---
title: "Migrating the 12d Synergy Server"
slug: "migratingthe12dsynergyserver"
updated: 2025-12-09T05:49:28Z
published: 2025-12-09T05:49:28Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.12dsynergy.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Migrating the 12d Synergy Server

### 1.1. Prerequisites

> [!WARNING]
> Check-in all data to prevent data loss and ensure the Synergy Service is stopped before making database edits.

> [!NOTE]
> For the best performance, we recommend that you keep the Index, Logs and General Store local to the application server.

### 1.2. Backup your Database

Take a backup of your database as a precautionary measure. You should use SQL Server Management Studio.

#### 1.2.1. How to take a Backup using SQL Server Management Studio

1. In **SQL Server Management Studio**, select **12d Synergy Database**. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/v5migrationmigratingthe12dsynergyserver.doc-image-ghtezz5q.png)
2. Right-click **12dSynergy database** and select the **Tasks > Backup** option. The **Back Up Database - 12dSynergy** window is displayed. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/v5migrationmigratingthe12dsynergyserver.doc-image-7efzbxfq.png)
3. In the **Destination** section, click the **Remove** button to remove the existing backup destination.
4. Click the **Add** button and add a new destination for the backup.
5. Click **OK** to begin the backup procedure. The backup is taken and the following message is displayed. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/v5migrationmigratingthe12dsynergyserver.doc-image-i1pnbh5t.png)

### 1.3. Migrate the General Store

> [!NOTE]
> If your General Storage is stored on the network, this step may not be necessary.

If your General Storage is NOT on the network, do the following to migrate it.

1. Do one of the following to view the location of the General Storage:
  - In SQL Server Management Studio, do the following:
    1. Open **SQL Server Management Studio**.
    2. Connect to the 12d Synergy Database.
    3. Right-click the table **dbo.Setting**.
    4. Select the **Edit Top 200 Rows** option.
    5. Find the setting named **GeneralStorage**. **![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/v5migrationmigratingthe12dsynergyserver.doc-image-d51j9hte.png)**
  - In the **12d Synergy Administration**application, do the following:
    1. Click the **System Settings** tab > **General** Tab.
    2. Search for the **General Storage** setting and check the location mentioned in the corresponding **Value** column. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/v5migrationmigratingthe12dsynergyserver.doc-image-6yttevpo.png)
2. Copy the location of the **General Storage** to its location in the new server.
3. Update the new location in the **SQL Server Management Studio > 12d Synergy Database >** table **Setting > General Storage**setting > corresponding **Value** column.

### 1.4. Migrate the Delta Cache

> [!NOTE]
> If your Delta Cache is stored on the network, this step may not be necessary. If your Delta Cache is NOT on the network, do the following to migrate it.

1. Open **SQL Server Management Studio**.
2. Connect to the 12d Synergy Database.
3. Right-click the table **dbo.Setting**.
4. Select the **Edit Top 200 Rows** option.
5. Find the setting named **DeltaCachelocation**. **![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/v5migrationmigratingthe12dsynergyserver.doc-image-ew97vggo.png)**
6. Copy the location of the Delta Cache to its location in the new server.
7. Update the new location in the **SQL Server Management Studio > 12d Synergy Database >** table **Setting > DeltaCachelocation**setting > corresponding **Value** column.

### 1.5. Migrate the File Log

> [!NOTE]
> If your File Log is stored on the network, this step may not be necessary.

If your File Log is NOT on the network, do the following to migrate it.

1. Open **SQL Server Management Studio**.
2. Connect to the 12d Synergy Database.
3. Right-click the table **dbo.Setting**.
4. Select the **Edit Top 200 Rows** option.
5. Find the setting named **FileLogPath**. **![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/v5migrationmigratingthe12dsynergyserver.doc-image-9oryk974.png)**
6. Copy the location of the File Log to its location in the new server.
7. Update the new location in the **SQL Server Management Studio > 12d Synergy Database >** table **Setting > FileLogPath**setting > corresponding **Value** column.

### 1.6. Migrate the File Stores

> [!NOTE]
> If your File Stores is stored on the network, this step may not be necessary.

If your File Stores is NOT on the network, do the following to migrate it.

1. Copy the File Storage directories to their new locations.
2. Open **SQL Server Management Studio**.
3. Connect to the **12d Synergy Database**.
4. Double-click to edit the table **dbo.FileDiskStore**.
5. Update the value of **StoreLocation** column with the path for any "Full" File Stores.
6. Double-click to edit the table dbo.**FileDeltaStore**.
7. Update the value of **StoreLocation**column with the path for "Delta" File Stores.

