How to migrate Bold BI instance and database
Steps to back up the Bold BI Database
Follow the instructions below to backup and restore the databases of the UMS and BI tenants.
Steps to migrate the resource folder
Install the Bold BI application on the destination instance which is the new instance to where you want to migrate.
Stop the Bold BI application of the new instance by following the below KB article.
How to Stop and Start the Bold BI Application on Different EnvironmentNow, take a backup of the app_data folder of the new instance, which is available in the below location.
Environment app_Data Location Linux /var/www/bold-services/application/
Default deployment location: /var/www/bold-services/applicationWindows {Deployed Location}/app_data/
Default deployment location: C:\BoldServicesDocker Need to backup the persistent volume used for app_data Kubernetes For Kubernetes need to backup the Fileshare for different cloud providers. EKS File storage Backing up your Amazon EFS file systems - Amazon Elastic File System AKS File storage Back up Azure file shares in the Azure portal - Azure Backup | Microsoft Learn GKE File storage Backups overview | Filestore | Google Cloud - Once backup is taken, delete the app_data folder of the destination instance, then copy and paste the app_data folder from the source instance to the destination instance location in where the resources files present.
Note that we need to replace the entire app_data location because some encrypted contents will be only decrypted with the key present in the app_data location. If the key mismatches, then we can't decrypt the existing information.
Steps to modify the UMS database connection and URL
Update UMS database
Follow the below guidance document to reset the database connection of the UMS in the new instance.
Reset Application Database – Admin Utility | Bold BIIf you are using IP, you can ignore this step and proceed directly to step 3.
a. If you are using the same custom domain, make sure CNAME record for your domain is mapped with the new IP address in the DNS provider.b. Alternatively, if you are using a different custom domain, create a CNAME record for your domain with the new IP address in your DNS provider, and then use that domain in Bold BI.
Refer to the KB article below to update your domain or IP in the new instance and skip Site URL configuration in Bold BI application and How to change individual tenant site URL sections of that article and continue further steps below.
How to change domain of Bold BI Embedded Analytics Server and access outside of machine | Bold BI SupportThe UMS service is ready with the restored database. Now, we need to update the UMS URL with the DNS or IP of the destination instance in the application. We can update the UMS URL either through the UI or using admin utility. Refer to the sections below for instructions on how to update it.
Update UMS URL using UIStart the new instance by following the below article.
How to Stop and Start the Bold BI Application on Different Environment
Go to the {new_instance_domain}/ums/administration page and login into the application.
Note: We need to access the UMS directly without accessing the tenant site with the destination instance domain.
Example: {your_domain}/ums/administration
Direct accessing of the UMS site is mandatory, in case if destination instance has upgraded Bold BI version and since the DB of the tenant site is not updated with the newly restored DB then upgrade SQL scripts which are necessary for the upgraded Bold BI version will be executed in the old DB instead of newly restored DB during application startup. To avoid this we need to first update the DB and the SQL scripts should be executed. Now update the UMS URL with the DNS or IP of the destination instance in the site URL. When updating, make sure not to check the checkbox that says "Update the URL of the sites that are deployed to the same URL" because the tenant database is still pointing to the old database. Enabling this checkbox will update all the tenant site URLs in the respective tenant DB which is the old database.
Then, click the Save button to save the changes.
Start the new instance by following the below article.
How to Stop and Start the Bold BI Application on Different Environment
Go to the {new_instance_domain}/ums/administration page and login into the application.
Note: We need to access the UMS directly without accessing the tenant site with the destination instance domain.
Example: {your_domain}/ums/administration
Now update the UMS URL with the DNS or IP of the destination instance in the site URL. When updating, make sure not to check the checkbox that says "Update the URL of the sites that are deployed to the same URL" because the tenant database is still pointing to the old database. Enabling this checkbox will update all the tenant site URLs in the respective tenant DB which is the old database.
Then, click the Save button to save the changes.
Update UMS URL using Admin Utility
- Open the utility location based on the Bold BI hosted environment as specified in the above link.
- Run the following command to update the UMS URL as shown below:
Syncfusion.Server.Commands.Utility.exe updatedomain -dns "<new_domain>” The UMS service is ready with an updated URL. To change the tenant site database connections and their URL, you can refer to the section below. However, if you are updating it using web means, please start the new instance site by following the article below. Alternatively, if you are using utility, you can start the site after changing the tenant database connection string.
How to Stop and Start the Bold BI Application on Different Environment
Steps to modify the BI tenant's database connection and URL
Update using UI
Go to the UMS site listing page by clicking the Sites option in the left panel.
{new_instance_domain}/ums/sitesNow, select Edit option from a specific site under context menu option,
If any changes in the URL provide it and click Next.
Now provide the newly restored database details of this tenant site and click on Update.
- Repeat the above steps for all the tenant sites one by one and make sure the new database details provided is the actual's tenant site.
- Now all the tenant sites in the destination instance are pointed to the restored DB and restart the Bold BI application by referring to the below link and access the tenant sites.
How to Restart Bold BI application
Update using Admin Utility
- Refer to the article below for instructions on how to update the database connections of bulk tenant sites using the admin utility.
- Now all the tenant sites in the destination instance are pointed to the restored DB and start or restart the Bold BI application by referring to the below link and access the tenant sites.
How to Restart Bold BI application - To update the tenant site URL for individual sites in the UI by referring to the above section Update using UI.
- Now stop and start the Bold BI to reinitialize the modified URL application settings.
Steps to modify the data source connection
- If you are migrating the data source's SQL database servers along with the Bold BI application, please create a support ticket using this link in order to get guidance on updating the connection string of the bulk data sources.
Note
- It is recommended to migrate the Bold BI database to the same or a higher version of the Bold BI instance in the new location. However, it is not recommended to use lower version of Bold BI in the new instance because during upgrade process we may altered the database tables or columns.
Related Links
Other Migration related KB articles
