How to migrate Bold BI instance from one machine to another

Follow the step-by-step process below to migrate the Bold BI instance of Embedded Analytics Server from one machine to another, using the existing database connection.

Steps to migrate the resource folder

1. Install the Bold BI application on the new machine, which is the new instance to where you want to migrate.

2. Stop the Bold BI application of the new machine by following the below KB article.
   How to Stop and Start the Bold BI Application on Different Environment

3. Now, take a backup of the app_data folder of the new machine, which is available in the below location.

Environment	app_Data Location
Linux	/var/www/bold-services/application/ Default deployment location: /var/www/bold-services/application
Windows	{Deployed Location}/app_data/ Default deployment location: C:\BoldServices
Docker	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	https://docs.aws.amazon.com/efs/latest/ug/awsbackup.html
	AKS File storage	https://learn.microsoft.com/en-us/azure/backup/backup-afs
	GKE File storage	https://cloud.google.com/filestore/docs/backups




4. Once the backup is taken, delete the app_data folder on the new machine, then copy and paste the app_data folder from the old machine to the new machine 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.
   
   Once the backup is taken, make sure to stop the old instance of Bold BI application because if any changes made in the site won't be available in the new instance.
   

Steps to modify the URL in UMS

1. Follow the below guidance document to reset the database connection of the UMS in the new instance.
   Reset Application Database – Admin Utility | Bold BI

2. If 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.

3. 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.
   

4. The UMS service is ready with the restored database. Now, we need to update the UMS URL with the DNS or IP of the new 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.
   

1. Now start the Bold BI application of new instance by following the below article.
   How to Stop and Start the Bold BI Application on Different Environment

2. Go to {new_instance_domain}/ums/administration page and login into the application.

   Note: We need to access the UMS site directly without accessing the tenant site with the new machine domain or IP.
   Example: {your_domain}/ums/administration

3. Now update the UMS URL with the new machine DNS or IP in the site URL, and also ensure the checkbox shown below is not checked because enabling this checkbox will update all the tenant site URLs also.

   

4. Then, click the Save button to save the changes.

    Update UMS URL using Admin Utility
    Like the UMS database connection reset using the admin utility, which is specified in the link, we can update the UMS URL.

1. Open the utility location based on the Bold BI hosted environment as specified in the above link.
2. Run the following command to update the UMS URL as shown below:
   Syncfusion.Server.Commands.Utility.exe  updatedomain -dns "<new_domain>”
   

3. The UMS service is ready with an updated URL. To change the tenant site URL, you can refer to the section below. So start the new instance site by following the below article.
   How to Stop and Start the Bold BI Application on Different Environment
   

1. Go to UMS site listing page by clicking Sites option in the left panel.
   {new_instance_domain}/ums/sites
   
   

2. Now, select Edit option from a specific site under context menu option,
   
   

3. Provide the new URL here and click Next.
   
   
4. Enter the tenant site's database information of the restored database and click Update.
   
   
5. Repeat the above steps for all the tenant sites one by one.
6. Now all the tenant sites on the new instance machine are pointed to the latest domain or IP with the restored database. So, restart the Bold BI application by referring to the below link and access the tenant sites.
   How to Restart Bold BI application

Related Links

• How to migrate Bold BI instance and database
  
• How to migrate Bold BI database of one tenant site to another