How Do I Migrate the AgilePoint NX Databases to a New Database Server?

To migrate the AgilePoint NX databases to a new database server, do the procedure in this topic.

Prerequisites

Good to Know

Procedure

  1. To stop an AgilePoint Server instance, on the AgilePoint Server Manager screen, click Stop Service Stop icon.
  2. On the source SQL Server, export the AgilePoint NX databases.
  3. On the destination SQL Server, to import the databases, do this procedure.
    1. To change the configuration for the AgilePoint Server workflow database, on the Database screen, in the Database Name, select your workflow database name. The default name is AP_Workflow_DB.
    2. To change the configuration for the portal master database and portal tenant database, on the Manage AgilePoint NX Portal Configuration Utility screen, complete these fields:
      Field NameDefinition

      Database Type
      Description:
      Specifies the database technology to store your data.
      Allowed Values:
      • Microsoft SQL Server
      Default Value:
      Microsoft SQL Server

      User
      Description:
      The user name for the account AgilePoint Server uses to connect to the database.
      Allowed Values:
      An alphanumeric string that contains a user name for the database.
      Default Value:
      None

      Password
      Description:
      The password for the authentication account.
      To Open this Field:
      1. Turn off Windows Authentication.
      Allowed Values:
      An alphanumeric string that represents a password.
      Default Value:
      None

      Database Server
      Description:
      Specifies the server name and domain for your database.
      To Open this Field:
      1. In the Database Type list, select Microsoft SQL Server.
      Allowed Values:
      A valid database server name.
      Default Value:
      None

      Portal Database
      Description:
      Specifies the name of your AgilePoint NX Portal database.
      To Open this Field:
      1. To complete the database names from the database server, click Get Database.
      Allowed Values:
      A valid database name.
      Default Value:
      None

      Tenant Database
      Description:
      Specifies the name of your tenant database.
      To Open this Field:
      1. To complete the database names from the database server, click Get Database.
      Allowed Values:
      A valid database name.
      Default Value:
      None

      Initialize
      Opens this Screen:
      Sets the AgilePoint NX Portal database configuration for the first time.

      Update
      Function:
      Saves changes to the AgilePoint NX Portal database.
    3. To change the configuration for the Data Services database, on the Configure the Data Services Windows Service screen, complete these fields.
      Field NameDefinition

      Database Server
      Description:
      The database used for data tracking.
      Allowed Values:
      A valid database server name for Data Services.
      Default Value:
      The server name that was set when Data Services was installed.
      Example:
      • mydatabase
      • mydatabase/sharepoint

      Database
      Description:
      Specifies the name of the database for Data Services.
      Allowed Values:
      A valid database name from the list.

      Click the Ellipses button to get the names of the databases.

      Default Value:
      None
    4. To change the configuration for the Report Center database, do this:
      Note: The Report Center component (sometimes referred to as AgileReports) can only be used by customers who purchased this component before April 1, 2020. This version is no longer available for purchase, including by current and previous purchasers of AgilePoint NX or the Report Center component. In AgilePoint NX v8.0 and higher, Report Center has been replaced with the Analytics Center component.
      1. On the AgileReports AgileConnector, in the Report Database Connection field, change the database connection string to AgileReportsMetaDb.
      2. On your AgilePoint Server machine, open the file [Report Center installation folder]\bin\ahDbAdmin.exe.
        1. On the Logi 10 Ad Hoc Management Console screen, click Instance Configuration > Metadata connection.
          1. On the Metadata Database Connection screen, click Edit Connection String.
          2. Change the connection string to point to AgileReportsMetaDb.
        2. On the Logi 10 Ad Hoc Management Console screen, click Instance Configuration > Report Database connections.
          1. On the Report Database Connection screen, click Edit Connection String.
          2. Change the connection string to point to AP_Workflow_DB.
  4. To start an AgilePoint Server instance, on the AgilePoint Server Manager screen, click Start Service Start icon.