Hosting Migration Guide
- Matthew Grubb (Unlicensed)
- Peter Adams (Unlicensed)
- Joe Robson (Unlicensed)
This guide takes you through the steps needed to migrate your on-premise copy of PICS to Pellcomp's hosting platform. If you haven't already you should download a copy of our Hosting Migration tool.
Starting in the right location
To ensure the migration tool can do everything required, we need to run this process from the correct location. If you have eFilestore you need to be logged in to the server that is running the Pellcomp eFilstore Client Service with administrator privileges.
If you don't have this feature then you need to be on your main PICS server where the software is installed.
Running the Hosting Migration Wizard
If you don't have the HostingMigration executable yet, download a zip.
The Hosting Migration Wizard should be extracted into the PICS EXE Directory.
You can open this directory from the PICS login screen. Select Help → About PICS.
And then click the Program button to open the PICS EXE folder.
Launch the HostingMigration executable you have placed in the PICS software folder. You may be prompted by Windows UAC, please accept and continue.
Select a PICS database and login
Select the PICS Database Directory you wish to migrate to Pellcomp Hosting. As above it can be found from the PICS login screen. Select Help → About PICS.
Under Trial run or the live migration select:
- Trial - If this is a trial run to ensure you can get the files to Pellcomp Software and to start replicating your eFileStore documents (if you have this feature).
- Live - If you have already completed a trial run, eFileStore (if you have this feature) has finished replicating your documents, and you are now ready to disable your on-premise copy of PICS and move your database to Pellcomp Hosting.
Enter your PICS username and password (you need the Supervisor PICS permission to use this wizard) and click Login.
Enable eFileStore Replication
Skip to the next section If you do not have an eFileStore license or do not use eFileStore to manage documents uploaded into PICS.
Document replication can take hours or days, so it is recommended you complete this step as soon as you have confirmation that you are migrating PICS to Pellcomp hosting. If you do not have an eFilestore licence this setion will be skipped.
eFileStore is the depository of all uploaded documents within PICS. The number of files can range from tens to thousands. The replication uploads a slow trickle of these documents over time from your servers to Pellcomps.
This page attempts to detect if you are currently logged into the server running the eFileStore service based on the IP address of the eFileStore URL.
Because replication from on-premise installs to the Pellcomp hosting platform is a new feature, it is likely that you will need to download the latest eFileStore installer using the link provided within the migration tool (Latest Version Download) to upgrade your on-premise eFileStore. The earliest version of eFileStore that will work with the migration tool is 15.30.10.10.
You can do this upgrade while people are using PICS, however, any attempt to access or upload a file while the eFilestore service is not running will result in an error. All files and data currently there are preserved, as the service being upgraded is separate from this data.
Once eFileStore is at the correct version the eFileStore Config application can be launched using the button provided (you may need to press the [F5] key to refresh the page).
On the Replication tab, click the Replicate to Pellcomp Hosting button. You will then be prompted to enter the Provider Name. Enter your organisation's name here so that we can identify who the data sent to us is coming from.
Select OK to continue then click the Save all settings button.
If you receive an error saving the settings you will need to close the tool and start it again using Run as Admin permissions.
When prompted you should restart the eFileStore services as the changes will not take effect until the services are restarted.
Replication will normally take several hours, days, or weeks depending on the number of files, so keep an eye on Replication Progress from the File Data tab.
If replication stops progressing close to 100% then there may be a few files that can't replicate. You can report on these replication issues using the Launch eFileStore Health Check app button.
Once the eFileStore config tool is closed the wizard will progress to the Zip and upload stage.
PICS Services
This step will be disabled for trial runs as PICS services should only be disabled during a live migration.
It is recommended to Stop & Disable Scheduled Reports services as this can prevent exclusive access to the PICS database which is required for live migrations. It will also prevent scheduled reports from being created and sent using your on-premise data which is no longer your live data.
You can also Stop & Disable the eFileStore services but only do this if you are sure your eFileStore documents have finished replicating to Pellcomp's servers. You can check the replication status following the instructions on the previous eFileStore Replication page.
The Open Service Manager button can be used to perform these actions manually or undo any changes made using this wizard.
Zip and upload data files
Links are provided to your application and database directories simply for your convenience.
DB Available Disk Space - The amount of free disk space on the partition containing your PICS database. If this is a trial run and other users are using PICS you will need at least twice the size of your PICS DB in free space to perform a backup while anything is accessing the database (live backup).
Zip Storage Directory (Optional) - If you want to specify where the zip file which is generated and uploaded to Pellcomp is saved you can specify a folder. If left blank the Windows User's temporary directory will be used.
Zip Available Disk Space - The amount of free disk space for the zip files, either the partition specified in the Zip Storage Directory or the Windows User's temporary directory.
Upload Method - Upload options are:
- HTTPS / FTPS - A zip file is generated, uploaded to Pellcomp hosting and a notification is sent to Pellcomp without any user interaction.
- FileDrop - A zip file is generated, it is up to the user to upload the zip to Pellcomp's FileDrop website and click Notify Pellcomp once the upload completed.
Click the Zip and Upload button. Progress of gathering files and uploading them to Pellcomp is displayed on the bottom status panel.
For the live migration, you will need everyone out of PICS.
You should be prompted when the Database has been uploaded successfully to Pellcomp.
When performing the live migration, you should also get the following prompts:
- Do you wish to make the on-premise Database Readonly? - You should do this unless there is very good reason to still need to access the data in edit mode, any changes will have to be redone once on hosting.
- Do you wish to lock on-premise PICS so only you can access it? - Ideally, this would be done to ensure no confusion about what database to use. However, you may need to have others access the data for vital business operations. If this is the case we would strongly recommend ensuring the database is read-only. from the prompt before.
FCA HTTP Redirect
Skip to the Summary section if you do not have an FCA license.
Only perform this step for live migrations, if you selected a trial migration on the previous step then this page will be disabled. If you do not have an FCA licence then this section will be skipped.
Enter the FCA Web Service URL provided to you by the Pellcomp implementation team.
Once this setting is saved, all incoming FCA connections to your on-premise PICS will be instructed to redirect to the Pellcomp hosting URL.
There is also a link to a guide on how to manually set up redirects in IIS. This option is useful if you intend to immediately archive or disable internal access to your PICS database.
Wizard Summary
That's it, you've reached the end of the migration wizard, click Close Wizard.
