Migrating Report Subscriptions

Use the Migrate Report Subscriptions functionality to migrate all scheduled reports from the old Report Server to the new Report Server.

Note: You must not decommission the old Report Server until all migrated reports run successfully on the new Report Server.

A Report server migration includes these scenarios:

Migrating the Report Server while retaining the existing Report Server database
Migrating both the Report Server and the Report Server database

Migrating the Report Server while retaining the existing Report server database

Migrating the Report Server in this scenario does not require any additional utility, as only the user interface layer changes while the back-end database remains unchanged. Performing these steps does not cause any issues, and IRC reports continue to function as expected.

Back up these Report Server databases:
- ReportServer
- ReportServerTempDB
Install SQL Server Reporting Services (SSRS) on the target server using the same SSRS version as the source server.
Configure SSRS on the target server using the Report Server Configuration Manager.
Perform these steps when prompted to configure the ReportServer database:
1. Select Existing Report Server database.
2. Point to the existing Report Server database on the source SQL Server.
  This connects the new SSRS instance to the existing catalog of reports, subscriptions, security settings, and other configurations.
  
  Note: Before proceeding, ensure that the Report Server name has been changed on the source server or machine.
  Additionally, deploy the Approva Rendering Extension on the target server. See, Infor Risk and Compliance Planning and Deployment Guide.
Migrate the encryption keys.
1. Open Reporting Services Configuration Manager, on the source server.
2. Navigate to Encryption Keys and select Back Up.
3. Save the .snk file and securely record the password.
4. Navigate to Encryption Keys and select Restore, on the target server.
5. Specify the .snk file and the corresponding password.
  This restores credentials for data sources, subscriptions, and file share delivery.
Open the Environment Manager utility and update the Report Config Settings.
Restart the IRC services.

Migrating both the Report Server and the Report Server database

In this scenario, a new Report Server is configured and report subscriptions are migrated using the Environment Manager (EM) utility.

Perform these steps to ensure a smooth transition and successful validation of reports after migration.

Select Install SQL Server Reporting Services (SSRS) on the new server.
Configure SSRS on the new server using the Report Server Configuration Manager.
Update the new Report Server details under the Report Config Settings (MSSSRS) section, in the Environment Manager (EM) utility.
Publish reports on the IRC server using the PublishInsightMSSSRSReports.exe utility from these locations:
- For IRC reports: [Install Path]\BRPublisher\bin
- For Insight reports: [Install Path]\Adapter\Tmonitor\bin
Note: Before proceeding, ensure that the Report Server name has been changed on the source server or machine.
Additionally, deploy the Approva Rendering Extension on the target server. See, Infor Risk and Compliance Planning and Deployment Guide.
Link the target server in Microsoft SQL Server Management Studio (SSMS) on the source server by navigating to SSMS > Server Objects > Linked Servers > New Linked Server.

Note: Perform this step only if the target Report Server database and the IRC Core database reside on different SQL Server instances.
Use the Migrate Report Subscriptions feature in the EM utility to specify these names:
- Old MSSSRS server name where the Report Server is previously configured
- Old Report Server virtual directory name
- Old Report Manager virtual directory name
Click Confirm.
Review the old Report Server details, and click OK if the information is correct.

The system migrates all report subscriptions from the old Report Server to the new Report Server.
Verify that all reports function correctly after migration.