Moving Junxure to a New Mapped Drive or Location – Where are my Documents?!

Junxure is similar to other CRMs and applications that connect to external files.  With Junxure, external files can be connected in 3 different areas.  These files related to Documents, Emails, and Estate Documents.  The files themselves live on mapped drives (P:\JunxureData\Junxure\CompanyFiles for example) but their location, is saved within the database itself.

So, if you ever need to move Junxure to another environment, another server, another mapped drive, etc., these files end up disconnected from the Junxure records themselves.  So, calling Junxure Support should help, don’t you think???  Well, their answer for everyone is the same.  Go into each contact with documents, delete the documents and then go find them and re-attach them.  You’ve got to be kidding.

So, there is an answer and it’s very easy.  You’ll need to go into the database and run some simple queries to find out how they’re saved now and then to change them.  We had a few clients move to us just recently and needed to fix it.  So, here’s the fix:

First, the old location was P:\Junxure\CompanyFiles\…   and the new location is really S:\JunxureData\Junxure\CompanyFiles.  So we need to find these files, verify that they are saved currently in the old location, do an update to the records to change them, and verify the change.  Before you start, MAKE SURE YOU GET A GOOD FULL BACKUP OF THE DATABASE!  This should always be the case, but, worth reminding all of us.

To find the records you can issue these commands where Client_Junxure is the database name:
SELECT [ClientActionDocumentID]
      ,[ClientActionID]
      ,[DocDesc]
      ,[FileName]
  FROM [Client_Junxure].[dbo].[tblClientActionsDocuments]
  WHERE LEFT(FileName,2)=’P:’

SELECT [EstateDocumentID]
      ,[ClientID]
      ,[Filename]
  FROM [Client_Junxure].[dbo].[tblClientEstateDocuments]
  WHERE LEFT(FileName,2)=’P:’

SELECT [EmailAttachID]
      ,[EmailID]
      ,[FileName]
  FROM [Client_Junxure].[dbo].[tblClientActionsEmailAttachments]
  WHERE LEFT(FileName,2)=’P:’

This will return the records and allow you to see that P: is the current drive.  If you don’t know the current drive, just remove the WHERE clause. 

Ok, next let’s fix it.  The update commands are listed below to change the P:\ to S:\JunxureData for all the records:

UPDATE [Client_Junxure].[dbo].[tblClientActionsDocuments]
SET FileName=’S:\JunxureData’+ RIGHT(Filename, LEN(Filename)-2)
WHERE LEFT(FileName,2)=’P:’

UPDATE [Client_Junxure].[dbo].[tblClientActionsEmailAttachments]
SET FileName=’S:\JunxureData’+ RIGHT(Filename, LEN(Filename)-2)
WHERE LEFT(FileName,2)=’P:’

UPDATE [Client_Junxure].[dbo].[tblClientEstateDocuments]
SET FileName=’S:\JunxureData’+ RIGHT(Filename, LEN(Filename)-2)
WHERE LEFT(FileName,2)=’P:’

You can go back and run the initial SELECT queries to verify that everything has changed and all is good.  Then, get into Junxure and start opening documents as well. 

You would think that Junxure would have a fix for this or at least information on how to do the above, but, they don’t release that.  Give this a try after you do the backup and good luck.  As with anything like this, this is for information purposes only and any problems that you may cause are your responsibility.

Good Luck!

Bill Sorenson
CEO
www.IVDesk.com

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