XMPie Migration Process - Single Phase

The following diagram describes the migration process, with details when needed.
Please note that this is a generic flow, and the specifics may change for each process.

Legend:

XMPie responsibility

Client responsibility

Preparation
 
Migration day

Phone call

Preparation and expectations call. Especially regarding unsupported features:

  • External assets
  • External data sources
  • Plans: external paths
  • Plans: uImage calls
  • Output destinations
  • Domains DNS changes
  • System fonts

Documentation to client

XMPie will send the following:

  • Release notes
  • Customer Expectations Document
  • Installation guides
  • Technotes (maintenance)
  • SitePrep document

Install servers

Please refer to the Customer Expectations Document for minimum requirements

Provide credentials

Provide the following to XMPie:

  • Remote connection to all servers + VPN if exists
  • uProduce & uStore admin credentials
  • Adobe Creative Cloud, if Photoshop CC is to be installed

Prepare new servers

XMPie will need access to perform the following:

  • Download needed files
  • Install roles & features (ServerPrep)
  • Install SQL Express Server
  • Install InDesign Server (trial)

Perform adjustments

Fonts: copy Windows fonts to the new servers

Managed domains:

  • Document existing domains
  • Prepare to adjust DNS records
  • Recommended: lower the TTL a few days before the migration, to allow a quick switch

Plans: adjust plans:

  • Work with external paths
  • uImage calls (if applicable)

External entities: make sure the new servers can access:

  • External data sources
  • External assets
  • Destinations

Provide testing material

Provide working stores & products, and also working campaigns of:

  • Print
  • Email
  • Web

Final check before migration day

On-site availability

File system & SQL backup

Before performing a backup, the production should be finished. i.e., all jobs must be completed, and no jobs are running or in progress.

Refer to the Knowledge Base article 37, in the section regarding XMPie backup

In the xmpiedashboard, go to 'System > Path Locator' and write down the defined values.

On ALL servers, shutdown XMPie:

  • Stop IIS (including application pools)
  • Stop service: Message Queuing
  • Stop services: all XMPie services

SQL backup:

  • XMPDB2
  • XMPDBASSETS
  • XMPDBHDS
  • XMPDBIF (in some versions)
  • XMPDBTRACKING
  • uStore (in uStore installations)

Snapshots, if possible, AND backup those folders:

  • X:\XMPie
  • X:\Websites
  • X:\Xerox (if FreeFlow Core is installed)

Copy material to new servers

Copy the following from the backup to the relevnat locations on the relevant servers:

  • XMPie DBs
  • XMPie folder
  • Websites (if applicable)
  • Xerox (if applicable)

Deactivate all licenses on old servers

Including XMPie software and InDesign Server

XMPie software installed with current data

Steps:

  • Import DBs
  • Copy XMPie file system
  • Install XMPie software
  • Perform data conversion where supported

License activations

InDesign Server production, and XMPie with unlimited output if available

Client tests the installation

The installation should be tested with real projects and real data and scenarios

Install Professional Services customizations

Test Professional Services customizations

Web sites adjustments

Adjust the following:

  • RURL: adjust non-xmpie web sites to work with the new servers
  • XMPL: adjust custom web sites
  • DNS: modify DNS records for the relevant domains

Last tests

Test at least the following:

  • Active campaigns: print, email, web
  • uStore stores & products + friendly URLs
  • 2G projects (web page, tracking, PDF on-demand, trigerred email)
  • RURL web sites
  • Print to remote destinations
  • FreeFlow Core flows

Migration complete!

Good luck!