Migrating Discovery Center Project Suite to a New Server

This knowledge base article provides instructions to migrate the Discovery Center application to use a new host server. If you only need to configure Discovery Center to use a new SQL server, please see this article instead.
 
To summarize the process, you will:

  • Backup your database and restore it to the new location if necessary.
  • Uninstall Discovery Center Project Suite 
  • Prepare a new server for Discovery Center Project Suite.
  • Install Discovery Center Project Suite

Notes:

  • To perform this task, the user must have the standard elevated privileges to perform Discovery Center Installations. For requirements, see the Discovery Center Installation Guide.
  • This process will not remove historical data that exists within Discovery Center.
  • You will need to reprocess your reporting database after any new installations
  • Workbench search results will be unavailable until you reclassify relevant indexes after reinstall.
  • Any custom configuration files should be backed up and stored on the new server. 
  • You will need to have the passwords and certificates used in credentials within Discovery Center Project Suite to refresh the stored values after re-installation.

Procedure

Existing Server

  1. Backup your Discovery Center Project Suite SQL database.

  2. If your Discovery Center Project Suite installation uses the HTTPS protocol take note of your IIS configuration as you will need to recreate this on your new server.

  3. Backup any configuration files that have been customized onto the new server.

  4. If you are migrating your SQL database and your SSAS Cube as well, you must restore your SQL database backup on the new SQL server in addition to installing all the necessary features for Discovery Center Project Suite as described in our installation guide.

  5. To begin uninstalling Discovery Center Project Suite, open Control Panel and navigate to Programs and features

  6. Select Active Navigation Discovery Center then select the "Change" option at the top.

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  7. Select "Remove"

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  8. Uncheck the option to "Remove Database with uninstall" and finish the uninstall.

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New Server

  1. Prepare the new server environment in the same way as the existing one, per the installation guide. (Recreate your HTTPS Website if it is necessary to use SSL).

  2. Add the Discovery Center Project Suite installation files to your new server.

  3. Run the Discovery Center Project Suite Installation .MSI file.

  4. Enter the updated database information at the SQL Server settings step of the installation wizard.

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  5. The installer should alert you that the database already exists on the server. If it does not, go back to the previous step and double-check your entry.

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  6. Complete the remainder of the installation.

  7. If you have any custom configuration, modify your configuration files as necessary.

  8. Request a new license key by reaching out to your ActiveNav Account Manager, and apply it to the new Discovery Center Project Suite installation.

  9. Once the installation is complete and you verify access to the website, your Discovery Center Project Suite will be completely configured to use the new architecture,
  10. Discovery Center Project Suite uses a machine based encryption key when storing credentials. Therefore after migrating the application to a new server you must re-enter passwords and certificates associated with credentials before you attempt to perform any operations that depend on those credentials.

If your database has been restored or detached in preparing for this article, it will leave some outstanding issues with communication between the SQL and SSAS databases.

You should check whether you can generate reports after processing the reporting database, and if you encounter problems you should refer to the knowledge base article linked below in the first instance.

Error After Detaching or Restoring the Discovery Center Project Suite Database