Layton ServiceDesk - Installation - Migration - Application Only

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=Procedure=
 
=Procedure=
 +
==Backup==
 
#Back up the existing application installation directory. The default path is: ''C:\Program Files (x86)\Layton Technology\Layton ServiceDesk\''
 
#Back up the existing application installation directory. The default path is: ''C:\Program Files (x86)\Layton Technology\Layton ServiceDesk\''
−
#Back up your database.
+
#In Management Studio:
−
#Restore the backup of your database with a different name, for testing.
+
##Back up your database.
 +
##Restore the backup of your database with a different name, for testing.
 +
##Select the test database in the database-selection menu in the upper-left of the main window and run this query to prevent the test installation from hijacking incoming email:
 +
 
 +
    UPDATE setting
 +
   
 +
    SET sys_setting_value = NULL
 +
   
 +
    WHERE sys_setting_name IN
 +
   
 +
    ('inemailpopserver'
 +
                ,'inemailimapserver'
 +
                ,'inemailcdodropfolder'
 +
                ,'inemailwebdavexchangeurl'
 +
                ,'emailexchangeserver'
 +
                ,'inemailexchangeserver')
 +
 
 +
==Preparation==
 
#Check your destination server against the '''[[Layton ServiceDesk - System Requirements|System Requirements]]'''.
 
#Check your destination server against the '''[[Layton ServiceDesk - System Requirements|System Requirements]]'''.
 
#Run your destination server through the '''[[Layton ServiceDesk - Pre-Installation Procedure|Pre-Installation Procedure]]'''.
 
#Run your destination server through the '''[[Layton ServiceDesk - Pre-Installation Procedure|Pre-Installation Procedure]]'''.
−
#Install as per '''[[Layton ServiceDesk - Installation - New Installation|New Installation]]'''
+
 
−
#When the Database Tool opens, choose '''[[Layton ServiceDesk - Installation - Connect to Existing Database|Connect to an existing database]]''' and point it to your ServiceDesk database
+
==Installation==
−
#Copy the needed files from the backup made in Step 1 to your new application installation directory. Some common items that may need migrated are:
+
#Install as per '''[[Layton ServiceDesk - Installation - New Installation|New Installation]]'''.
−
#*''Application Images\'' - If custom images were added to any forms in '''[[Layton ServiceDesk - Configuring the System - Form Design|Form Design]]'''
+
#When the Database Tool opens, choose '''[[Layton ServiceDesk - Installation - Connect to Existing Database|Connect to an existing database]]''' and point it to your test database.
−
#*''HB_Data\ChangeAttach\'' - File attachments for '''[[Layton ServiceDesk - Logging a New Change#Change Logging|Changes]]'''
+
 
−
#*''HB_Data\Editor_Folder\Image\'' - User images added to email bodies configured in '''[[Layton ServiceDesk - Settings - Libraries - Email Settings & Bodies#Adding Images to Email Bodies|Email Settings & Bodies]]'''
+
==Restore Application Data==
−
#*''HB_Data\EmailBodies\'' - Email notifications configured in '''[[Layton ServiceDesk - Settings - Libraries - Email Settings %26 Bodies|Email Settings & Bodies]]'''
+
#Copy the files from the backup made in the '''[[#Preparation|Preparation]]''' steps to the same location on the destination server.
−
#*''HB_Data\MailIn\'' - File attachments for emails in the '''[[Layton ServiceDesk - Logging A New Request#Converting an Incoming Email into a Request|Incoming email queue]]'''
+
#*''Application Images\'': Custom images added to any forms in '''[[Layton ServiceDesk - Configuring the System - Form Design|Form Design]]'''
−
#*''HB_Data\ProblemAttach\'' - File attachments for '''[[Layton ServiceDesk - Logging a New Problem#Problem Logging|Problems]]'''
+
#*''HB_Data\ChangeAttach\'': File attachments for '''[[Layton ServiceDesk - Logging a New Change#Change Logging|Changes]]'''
−
#*''HB_Data\RequestAttach\'' - File attachments for '''[[Layton ServiceDesk - Logging A New Request#Overview|Requests]]'''
+
#*''HB_Data\Editor_Folder\Image\'': User images added to email bodies configured in '''[[Layton ServiceDesk - Settings - Libraries - Email Settings & Bodies#Adding Images to Email Bodies|Email Settings & Bodies]]'''
−
#*''HB_Data\LogFiles\'' - Application log files
+
#*''HB_Data\EmailBodies\'': Email notifications configured in '''[[Layton ServiceDesk - Settings - Libraries - Email Settings %26 Bodies|Email Settings & Bodies]]'''
 +
#*''HB_Data\MailIn\'': File attachments from emails in the '''[[Layton ServiceDesk - Logging A New Request#Converting an Incoming Email into a Request|Incoming email queue]]'''
 +
#*''HB_Data\ProblemAttach\'': File attachments for '''[[Layton ServiceDesk - Logging a New Problem#Problem Logging|Problems]]'''
 +
#*''HB_Data\RequestAttach\'': File attachments for '''[[Layton ServiceDesk - Logging A New Request#Overview|Requests]]'''
 +
#*''HB_Data\LogFiles\'': Application log files.
 +
 
