Migrate a Syncfusion® single-tenant Report Server to a Bold Reports® multi-tenant server in Azure Blob Storage

You can move reports, data, users, and permissions from a Syncfusion® single-tenant Report Server to a Bold Reports® multi-tenant server in Azure Blob Storage. You copy the configuration files from both storage accounts to your local machine, and then run the data migration utility.

How do I prepare the configuration files for migration?

To prepare for the Bold Reports® migration, download the configuration files of both servers from Azure Blob Storage into local IDP and Report Server folders.

  1. Create an IDP folder and a Report Server folder on your local machine, as shown in the following screenshot.

    Azure Blob folder

  2. Create the sub-folder structure /App_Data/Configuration/ under the IDP folder.

  3. Go to the storage account created when you deployed Bold Reports® (multi-tenant). In the container section, navigate to boldreportscontainer/boldservices/app_data/configuration.

    The following screenshot shows this location in the storage account.

    Azure Blob location

  4. Download the config.xml and privatekeys.dat files to the IDP/App_Data/Configuration folder.

    Azure Blob download option

  5. Create the sub-folder structure /App_Data/Configuration/ under the Report Server folder on your local machine.

  6. Go to the storage account of the previous Syncfusion® Report Server (Single-Tenant). In the container section, navigate to syncfusionrscontainer/Syncfusion®/Report Server/Configuration/.

    Configure file

  7. Download the config.xml file to the Report Server/App_Data/Configuration folder.

    Configure download option

  8. Run the data migration utility, as described in the next section.

Steps to run the data migration utility

The Syncfusion® data migration utility moves your Report Server resources into Bold Reports® after you point it at the two configuration folders.

  1. Download the shared Migration Utility zip folder from the Migration Utility download.

  2. Extract the folder and edit the Syncfusion.Server.DataMigration.exe.config file.

  3. Update the values of the following keys in the config file:

    <add key = “ReportsBackUpConfigPath” value=””/>
<add key = ”BoldReportsIDPPath” value=”D:\migration\IDP”/>

    The following screenshot shows these keys in the config file.

    Add key file

  4. Copy the Configuration path from your Report Server backup folder and paste it as the value of the ReportsBackUpConfigPath key.

    For example,

    <add key="ReportsBackUpConfigPath" value=" D:\migration\Report Server\App_Data\Configuration" />

  5. Copy the IDP folder path from your backup folder and paste it as the value of the BoldReportsIDPPath key.

    For example,

    <add key=" BoldReportsIDPPath" value="D:\migration\IDP" />

  6. Run Syncfusion.Server.DataMigration.exe from the extracted location.

    Blob Utility

What does the migration utility migrate?

The Bold Reports® data migration utility migrates some resources and skips others.

Note:

  • The migration tool can migrate your resources like Reports, Data Sets, Data Sources, Schedules, Users, Groups and Permissions.

  • The utility does not migrate Admin Settings and Profile Pictures.

  • The utility does not migrate user passwords, so you must set them manually. On the UMS page, set the password for each user, as shown in the following screenshot.

Blob password

Frequently asked questions

Does the migration utility migrate user passwords?

No. The utility does not migrate user passwords, so you set each password manually on the UMS page.

Which resources does the migration utility migrate?

The utility migrates Reports, Data Sets, Data Sources, Schedules, Users, Groups, and Permissions. It does not migrate Admin Settings and Profile Pictures.

See also