Tasks on the target server

You can move a farm to a different server using SQL backup files.
  1. Attach all SQL .bak files to the SQL server.
  2. To clean the BIFarmConfig database, run these SQL commands:
    • delete from ACTIVE_SESSIONS
    • delete from ACTIVE_TENANTS
    • delete from RESOURCE_LOCKS
    • delete from SERVICE_MANAGERS
    • delete from SERVICE_WORKERS
    • delete from SERVICE_CONTROLLERS
  3. Copy the OLAP Service directories from the source farm to the path which is used as OLAP Service directories in the target farm.
  4. Install a farm with the Setup_dEPM_Services.exe file. When the Service Expert opens, do not select Create a new farm. Close the Service Expert.
    Note: Ensure that you use the same or higher version of Infor EPM as the source farm.
  5. Optionally, if you already created or configured a farm on your target machine, run this command to clean up the configuration: 
    Infor.BI.Service.Console.exe -job=cleanup-farm-parts Farm-cleanup-parts=cfgAllFarm db-provider=SqlServer db-server=xxx cfg-database-name=BIFarmConfig db-schema-user-name=infor -db-schema-user-password=xxx"
  6. On your target machine, open this file in a text editor C:\Program Files\Infor\BI\config\Farm.config and replace the line <Farm Id="00000000-0000-0000-0000-000000000000"> with the one from your source system.
  7. On your target machine, run this command: 
    C:\Program Files\Infor\BI\Tools\Infor.BI.Service.Console --job=import-master-keys --master-keys-source-file=C:\temp\master.keys
  8. On your target machine, run this command: 
    C:\Program Files\Infor\BI\Tools\Infor.BI.Service.Console --job=set-configuration-database --db-provider=ms --db-server=localhost --db-schema-user-name=myuser --db-schema-user-password=mypassword --db-database-name=BIFarmConfig (Optional) --log-level=debug
  9. Optionally, if you have a later version of Infor EPM, run this command to update the Configuration database: 
    Infor.BI.Service.Console -job=update-configuration-database db-provider=SqlServer db-server=xxx db-database-name=BIFarmConfig db-schema-user-name=infor -db-schema-user-password=xxx"
  10. Open the Service Expert.
  11. On the Configuration Service Worker tab, in the Database for Configuration service section, confirm that the Configuration database points to the correct database.
  12. Start the Configuration Service Worker manually.
  13. Close the Service Expert.
  14. On your target machine, run this command: 
    C:\Program Files\Infor\BI\Tools\Infor.BI.Service.Console --job=register-controller --farm-connection-profile=C:\Users\your name\Documents\Connection.farmprofile --farm-connection-profile-password=[connection-password]
  15. Open the Service Expert.
  16. Adjust the Connection.farmprofile file from the source machine so that the server name points to the new server.
  17. Connect to the Service Expert..
  18. Add the new connection profile.
  19. Click Connect.
  20. Optionally, change the Log database connection and update the Log database schema.
  21. On the Global Settings tab in Service Expert, change the public URLs for Dashboards and Office Integration.
  22. If you use IFS security, update the information on the Global Security tab.
  23. On the Directories tab, change the OLAP Service directories with directories you copied from the source farm.
  24. Select Services > Register All.
  25. Connect to the Farm Expert.
  26. In the Repository and Access step, click Database and update the connection SQL server name.
  27. Click OK > Next.
  28. Optionally, click Database and update the connection SQL server for a standard staging database.
  29. To install the Business Modeling-based business applications:
    • In the EPM Business Applications step, click Database and edit the connection to the restored Modeling database (BIFarmModel) and Consolidation journal database (BIFarmConsolidation).
    • Ensure that you enable the same application modules as enabled on the source farm.
    • Select the Install EPM Business Applications using Business Modeling check box and click Next.
  30. To install the Designer-based business applications:
    • In the EPM Business Applications - Designer step, select the Install EPM Business Applications – Designer check box.
    • Click Database and edit connections to the restored databases: dEPMInteg, dEPMDesign, and dEPMChange.