 +
==Testing==
 +
#Test the installation by logging in, creating a request, sending an email, general use. If there is an issue, '''[mailto:[email protected] contact Support]''' for assistance.
 +
 
 +
==Configuration==
 
#Follow '''[[Layton ServiceDesk - General Troubleshooting - PDF Report Not Attached to Scheduled Report Email|this procedure]]''' to remap the application support path.
 
#Follow '''[[Layton ServiceDesk - General Troubleshooting - PDF Report Not Attached to Scheduled Report Email|this procedure]]''' to remap the application support path.
 +
#Launch Database Tool (DBTool.exe), choose '''[[Layton ServiceDesk - Installation - Connect to Existing Database|Connect to an existing database]]''' and point it to your live database.
 +
 +
==Update==
 
#If you are not running the latest version, update immediately. Refer to the '''[[LSD Current Version|latest release notes for details]]'''.
 
#If you are not running the latest version, update immediately. Refer to the '''[[LSD Current Version|latest release notes for details]]'''.
 
<p align="right">[[File:btn back up.png|link=Layton ServiceDesk - Installation - Migration]] [[Layton ServiceDesk - Installation - Migration|<u>Back to ''Migration''</u>]]</p>
 
<p align="right">[[File:btn back up.png|link=Layton ServiceDesk - Installation - Migration]] [[Layton ServiceDesk - Installation - Migration|<u>Back to ''Migration''</u>]]</p>
 
<p align="right">[[File:btn back up.png|link=User Guide for Layton ServiceDesk]] [[User Guide for Layton ServiceDesk|<u>Back to Contents</u>]]</p>
 
<p align="right">[[File:btn back up.png|link=User Guide for Layton ServiceDesk]] [[User Guide for Layton ServiceDesk|<u>Back to Contents</u>]]</p>

Revision as of 04:17, 22 June 2017

Btn back up.png Back to Contents

Btn back up.png Back to Migration

Contents

Overview

This procedure would be used when you need to move the application to a new server, but leave the database on the existing SQL server.

We highly recommend that you do not commit to the migrated installation until you are sure that the application is working without issues.

Version

Check the application version on your live installation. Check here for the latest version.

If you are not running the latest version on your source installation, please contact Support for the version you are running. You will be provided with a link to the latest full version for use in the below procedures.

Procedure

Backup

  1. Back up the existing application installation directory. The default path is: C:\Program Files (x86)\Layton Technology\Layton ServiceDesk\
  2. In Management Studio:
    1. Back up your database.
    2. Restore the backup of your database with a different name, for testing.
    3. Select the test database in the database-selection menu in the upper-left of the main window and run this query to prevent the test installation from hijacking incoming email: 
   UPDATE	setting
   
   SET		sys_setting_value = NULL
   
   WHERE	sys_setting_name IN
   
   		('inemailpopserver'
                ,'inemailimapserver'
                ,'inemailcdodropfolder'
                ,'inemailwebdavexchangeurl'
                ,'emailexchangeserver'
                ,'inemailexchangeserver')

Preparation

  1. Check your destination server against the System Requirements.
  2. Run your destination server through the Pre-Installation Procedure.

Installation

  1. Install as per New Installation.
  2. When the Database Tool opens, choose Connect to an existing database and point it to your test database.

Restore Application Data

  1. Copy the files from the backup made in the Preparation steps to the same location on the destination server.
    • Application Images\: Custom images added to any forms in Form Design
    • HB_Data\ChangeAttach\: File attachments for Changes
    • HB_Data\Editor_Folder\Image\: User images added to email bodies configured in Email Settings & Bodies
    • HB_Data\EmailBodies\: Email notifications configured in Email Settings & Bodies
    • HB_Data\MailIn\: File attachments from emails in the Incoming email queue
    • HB_Data\ProblemAttach\: File attachments for Problems
    • HB_Data\RequestAttach\: File attachments for Requests
    • HB_Data\LogFiles\: Application log files.

Testing

  1. Test the installation by logging in, creating a request, sending an email, general use. If there is an issue, contact Support for assistance.

Configuration

  1. Follow this procedure to remap the application support path.
  2. Launch Database Tool (DBTool.exe), choose Connect to an existing database and point it to your live database.

Update

  1. If you are not running the latest version, update immediately. Refer to the latest release notes for details.

Btn back up.png Back to Migration

Btn back up.png Back to Contents

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