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How to migrate Bold BI database of one tenant site to another

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Follow below step-by-step process for migrating the database of one tenant site to another site of same Bold BI instance.

Steps to migrate the database of one tenant site to another

  1. Follow the below guidance for backing up and restoring the databases:

    Database TypeHelp Link
    PostgresSQLhttps://www.postgresql.org/docs/8.1/backup.html
    MS SQLhttps://learn.microsoft.com/en-us/sql/relational-databases/backup-restore/back-up-and-restore-of-sql-server-databases
    My SQLhttps://dev.mysql.com/doc/refman/8.0/en/backup-and-recovery.html
  2. Stop the Bold BI application by following the below KB article.
    How to Stop and Start the Bold BI Application on Different Environment

  3. Rename or back up the destination tenant site database.

  4. Rename the step-1 restored new database to the destination site’s database name.

  5. Once the database is renamed, you will need to update the site identifier value in the boldbi_systemsettings table.

  • Replace the boldbi_systemsettings table BaseUrl site identifier value with a new site identifier.
    Example: {your destination site domain or IP}/bi/site/{site_identifier}

    Picture1.png
  1. Next, we need to replace the resource and contents folders app_data/bi/{tenant_folder} of the destination site location with the source site files.
  • Navigate to the {deployment_location}/app_data/bi/{destination_tenant_id} and backup the folders.
  • Navigate to {deployment_location}/app_data/bi/{source_tenant_id} of the source site, copy all the folders, and paste them in the {deployment_location}/app_data/bi/{destination_tenant_id} destination site folder.
  1. Please find the app_data folder location in the table below for all environments.
    Environmentapp_Data Location
    Linux/var/www/bold-services/application/
    Windows{Deployed Location}/app_data/
    DockerNeed to backup the persistent volume used for app_data
    KubernetesFor Kubernetes need to backup the Fileshare for different cloud providers.
    EKS File storagehttps://docs.aws.amazon.com/efs/latest/ug/awsbackup.html
    AKS File storagehttps://learn.microsoft.com/en-us/azure/backup/backup-afs
    GKE File storagehttps://cloud.google.com/filestore/docs/backups
  2. Then start the application by following the below KB article.
    How to Stop and Start the Bold BI Application on Different Environment

Note

  • By default, the deployment location will be C:\BoldServices for Windows and /var/www/bold-services/application for Linux.
  • We can get the source and destination tenant folder id for step 6 under UMS Site details page.
  1. Go to the UMS site listing page {your_domain}/ums/sites

  2. Click on Site name,

    Picture2.png
  3. In the name of the Client Id value, the folders will be available under app_data/bi folder,

    Picture3.png
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Written by Amrutha Asokan
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