### 1.7. Migrate the Index

> [!NOTE]
> If your Index is stored on the network, this step may not be necessary.

If your Index is NOT on the network, do the following to migrate it.

1. Open **SQL Server Management Studio**.
2. Connect to the 12d Synergy Database.
3. Right-click the table **dbo.Setting**.
4. Select the **Edit Top 200 Rows** option.
5. Find the setting named **IndexDirectory**. **![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/v5migrationmigratingthe12dsynergyserver.doc-image-2a3njdv2.png)**
6. Copy the location of the Index Directory to its location in the new server.
7. Update the new location in the **SQL Server Management Studio > 12d Synergy Database >** table **Setting > IndexDirectory**setting > corresponding **Value** column.

### 1.8. Change the Host Name

> [!NOTE]
> If you have decommissioned an old server and are building a new server with the same name, this step is not necessary.

To update the new server name advertised to clients, follow these steps:

1. Open SQL Server Management Studio
2. Connect to the 12d Synergy Database.
3. Right-click the table **dbo**.**Setting**.
4. Select the **Edit Top 200 Rows** option.
5. Find the setting named **HostAddress**. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/v5migrationmigratingthe12dsynergyserver.doc-image-isu90qw2.png)
6. Update the value of **HostAddress** to the new server name.

### 1.9. Run the Upgrader on the New Server

Run the standard Server Upgrader on the new server. This will perform a 12d Synergy Server service install without creating a new database. You will however, need to nominate, when prompted, the following details:

1. A service account to run the 12d Synergy Service
2. The connection details for your database, which may be different if the database has been migrated to a new SQL Server Instance

### 1.10. Remap 12d Model Shares

If you are using 12d Model Shares, they may be pointing to the old server and will need to be explicitly updated. Use the steps below to remap the Shares. If this is required, the 12d Synergy Technical Team will provide you with a script to perform this operation.

This will promote the version of each 12d model project, so they must be checked in before this can take place.

1. Open the **12d Synergy Administration** application.
2. Click the **Scripts > Tasks Library** tab. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/v5migrationmigratingthe12dsynergyserver.doc-image-t8wdhdms.png)
3. Click the **Add** button. The **Add a Task Library** window is displayed.
4. Click the ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/v5migrationmigratingthe12dsynergyserver.doc-image-nahbs792.png) button and browse to the DLL provided - [downloads.12dsynergy.com/4/Customization/TDProjectShareMigration.zip](https://downloads.12dsynergy.com/4/Customization/TDProjectShareMigration.zip).
5. Enter a name for the selected task library in the **Name** box and click **OK**. The Task Library is updated and is displayed in the left panel in **Task Libraries** tab. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/v5migrationmigratingthe12dsynergyserver.doc-image-vmrldaoa.png)
6. Select the newly created Task Library and click the **Configure** link next to the **12d Model Share Migration** task. The**Configure Task** window is displayed. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/v5migrationmigratingthe12dsynergyserver.doc-image-ulef6vnp.png)
7. Enter the name of the original server and the name of the new server in the corresponding rows of the **Value** column.
8. Click the **Set** button.
9. In the **Task Libraries** tab, click the **Run** button. The Task Libraries are remapped accordingly.

### 1.11. Updating Server Addresses

The Server Address at each client must be updated.

1. Double-click the **12d Synergy Client application** ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/v5migrationmigratingthe12dsynergyserver.doc-image-sn17185h.png)icon to start it. The following prompt is displayed. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/v5migrationmigratingthe12dsynergyserver.doc-image-tbmmrd60.png)

> [!NOTE]
> You can enter the name of the new server in the **Server:**box. However, following the below procedure will help you save the server details for future use.
2. Click the **Servers** button. The **Edit Servers** window is displayed.

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/v5migrationmigratingthe12dsynergyserver.doc-image-3g0x7glz(1).png)
3. Enter the name of the new server in the **12d Synergy Server** box.
4. Click the **Save** button. The Server details are saved.
5. Click the **Close** button.
6. Click the **Connect** button. The **12d Synergy Client** application is started.

### 1.12. Re-authenticating the Email Server

> [!NOTE]
> You’ll need to follow this procedure when you choose to authenticate your outgoing emails via an Entra ID application. This feature is available in **12d Synergy version 5.1.7.753** or later.

While [configuring your email server](/v1/docs/v5outgoingemails#11-how-to-set-up-outgoing-email), if you have selected the **Exchange Online with Entra ID**option as the **Authentication Type**, then you will have to re-authenticate the email server with Entra ID. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/reauthenticate(5).png)