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Support FAQ > Installation & Deployment > How do I move Visual KPI to a new server?

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Migrating the Visual KPI Server from one machine to another is a very straightforward process, but please note...

The steps are easy, but the order is critical.

Another thing to point out:  The prerequisites are fundamental and you would not believe how many people ignore the preparation for such a move, imagining that it is just like copying a notepad file from one file server to another.  It is not.  Even though Visual KPI is a modern and quick-to-deploy mobile monitoring and BI tool, it is still an enterprise application and should be treated as such during a migration such as this.

For this FAQ we will assume the worst case, which is SQL Server and Visual KPI are on different physical machines. We will also assume that the database and Visual KPI Instance name are identical and are the default value of “VisualKPI” as delivered form the factory (us). The optional steps will be shown for the trivial case where SQL Server and Visual KPI are on the same machine.

Prerequisites:

  1. OS version is not important, you can move from Windows Server 2008 R2, 2012, 2016 and back.
  2. Both servers have all Visual KPI prerequisites installed and tested (.NET 4.6 Complete).
  3. Both servers are patched and fully up to date for the OS version
  4. IIS is configured to allow .NET 4.0 to run on the target server
  5. The SQL Server software is of the same vintage (i.e. moving from 2005 to 2005, or from 2008 to 2008 or from 2008R2 to 2008R2, 2012, 2014, 2016 etc.)
    1. Note: This is a SQL requirement, not a Visual KPI requirement
    2. To migrate SQL versions, a more involved process is required rather than simply creating a BAK file for restoration.  Contact us if you need help with this.
  6. SQL Server is patched the same on both machines, or the target machine is more up-to-date with patches than the original

Steps to Migrate:

Here are the steps for migrating Visual KPI to a new server.  Note: make sure you have the necessary permissions before you begin. This should take no more than 10 minutes:

  1. Use SQL Server Backup to create a .BAK file on the Source SQL Server machine, then copy it to the Target SQL Server machine. E.g. VKPI.BAK, containing the database “VisualKPI”
  2. Restore the Database using SQL Restore function, now you have a database on the Target SQL box called VisualKPI.
  3. Run the Visual KPI Server manager on the Visual KPI Target machine and create a new web site instance named “VisualKPI”
    1. When the database creation step arrives, simply choose a DB name of “VisualKPI-deleteme”
    2. Keep all other selections named “VisualKPI”
    3. Let the wizard run to completion
  4. Create all interfaces (to data sources – OSIsoft PI System, Oracle, etc.) with the same names as used on the original web server.
    1. For ODBC, OLEDB and OLAP interfaces, copy the *.SQL files (using Windows File Explorer) which hold the Current, History and Trend data queries to their corresponding file folders in the Target Visual KPI machine, overwriting the default files created when the interfaces where installed on the Target VKPI machine.
  5. Modify connection strings in the 3 applications, change “DB=VisualKPI-delete” me to “DB=VisualKPI” in
    1. Cache Server
    2. Alert Server
    3. Website
  6. Delete the dummy database in the Target SQL Server machine named “VisualKPI-deleteme”
  7. You are done

If you have questions or issues with a migration, please contact us and one of our engineers will happily walk you through the process.

Last updated on June 5, 2017 by Transpara

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