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.
To prepare your systems for migration:
  1. Determine whether your system includes any custom or extended features.
    1. On your existing system, select the Administration tab and click Licenses.
    2. Compare the list of installed licenses with this list. Make note of any licenses that do not appear on this list.

      Packages included with the base product

      • Advanced Transform
      • AFP Editor
      • AFP Support
      • Archive
      • AI Connection
      • Automated Verification
      • Avanti Slingshot Connect
      • Common Properties
      • Custom Properties
      • Cut Sheet Support for Kodak
      • Cut Sheet Support for TASKalfa
      • Cut Sheet Support for Xerox
      • Deadline Tracker
      • Electronic Presentment
      • Enterprise Key
      • Feature Manager
      • FusionPro Connect
      • HTTPS Support
      • Information Center
      • InputAFP
      • InputImage
      • InputPCL
      • InputPDF
      • InputPS
      • Inserter
      • MarcomCentral Connect
      • Migration Assistant
      • Notes
      • Order Management
      • OutputAFP
      • OutputPCL
      • OutputPDF
      • OutputPS
      • PDF Document Support
      • PitStop Connect
      • Postal Enablement
      • Preference Management
      • Preprinted Forms Replacement
      • Product Update
      • Quadient Inserter Express
      • Quadient Inspire Connect (previously Designer)
      • Reports
      • Ricoh PDF Printer
      • RICOH Predictive Insight Connect (previously RICOH Supervisor Connect)
      • Security
      • Ultimate Impostrip Connect
      • Web Services Enablement
      • Whitespace Manager
      • Workflow Editor
      • WPM
    3. If all the packages on your system are listed above, continue with step .
    4. If you find any packages on your system that are not on the list above, contact Ricoh to request updated packages.
        Important:
      • You can continue to prepare your systems for migration, but you must not start the Migration Assistant until you receive the updated packages. The last step in this procedure explains what to do with the updated packages after you receive them.
  2. Install RICOH ProcessDirector on the target system.
    1. Verify that your system meets the prerequisites.

      See Hardware requirements, Running the prerequisite checker, and Installing required software for more information.

    2. Follow the installation instructions just as you would for a new installation.

      See Installing for more information.

    3. Return to this procedure after you complete the process to install the base product.
    4. Log in to the version of RICOH ProcessDirector that you just installed. Use the User Nameaiw and the Passwordaiw.

      When you change the password for this user, remember the new password. We recommend logging in as this user until the migration process is complete and all users are imported to the target system.

    5. Install the same features that you had on your old system and any new features that you have purchased. If an error occurs during the installation, contact Ricoh Software Support.

      For more information, see Installing features and Installing RICOH Transform features.

    6. Download and install license keys. RICOH ProcessDirector and all features install in trial mode. If the trial period expires before you install license keys, the software stops working.

      See Downloading and installing license keys for more information.

      Note: You can install license keys after the migration process is complete if you prefer.
  3. If you use the Reports feature, review Planning for Reports database migration. Before you start the Migration Assistant, consider these items:
    • Whether you want to continue using the existing Reports database or create a new one for the target system.
    • If you want to create a new database, what instance of PostgreSQL to use, an instance installed with RICOH ProcessDirector or one installed separately.
    • If you are creating a new database for the target system, whether you want to migrate your existing data.

    If you plan to create a new Reports database on the target system and migrate your existing data into it:

    1. Log in to the source system and enable all the data collectors whose data you want to migrate.
    2. Create the new database. Log in to the target system and open Administration ⇒ Reports ⇒ Database settings. Review and update the settings, then enable data capture. The database table is created automatically if everything is configured correctly.
      Note: This step is required if you use a PostgreSQL instance installed outside of RICOH ProcessDirector.
  4. If you are using the Preprinted Forms Replacement feature, export the media.zip file from your target system and copy it to the source system. Follow the instructions for Exporting media with electronic forms.
  5. When you import step resources, the files that they refer to are not included in the export package. Copy the files referenced in the step resources from the source system to the target system manually. You must copy the files to the target system before you start the Migration Assistant.
    1. To import all the step resources, copy the contents of C:\aiw\aiw1\StepResources from the source system into the same directory on the target system.
    2. To import specific step resources, open the XML file that you exported. Find the entry for each step resource that you exported and locate the StepResource.File property. In that value, find the name of the RSC file associated with that step resource. For example, in this value:
      <property name="StepResource.File" value="{&quot;fileName&quot; : 
&quot;C:\aiw\aiw1\StepResources\
1992052c6ef44a229b8b43d77232bf53.rsc&quot; , &quot,&quot;displayName&quot; : &quot;
Ricoh_Export-2019-08-26_13-30-04.xml&quot;}"/>

      The file name is: 1992052c6ef44a229b8b43d77232bf53.rsc

    3. Find the file on the source system and copy it into the same directory on the target system.
  6. The Migration Assistant cannot migrate SSH Key credentials.
    Private Key credentials cannot be exported, because they must be created on the system where they are used. Objects that use private key credentials fail in the Migration Assistant and must be recreated manually afterwards.
  7. Prevent common issues that can result in migration failure:
    1. Take a snapshot or backup of both the source and target systems to avoid the risk of data loss.

      See Backing up data for more information.

        Note:
      • Using Migration Assistant to upgrade on a different computer does not affect the source system, preserving the data and configuration. We recommend backing up both systems as a safety measure.
    2. Check file system capacity. For a successful migration, the target system should have at least as much available capacity as the source system.
    3. Verify that antivirus or other security software that locks and scans files is still disabled on the target system.
        Note:
      • Microsoft Defender Firewall and Microsoft Defender Antivirus are separate programs. You must disable Microsoft Defender Antivirus. Turning off Microsoft Defender Firewall does not prevent the installation issues described.
      • Microsoft Defender Antivirus must be disabled; passive mode is not sufficient to prevent install errors.

      Verify that exceptions for these paths are defined in your antivirus software:

      • C:\aiw\aiw1
      • C:\Program Files\Ricoh\ProcessDirector
      • If you use DB2 as your database:
        • C:\AIWINST
        • C:\ProgramData\IBM
      • If you use a custom feature that integrates BCC software with RICOH ProcessDirector:
        • C:\BCC
  8. If you found extended features on your system and requested updated packages in , import the packages onto the target system and install them using Feature Manager. Follow the steps in Adding or upgrading a feature using Import Package.
    • Do not skip this step. The Migration Assistant requires you to have the same features on both the source and target systems. You cannot copy the packages on your current system to a 3.14 or higher system, as they are incompatible.
Parent topic: Upgrading on a different computer with Migration Assistant