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It is very important that you read all of the information below before you begin. Not following the instructions, including the "Installation and Deployment Considerations" below, could cause you to lose your configuration, users, and permissions. If you do not have a complex configuration or do not have users and permissions configured, you do not need to use this procedure. Simply install EFT Server on the new computer and ask Globalscape Customer Support to move your serial number to the new computer on the registration server.
Copying or migrating EFT Server configuration might be necessary for several reasons, such as:
Moving a Proof of Concept (PoC) in your staging environment without wanting to recreate all the settings and configuration data.
Creating a standard configuration for installation on multiple computers.
Updating EFT Server software with a fresh install rather than patching.
In EFT Server Enterprise edition, you can use the Migration wizard to backup and restore Server configuration (from EFT Server Enterprise to EFT Server Enterprise). Refer to Backing Up or Restoring Server Configuration for details. If you are not using EFT Server Enterprise, you must use the manual procedure below.
Installation and Deployment Considerations
Consider the following before moving a configuration from the source to the target system:
Set the source Site's Home IP to All Incoming. It must not be bound to a specific IP address unless the system you are deploying to is bound to the same IP address.
Copy the entire folder structure from the old computer (source) to the new computer (target). If the same folder structure does not exist on the target computer, an error appears that says "Failed to get permission settings." Make sure the target system's installation paths are the same as the installation path on the source computer. For example, if you installed EFT Server on drive C, then install it on drive C on the target, too. If the drive letters are different, change the drive letter on the target before installing the software. Make sure EFT Server root and location of the .aud file on the target system are the same as on the source computer. The path to the .aud file on the target system must match the one on the source system for the Virtual File System (VFS) to be able to find EFT Server root (if they do not match, all permissions and groups will be lost).
Use the same administrator username and password when installing on the source and target systems.
The default installation path in EFT Server version 6 is different from EFT Server versions prior to version 6. For example, EFT Server versions 6 and later store ftp.cfg in \All Users\Application Data\, not in \Program Files\Globalscape\EFT\ as EFT Server version 5.x and prior do. However, EFT Server version 6 looks for ftp.cfg in three locations: registry, app data, and installation folder. So, even if you put ftp.cfg in the installation folder, EFT Server will save it in app data (or the folder specified in the registry, if it is set). Because ftp.cfg contains the full path to the Sites' .aud files then you should save the .aud files in the same folder as on the source computer, or save them in the same folder as ftp.cfg and correct the path to the .aud file on the General tab of the Site when you first open the administration interface.
To copy configuration
This procedure assumes you have installed and activated the product on the source system, and configured the Sites, Users, Groups, file and folder permissions, Event Rules, users, and so on.
Exit the administration interface.
Stop the Server service. (Start > Run, type services.msc).
Copy the following files to the target computer at the same path as they were on the source computer. (Refer to the note above and File Location Changes for details about file location changes.)
All .bak and .update files
All pgp key files (*.skr, *.pkr)
All SSL certificate files (*.cer, *crt)
All SSH key files (*.pvk, *.pub)
Any scripts or .bat files that are started as part of a custom command
Any custom reports
All registry overrides (for special settings)
Web Transfer Client folders (to capture any customization)
PCI folder (PCI DSS Compliance report)
Ad Hoc folder (to capture any customization)
If you are copying from a production system, you can now restart the EFT Server service and continue to manage file transfers. After the new system is configured, you can switch over to the new system and uninstall EFT Server from the old system.
On the target system, create the same physical folder structure as the folder structure on the source computer.
The easiest way to duplicate the physical folder structure is to copy the folder structure from the source to the target, which avoids introducing typos in folder names.
Install and activate the product on the target system.
Cancel the automatic setup wizard that appears the first time you run the administration interface.
Close the administration interface and stop the Server service in the Services dialog box (in the Windows control panel).
Paste the files gathered from the source system into EFT Server installation folder on the target system. Only the FTP.cfg is overwritten, because you have not yet created any Sites, etc. on the target system.
Create the necessary account(s) for the EFT Server service and assign the appropriate permissions.
Restart the Server service and login using the administration interface. You will be prompted to activate your serial number. Be sure to contact the Globalscape customer service team or your account manager so that we can adjust your account on our activation and registration server; otherwise, the registration server will think that the serial number is being used by the other computer.
Double-check Server and Site configuration. The target system setup is now complete.