Server Move (v6)

1. Replication Service
2. Automation Manager (monitor and imports)
3. Email Marketing / Communigator
4. TaskCentre
5. Backup scheduled tasks
6. Replication restart scheduled tasks

1. Database and log file in "<root>:ProspectSoftServerActive"
2. Backups "<root>:ProspectSoftServerBackup"
3. Database Utilities in "<root>:ProspectSoftServerUtilities"
   1. "Backup" and "Configure Backup" CMD files
   2. Replication Restart Utility (Setup below)

"<root>:ProspectSoftClient" should be shared as "ProspectSoft CRM"

1. Create the PSCRMDRIVE environment variable (Make sure you include the colon - ie. C: and not just C
   1. ​You should now install the CRM version required (Make sure to select the server install option)
2. Create Database Service
3. Set up the Backup
4. Create Replication Service
5. Install TLS Wrap
6. Set up Replication Restart
7. Configure Firewalls
   1. Database Service - allow DBSRV9.exe through the firewall.
   2. For FTP Replication allow ports 21, 990 and 50000 - 65000 through firewall
   3. Add TLSWrap
   4. Add DBRemote

1. Test that you can log into the CRM both on the server and the networked PCs (It will ask for a licence - see below)
2. Check Replication Results.txt to ensure Replication is working
3. Run the backup scheduled task and ensure the dbbackup.exe process runs, and a new backup is created
4. Run the Replication Restart task, ensure it runs, and ensure it has logged an entry to repres.log

Log into CRM as DBA on the new server and it will say the current licence is invalid. Generate a licence application file and give this to a member of support capable of generating licence keys.

1. Delete any old installers for old versions of CRM, add-ins or plugins
2. Delete any old log files if they don't have remotes
3. Delete old scheduled tasks from old server & uninstall the CRM
4. Move/delete any old stuff from the desktop onto the new server into the correct folder