Migrating a Customer to another DS-System


Backed up data can be migrated to a new DS-System. This can be done at the customer or at the DS-Client level. This feature supports cross-platform migration between DS-Systems (e.g. Windows DS-System to Linux DS-System, etc.).

Migration (Export/Import processes) should be planned carefully, because you should expect it to take HOURS to complete, especially if there are millions of files and multi-GBs of data.

IMPORTANT NOTES:

Export Customer

1. In the Customers Tab, browse and highlight the customer to migrate.

2. Right-click.

3. Click Export Customer. The Export Customer [...] screen appears.

F1 Help: See "Export Customer / DS-Client [...]".

4. Enter a valid path (buffer directory) on the DS-System or DS-System network that can accommodate the full storage of the selected Customer.

Note: The Overwrite Options screen appears if you are retrying the "Export Customer" process and DS-System detects that usable data exists in the export location. This can happen if the previous process was stopped or interrupted. You can choose to overwrite the data and restart from the beginning, or try to resume from the point before the first error.

5. Click Export History. The Export history for [...] screen appears.

F1 Help: See "Export history for [...]".

6. Enter a valid path (buffer directory) on the DS-System or DS-System network to place the history (database logs) for this Customer. [These customer logs will not be imported to the new DS-Systems. Since you can choose to delete the original customer, you may wish to save these logs for historical purposes.]

Note: For UNIX DS-Systems, you must use a mounted point.

Import Customer

You can import the customer data to the target DS-System.

1. On the destination DS-System's Customers Tab, browse and highlight the DS-System Name.

2. Right-click.

3. Click Import Customer. The Import Customer screen appears.

F1 Help: See "Import Customer / DS-Client".

4. Type the source path from which to copy the customer data.

5. Click OK. This process will automatically create the Customer and DS-Client accounts, as well as copy the backup data to the DS-System.

6. You will be asked if you want to overwrite the Global Options for the current DS-System (Additional Charges, Billing Plans, Business Parameters).

7. Once complete, the DS-Client number and DS-System IP address will be changed.

8. On the old DS-System, for each migrated DS-Client on the DS-System Tree, right mouse click and select New Registration Info. The Enter New Registration Info screen appears.

F1 Help: See "Enter New Registration Info".

9. Enter the new information. The customer will see this when trying to connect to the old DS-System.

10. You must tell your customer their new DS-Client number, and have them configure their DS-Client as follows:

11. To make it easier for your customers, you can create a DS-Client Registration Information (.CRI) file for EACH of the migrated DS-Clients. (See "Export DS-Client Registration Information".).



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