Using the Migration Assistant

The Migration Assistant is a utility that helps you move objects from one RICOH ProcessDirector system to another.

Before you begin the process below, install RICOH ProcessDirector on a new computer. This computer is known as the target system. In addition, have the URL for the log in page of your existing RICOH ProcessDirector system and the user name of an RICOH ProcessDirector Administrator on that system. The existing system is the source system.

Note: The source and target systems can have different operating systems installed.
To use the Migration Assistant, follow these procedures to prepare your systems, run the Migration Assistant, and complete the process by doing the migration tasks that the Migration Assistant cannot handle.

In this section:

  1. Planning for Reports database migration
    When you upgrade RICOH ProcessDirector on a different computer with the Reports feature installed, special consideration is required. You must make several decisions related to the Reports database to help the migration proceed smoothly.
  2. Preparing to use the Migration Assistant
    For a successful migration, we recommend taking some measures to prepare your systems to avoid difficult-to-solve problems that could lead to migration failure.
  3. Running the Migration Assistant
    With the Migration Assistant, objects and files are transferred from one RICOH ProcessDirector system to the other. This process significantly minimizes the likelihood of human error associated with the import of a large number of objects and files.
  4. Completing the upgrade process
    After you upgrade RICOH ProcessDirector, you must do a few more steps to make the transition easier.
Parent topic: Migrating and Updating