This guide has been written to assist customers 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)
- 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
- 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 which 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 which 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
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 an 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 -> Project Settings -> Save Changes (This ensures blank fields are populated)
- Export the MigrationStudio Data
- Logon to MigrationStudio with the Admin account (not an account with Admin rights, but the actual Admin account)
- Open the Portal -> Plugins -> v7 to v10 Data Migration
- Generate Data CSVs ZIP -> Select Real -> Run
- This will take a while and 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 <ManagementStudio Files>\API\v7_Data_Migration\
- Import the MigrationStudio Data
- Download the import script Migrate Data to v10.ps1 from the MigrationStudio Product Updates webpage
- Create a new folder on the ManagementStudio IIS web server called Import Data
- Extract the ZIP file to a subfolder within this folder
- Configure the Migrate Data to v10.ps1file:
|Setting and Example Value||Description|
|$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 = 2
|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|
$v7AttachmentsFolder = "D:\\AppTracker\\Attachments"
|Path to the ManagementStudio files as setup during the installation. This can be checked in appsettings.json|
- 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…
- Once full confidence in the system has been achieved, Administration -> Global Settings -> Check Email Enabled -> Save
- Setup new users accounts as required
- Optional: Change the MigrationStudio user accounts to Read Only for all the modules