› PSIcapture Mailroom › Server migration › Migrate to new server

Migrate to new server

First, install PSIcapture Mailroom on a new server:

  1. Back up the SQL database from the current production server.
  2. Restore the SQL database to a new SQL server location or a new server.
  3. Contact PSIcapture License Support to reset your license key.
  4. Install PSIcapture Mailroom on the new server. Make sure it has the same version as the old server.
  5. Open Deployment Manager utility and create a new deployment.
  6. Configure the connection string, verify that the database name within the Deployment Manager matches the new location for the server, and ensure that you have a different database.
    Example: 
    Server=Enter New Server Name;
         Database=Enter New Database;
         User ID=Recommend SA ccount;
         Password=Enter Password;
  7. Create a new database instance for the new server.
  8. Enter the new license key into the Deployment Manager.
  9. Click the Save button once you have configured the license correctly.
  10. Log in as administrator.

Move configuration data

Ensure both the old production server and the current production server are open and accessible to complete the steps described below.

  1. Stop PSIcapture Mailroom services within the Services.msc application.
  2. On each machine with PSIcapture Mailroom, locate the Deployment ID in the Deployment file at C:\ProgramData\PSIGEN\Fusion.
  3. Replace the new Deployment ID with the old Deployment ID.
  4. Update the connection string to point to the restored database.
  5. Save the changes in the file Deployments.xml.
  6. Delete the files related to the registered key, namely, license.xml, Organization.xml, and Registration.xml, from the new deployment folder located at C:\ProgramData\PSIGEN.
  7. Copy the above three files from the old deployment folder and place them into the new deployment folder.
  8. Delete folders and files in the new deployment folder located at C:\ProgramData\PSIGEN\Fusion\Organizations\"Deployment Name".
  9. Copy folders and files from the old deployment folder located at C:\ProgramData\PSIGEN\Fusion\Organizations\"Deployment Name" and place them into the new deployment folder.
  10. Run the Deployment Manager as an Administrator.
  11. Check the information in the Deployment Manager and verify that the data from the old deployment is displayed correctly.
  12. Test the SQL connection in the Deployment Manager.
  13. Check the license key. Verify that the license file is placed into the old deployment.
  14. Reset the license key.
  15. Reapply the license by using the License button.
  16. Save the Deployment Manager settings.

Reset administrator credentials

If Services fail to start, first, ensure they are stopped under Services.msc. Rename the Keys folder in the deployment directory to "Keys_old" and restart the service to create a new Keys folder. Use the PasswordGenerator.exe utility to create a new Administrator password and apply the provided SQL update script in the SQL Server Management Studio. After resetting the password, log in as an Administrator and manually reset other user passwords if needed. Resume the migration process from the appropriate step.

To reset user passwords:

  1. Generate a new password for the Administrator account.
  2. After successfully resetting the Administrator password, log in as the Administrator.

    Now you can manually reset user passwords within User Management under Administration.