Before migrating the software

Review the prerequisites

Before starting the migration, review the Plan chapter in this guide and confirm that your system meets all the relevant prerequisites. In particular, review the computer hardware, operating environment, network connectivity, and licensing requirements, including System migration and license returns. Also review the PME 2023 Install notes and PME 2023 Upgrade notes, which provide information that is specific to the latest version of the software.

Backup the databases

Backup the ION_Data, ION_Network, ION_SystemLog, and ApplicationModules databases before starting the migration. Keep the backups in a secure and safe location. Use these backups to restore the original databases in case data is deleted or lost, accidentally, during the migration.

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LOSS of data

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Back up the database at regular intervals.

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Back up the database before upgrading or migrating the system.

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Back up the database before trimming it.

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Back up the database before making manual database edits.

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Verify correct database behavior after making database or system changes.

Failure to follow these instructions can result in permanent loss of data.

Cybersecurity

Review the cybersecurity information. See Cybersecurity for details.

Windows Integrated Authentication for SQL Server

If you are planning to install PME with Windows Integrated Authentication on the new system, see Windows Integrated Authentication for SQL Server for up-front configuration steps.

NOTE: Windows Integrated Authentication is not supported for PME systems with Secondary Servers.