{"id":10979,"date":"2017-04-26T15:50:17","date_gmt":"2017-04-26T15:50:17","guid":{"rendered":"https:\/\/www.process.st\/templates\/server-move-v6\/"},"modified":"2024-02-28T20:48:44","modified_gmt":"2024-02-28T20:48:44","slug":"server-move-v6","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/server-move-v6\/","title":{"rendered":"Server Move (v6)"},"content":{"rendered":"<section id=\"old-server\">\n<h2> Old Server: <\/h2>\n<\/section>\n<section id=\"log-everyone-out-of-crm\">\n<h2> Log everyone out of CRM <\/h2>\n<\/section>\n<section id=\"turn-off-all-prospectsoft-related-services-and-if-they-are-being-moved-remove-them-from-the-old-server\">\n<h2> Turn off all ProspectSoft related services and (if they are being moved) remove them from the old server <\/h2>\n<div class=\"text-content\">\n<ol>\n<li>Replication Service<\/li>\n<li>Automation Manager (monitor and imports)<\/li>\n<li>Email Marketing \/ Communigator<\/li>\n<li>TaskCentre<\/li>\n<li>Backup scheduled tasks<\/li>\n<li>Replication restart scheduled tasks<\/li>\n<\/ol><\/div>\n<\/section>\n<section id=\"shut-down-the-database-and-remove-the-service-from-sybase-central\">\n<h2> Shut down the database and remove the service (\u200bFrom Sybase Central) <\/h2>\n<\/section>\n<section id=\"take-a-copy-of-the-prospectsoft-database-and-put-this-on-the-new-server-see-below\">\n<h2> Take a copy of the ProspectSoft Database and put this on the new server (see below) <\/h2>\n<\/section>\n<section id=\"new-server\">\n<h2> New Server: <\/h2>\n<\/section>\n<section id=\"create-the-correct-folder-structure-on-the-new-server\">\n<h2> Create the correct folder structure on the new server <\/h2>\n<div class=\"text-content\">\n<ol>\n<li>Database and log file in &quot;&lt;root&gt;:ProspectSoftServerActive&quot;<\/li>\n<li>Backups &quot;&lt;root&gt;:ProspectSoftServerBackup&quot;<\/li>\n<li>Database Utilities in &quot;&lt;root&gt;:ProspectSoftServerUtilities&quot;\n<ol>\n<li>&quot;Backup&quot; and &quot;Configure Backup&quot; CMD files<\/li>\n<li>Replication Restart Utility (Setup below)<\/li>\n<\/ol>\n<\/li>\n<\/ol><\/div>\n<\/section>\n<section id=\"share-the-prospectsoft-client-directory\">\n<h2> Share the ProspectSoft client directory <\/h2>\n<div class=\"text-content\">\n<p>&quot;&lt;root&gt;:ProspectSoftClient&quot; should be shared as &quot;ProspectSoft CRM&quot;<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"set-up-the-new-services\">\n<h2> Set up the new services <\/h2>\n<div class=\"text-content\">\n<ol>\n<li>Create the PSCRMDRIVE environment variable (Make sure you include the colon - ie. C: and not just C\n<ol>\n<li>\u200bYou should now install the CRM version required (Make sure to select the server install option)<\/li>\n<\/ol>\n<\/li>\n<li>Create <a href=\"https:\/\/prospectsoft.sharepoint.com\/Shared\/GeekCentre\/Geek%20Wiki\/technical\/Database%20Service.aspx\" rel=\"nofollow\">Database Service<\/a><\/li>\n<li>Set up the <a href=\"https:\/\/prospectsoft.sharepoint.com\/Shared\/GeekCentre\/Geek%20Wiki\/technical\/Backup.aspx\" rel=\"nofollow\">Backup<\/a><\/li>\n<li>Create <a href=\"https:\/\/prospectsoft.sharepoint.com\/Shared\/GeekCentre\/Geek%20Wiki\/technical\/Replication%20Service.aspx\" rel=\"nofollow\">Replication Service<\/a><\/li>\n<li>Install <a href=\"https:\/\/prospectsoft.sharepoint.com\/Shared\/GeekCentre\/Geek%20Wiki\/technical\/TLS%20Wrap.aspx\" rel=\"nofollow\">TLS Wrap<\/a><\/li>\n<li>Set up&nbsp;<a href=\"https:\/\/prospectsoft.sharepoint.com\/Shared\/GeekCentre\/Geek%20Wiki\/technical\/Replication%20Restart.aspx\" rel=\"nofollow\">Replication Restart<\/a><\/li>\n<li>Configure Firewalls\n<ol>\n<li>Database Service - allow DBSRV9.exe through the firewall.<\/li>\n<li>For FTP Replication allow ports 21, 990 and 50000 - 65000 through firewall<\/li>\n<li>Add TLSWrap<\/li>\n<li>Add DBRemote<\/li>\n<\/ol>\n<\/li>\n<\/ol><\/div>\n<\/section>\n<section id=\"testing-the-new-setup-very-important\">\n<h2> Testing the New Setup (Very Important) <\/h2>\n<div class=\"text-content\">\n<ol>\n<li>Test that you can log into the CRM both on the server&nbsp;and&nbsp;the networked PCs (It will ask for a licence - see below)<\/li>\n<li>Check&nbsp;Replication Results.txt&nbsp;to ensure Replication is working<\/li>\n<li>Run the backup scheduled task and ensure the dbbackup.exe process runs, and a new backup is created<\/li>\n<li>Run the Replication Restart task, ensure it runs, and ensure it has logged an entry to&nbsp;repres.log<\/li>\n<\/ol><\/div>\n<\/section>\n<section id=\"log-into-the-crm-on-the-server-to-relicense-it\">\n<h2> Log into the CRM on the server to re-license it <\/h2>\n<div class=\"text-content\">\n<p>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.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"cleanup\">\n<h2> Clean-up <\/h2>\n<div class=\"text-content\">\n<ol>\n<li>Delete any old installers for old versions of CRM, add-ins or plugins<\/li>\n<li>Delete any old log files if they don't have remotes<\/li>\n<li>Delete old scheduled tasks from old server &amp; uninstall the CRM<\/li>\n<li>Move\/delete any old stuff from the desktop onto the new server into the correct folder<\/li>\n<\/ol><\/div>\n<\/section>\n<section id=\"ensure-the-latest-crm-installers-are-available-on-new-server\">\n<h2> Ensure the latest CRM installers are available on new server <\/h2>\n<\/section>\n<section id=\"if-using-file-replication-you-will-need-to-reconfigure-the-replication-on-the-server-and-all-remotes\">\n<h2> If using FILE replication you will need to reconfigure the replication on the server and ALL remotes <\/h2>\n<\/section>\n<section id=\"change-any-installer-locations-for-plugins-to-point-to-the-new-server-path\">\n<h2> Change any installer locations for plugins to point to the new server path <\/h2>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Old Server: Log everyone out of CRM Turn off all ProspectSoft related services and (if they are being moved) remove them from the old server Replication Service Automation Manager (monitor and imports) Email Marketing \/ Communigator TaskCentre Backup scheduled tasks Replication restart scheduled tasks Shut down the database and remove the service (\u200bFrom Sybase Central) [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ep_exclude_from_search":false,"cover_icon_emoji":"","cover_icon_url":"","tasks_count":"15","template_description":"","template_id":"oLNCRmh3LcVx7NvGm8hJrA","task_0":"Old 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