

The Document Source tells Blue Mountain RAM where to find the environment’s document storage area. This is not the Embedded Documents Module (EDM). This is an optional system for storing paths in Blue Mountain RAM Document Records that point to documents held in a specified storage area. If you use this feature, it is important to update the source so users can access the environment’s correct pool of documents.

System-Scope – A system-scope document source is utilized when multiple sites will share the same pool of documents.

  • Expand: Documents > Document Sources
  • Update the source URL so it points to the document source of the current environment

Site-Scope – A site-scope document source is utilized when a site will have its own pool of documents. (Some configurations only use site-scope.)

  • Expand: Sites > YourSite > Documents > Document Sources
  • Update the source URL so it points to the document source of the current environment

Mail Profile (Notification Delivery)

A ‘Mail Profile’ is a named & configured part of SQL Server’s Database Mail. The Mail Profile stores instructions for conveying Blue Mountain RAM Notification Email from SQL Server Database Mail to your Mail Server for delivery to the listed recipients. NOTE: Often the same Mail Profile name is applied in each environment and an update is unnecessary. This must, however, be verified and not assumed so that users of an environment receive that environment’s notifications.

  • Expand: Sites > YourSite, and highlight ‘Settings’
  • Double-click to open ‘Site Options’
  • Scroll down to the ‘Mail’ section
  • Update ‘Mail Profile’ with the name of the current environment’s Mail Profile Name

Application URL and Site URL (System URL Override)

Both of these settings support Blue Mountain RAM’s ‘Shortcuts’ feature which constructs email messages that contain shortcut links to one or more Blue Mountain RAM records. It is important to update these settings so users of the environment can create Shortcut emails.

Application URL – This system-scope setting supports the Blue Mountain RAM ‘Shortcuts’ feature in every site in your system.

Example: If your Blue Mountain RAM URL is http://Zeus/ram/, enter: http://Zeus/

Site URL (System URL Override) – This site-scope setting is an override to the system-scope setting of ‘Application URL’. Fill out this setting if you wish to override the system-scope setting for a particular site. Otherwise, leave this setting blank.

Example: If your Blue Mountain RAM URL is http://Hera/ram/, enter: http://Hera/

Administrator Reports URL

There are four Administrator Reports that run in Blue Mountain RAM’s System Configuration, in which only administrators have access to. You can run two of these reports by clicking the ‘Versions’ and ‘Open Audit Trail’ buttons on the Rule Window’s toolbar and two by choosing the ‘Monthly Usage Summary’ and ‘Annual Usage Summary’ menu items in the Session Manager’s ‘Reports’ menu. These buttons and menu items are dependent upon two settings in ‘Site Options’. In order to successfully run these reports, it is important to update these settings so that the reports go to the correct Reporting Server for the current environment; which in turn, will go to the current environment’s database for the data it will present.

  • Expand: Sites > YourSite, and highlight ‘Settings’
  • Double-click to open ‘Site Options’
  • Scroll down to the ‘Miscellaneous’ section
  • Update ‘Application Report Source’ with the name (NOT the URL) assigned to the current environment’s Report Source (see ‘Report Sources’ above)
  • Update ‘Application Report Path’ with the name of the current environment’s Report Source’s folder holding the Rule & Session Manager reports. To find this folder name:
    • Login to Blue Mountain RAM as an Blue Mountain RAM administrator
    • Go To > System Configuration, and expand Sites > YourSite > Reports
    • Open your Report Source record and COPY its URL
    • Open a new Internet Explorer tab, PASTE the URL, and hit Enter
    • Providing you have the correct rights, you can browse folders and report files on the reporting server until you identify the name of the folder holding the Rule and Session Manager reports. TIP: all admin report filenames start with “ADM.”
    • Enter the folder’s name in the ‘Application Report Path’ setting of Site Options.
    • NOTE: you may need to ask for help from someone that works with your Blue Mountain RAM databases and reports in SQL Server.

Updating these five areas after restoring a database from a different environment, will ensure everything runs smoothly for the users of the receiving environment.

For further information, consult your Blue Mountain RAM User and Administrator Manuals. If necessary, please contact our friendly Support Technicians at techsupport@bluemountainold.spacious.site with questions. Also, please enjoy calling and speaking with your Regional Sales Manager (RSM) at 800-982-2388 if you are interested in Blue Mountain RAM training or Services.


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