TABLE OF CONTENTS
This guide has been written to assist customers in upgrading from MigrationStudio to ManagementStudio. This process should be undertaken by a ManagementStudio consultant who will work with the customer to deliver the upgrade.
This process assumes that the data in MigrationStudio should be migrated to ManagementStudio.
A spreadsheet showing the roles and responsibilities for the upgrade is available on request.
- MigrationStudio upgraded to the latest version (the consultant will provide a download link and walk through this upgrade)
- The MigrationStudio IIS server must be running PowerShell 5.x or later
- Admin logon for MigrationStudio
- Access to logon to the MigrationStudio IIS server and the SQL Server
- Access to SQL Server Management Studio (SSMS) with a login that has access to the MigrationStudio database
- If the ManagementStudio IIS site will be created on a new server, access to the MigrationStudio attachments folder (via a share) will be required from the new server
- A minimum of 300GB of disk space on the SQL server which will host the ManagementStudio database transaction logs
- The standard prerequisites for installing ManagementStudio (details here)
- If both the MigrationStudio and ManagementStudio IIS websites will run on the same web server, consider the following:
- To ensure both MigrationStudio and ManagementStudio are accessible once the upgrade is complete each website will need to either run on a different port (not recommended in corporate environments) or a new DNS entry will be required for ManagementStudio if the same port is to be used (preferred option)
- It may make sense to create a DNS entry that includes "managementstudio" as part of the name. i.e. managementstudio.domain.local
- The DNS entry should point to the IP address of the IIS server
- A new SSL certificate is required for HTTPS installations (see HTTPS Installs in v7 and MS22 Side-by-Side Installation)
Ensure this part is undertaken a few days before the migration to ManagementStudio to allow the dev team to process the log files.
- Retrieve the logs from the MigrationStudio:
- Logon to MigrationStudio with an Admin account
- Open the Portal
- Browse to Admin -> Product Updates -> Download Logs to This PC
- Send these logs to the Dev Team for inspection
- These logs will be used to generate the default project for ManagementStudio
Export the MigrationStudio Data:
- Logon to MigrationStudio with the Admin account
- Note: This must be the account named 'Admin', not other accounts with the role 'Admin'
- If any connectors are running, stop them
- Open the Portal -> Plugins -> v7 to v10 Data Migration
- Generate Data CSVs ZIP -> Select Real -> Run
- This will take around 5 - 10 mins for a 10k user database. The page may time out.
- This file should be available for download. Copy this file to the ManagementStudio IIS web server.
- Alternatively, this ZIP file will be generated in <MigrationStudio Uploads Folder>\API\v7_Data_Migration\
If a change request is required for the upgrade, consider using the steps below in the request.
- Install ManagementStudio as per the install guide. High-level steps:
- Install ASP.NET Core Windows Server hosting
- Create the SQL Database
- Setup IIS (Already installed)
- Configure IIS for new service
- Install ManagementStudio Website and associated Config Files. Ensure a new project has been created with "No Config" in ManagementStudio
- Create a ManagementStudio folder to store uploads and logs files
- Import the custom project as supplied by the Dev Team
- Logon to ManagementStudio with a "Project Admin" account
- Administration -> Global Settings -> Uncheck Email Enabled -> Save
- Administration -> Project Settings -> Import Project Settings File -> Point at file provided by the Dev Team
- Restart the client when prompted
- Administration -> <Each Module> -> Process Workflow -> Set the Readiness Status for each Process and Sub-process -> Save Changes
- Administration -> Project Settings -> Save Changes (This ensures blank fields are populated)
- Import the MigrationStudio Data
- Update License
- The migration will fail if there are not enough licenses to hold the incoming Apps, Users, Devices.
- Download the import script Migrate Data to v10.ps1 from the MigrationStudio Product Updates webpage
- Extract this into a folder
- RDP to the ManagementStudio IIS web server
- Create a new folder on the ManagementStudio IIS webserver called Import Data
- Configure the Migrate Data to v10.ps1 file:
- Update License
|Setting and Example Value
|$apiUrl = http://managementstudio.domain.local
|The ManagementStudio URL
$apiUserName = "ManagementStudio"
|This is the built-in admin account and must be used
$apiPassword = "123456789"
|Password for the built-in admin account
$projectId = 1
|In ManagementStudio open the target project, then get the Project Id from Administration -> Project Settings
$managementStudioApi = "C:\inetpub\MS22\wwwroot\Automation\ManagementStudioApi"
|The path to the API files on the IIS server
$v7DataFolder = "D:\Temp\Migrationv7-MS2022\Real"
|The path where the MigrationStudio data was decompressed into.
Note: Single \
$v7AttachmentsFolder = "D:\\AppTracker\\Attachments"
|Path to the MigrationStudio files as setup during the installation. This can be checked in Admin->Initial Setup->Upload Folder
Note: Double \\
- Save the file
- Run this script. The data will be imported into ManagementStudio. This may take up to two hours
- Validate that the data is present
- Configure internal services - SMTP email, logos etc…
- Configure Connectors - verify the Connector schedules in Administration -> Scheduled TaskManager. For example:
- Once full confidence in the system has been achieved, Administration -> Global Settings -> Check Email Enabled -> Save
- Setup new users account as required
- Optional: Change the MigrationStudio user accounts to Read Only for all the modules