This article explains how to use out tool to copy your data between Networking and Standalone version in couple of easy steps.
Before you start
Before running data migration tool, make sure you have networking version installed and you have started it at least once, so application can run local preparation and make database ready and up-to-date.
In order to make sure your data is safe, data migration must be installed and executed on a PC where Networking version and database is installed
Obtaining a copy of standalone version database
If you are running data migration on a PC where standalone version was not installed, you will need a copy of your standalone database copied to that PC.
You can follow instructions how to create database backup at https://help.aronium.com/hc/en-us/articles/115002769089-Backup-database
Once you have your backup in place, copy it to a PC where data migration application is installed so it is ready when required.
Understanding source and target databases
In the following examples and in the migration tool you will come across "source" and "target" terms. Source database is the one you are copying data from and target database is the one where data is copied to.
For example, if you are copying data from standalone to networking versions, your standalone database is the source and networking version is the target.
On the other hand, if you are moving data from networking to standalone version, networking database is the source and standalone database is the target.
Preparing users migration
As migration tool cannot read users' passwords, these steps will ensure easy access after migration is done.
In source database (e.g. networking version) identify admin user and make sure that user has valid email address set. Remember, admin user is the one with the highest access level in the system.
The easiest way to match the users is to add at least one admin to the target database with the same first name, last name and email address. This way, migration tool will assume this is the same admin user in both systems and you will be able to use it to log when migration is complete.
For example, if you are moving data from standalone to networking version, run networking version (target) and add or update admin user to match the one in standalone (source) database.
It is important to make sure that both databases have an admin user with the same first name, last name and email address. This will ensure easy access once data migration is complete.
Download "Data Migration" application
Download data migration installer from https://www.aronium.com/download/DataMigration.Setup.exe. Once downloaded, run installer and follow on-screen instructions.
When you have installed data migration application, you can run it by using shortcut placed on your desktop.
When you run application you will be presented with a welcome screen. Press "Next" button to move to the next section.
Selecting databases for migration
On second screen, you will be asked to select or confirm databases that are going to be used for data migration.
As you are running data migration on a PC where networking version is installed, this database will be read from your local configuration, and there is no need to perform any tasks there.
For standalone version, if you do not have it installed on the same PC, you will be able to select standalone database backup that will be used in migration.
By default, your migration is set to be executed from standalone to networking version, meaning that data will be copied from standalone to networking version database.
If you wish to change data direction, you can do that by clicking button in the middle of the screen.
This will change direction of the data migration, so the data will be copied from networking to selected standalone database.
Selecting standalone database
To change standalone database or select backup file that will be used for migration, click "Change database" button and select standalone database backup file. This database file will be used in migration to read or write the data, depending on your selected source and target.
Once you have your database selected, click "Next" button to move to the next screen.
This screen lets you preview your selection before you run data migration.
If setup looks good, click "Start import" button to begin data migration
Data migration progress
When process is started, you will see a progress bar with details what data is being migrated. Depending on database size, this may take a while.
Before copying data to target database, application will automatically create a backup of target database, just in case you need it in the future.
Once migration process is started, the following tasks will be executed:
- Creating a copy of target database, before data is erased
- Cleaning up target database and erasing any existing data
- Copy the following data
- Payment types
- Access levels
- Company details
When data is migrated successfully, you will be presented with a confirmation screen as below.
If you were moving the data to networking version, you can start it immediately and verify that data is copied successfully.
Otherwise, if you were moving the data to standalone version, follow instructions to restore database backup at https://help.aronium.com/hc/en-us/articles/115003477932-Restore-database and run standalone version to confirm the data is copied successfully.