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How do I Move EIOBoard to a Different Server

Posted by Steve Bardocz on 31 August 2010 11:00 AM

Backup everything
Backup the entire folder contents of C:\Program Files\Savance\EIOBoard (UserPictures and Logos are most important)
Open EIOBoard Admin from the existing EIOBoard Server
Go to SQL Tasks and look for the task to backup EIOBoard. You can edit the task to see where the backup file will be created on your system. Run the SQL Task and confirm the backup file was created, that the file size > 0, and the date is today.
You may want to go through all the settings in EIOBoard Admin and jot them down so you can enter them on the new server. (E-mail/SMTP server info, ADSync info, etc.)
Make sure you have your EIOBoard install key handy and are aware that all clients are going to be down and will need new settings to connect to the new server
Uninstall EIOBoard Server through the Add/Remove Programs
Complete the uninstall
Copy the Database Backup (default is SolutionSavantDaily.bak) and the files you backed up in step #2 to the new server.
Install onto the new server (make sure you are using the same or a newer Intranet Installer Executable)
1. You can install all the prerequisites ahead of time and make sure the server meets the minimum requirements from here: https://support.savance.com/Knowledgebase/Article/View/17/0/minimum-requirements-what-are-the-system-requirements-and-server-specifications-for-the-eioboard-server
2. Refer to the Customer Hosted Help Guide or Intranet Installer Manual found here: http://www.eioboard.com/CustomerHostedHelpGuide.aspx
Pick "Use SQL Server Express Edition to allow the installer to install SQL Express as part of the installation or choose “Use Existing SQL Server” if you've already installed a version of SQL Server yourself (2005 or higher required)
Check the box that you’ll be migrating an existing database since you’ll be pointing to the database backup file
1. If you are installing a newer version of EIOBoard on the different server from the SQL , make sure to manually upgrade the database
If you chose "Use Existing SQL Server, you must enter your SQL Server Name or IP and your SQL sa or database owner account for your SQL Server.
Configure all the same settings as previously documented. After you specify the IIS and other settings, the installer will install SQL if necessary, restore the database, and install all the required files to run EIOBoard on your new server.
Further configure any additional EIOBoard Server Settings once the settings screen comes up. Hit Save and Close when you are done.
If you had user pictures or logos, you’ll need to copy the folders from the previous server to the new server from the backup that you created. They should be in the C:\Program Files\Savance\EIOBoard folder if you accepted the default installation. (folder names should be userpictures and logos)
Adjust the client settings to reflect the new URL based on how you did the installation on the new server.

After the Update
There are several things you may have to check or reset depending on the versions you are upgrading between:

If updating past 10.3, when we implemented encrypted Passwords and stricter Password requirements: Changing Minimum Password and Username Length Requirements
Active Directory login not working after a server upgrade
If updating past 10.3.47 and using AD: Active Directory Changes after version 10.3.47+

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