Migrate Bold Reports® Report Server to another Windows server with a PostgreSQL database

You can migrate Bold Reports® Report Server data from one Windows server to another without data loss when your metadata is in PostgreSQL. You copy the app_data folder, back up and restore the databases, and then update the connection string.

How do I prepare the target server?

To prepare for the Bold Reports® migration, install the same build on the target server and copy the application data from the source server.

  1. Install the same version of the Bold Reports® build on your target machine before you start the migration.

  2. After installation, do not launch or start the application.

  3. Stop the BoldReports_EnterpriseReporting application in IIS manager. You must change configuration files to migrate data from Server-1 to Server-2.

  4. Copy the app_data folder under Deployed location:\BoldService from Server-1 and paste it in the same location on Server-2. Bold Reports® stores application data in the app_data folder, which makes it a stateful application. app-data

Follow these steps to change the configurations on the target server.

Backup Database

Each Bold Reports® site maintains an individual metadata database. To ensure data protection for each site, you need to back up all these metadata databases used across your Bold Reports® applications. Follow the steps below to perform the backup:

  1. Open pgAdmin and connect to the server on Server-1.

  2. Expand Databases and select the required database.

  3. Right-click the database and select Backup. backup

  4. In the Back Up Database window, select the browse option for the file name. filename

  5. Select the folder and enter a file name that matches the database name, with a .sql extension. Click create. create-filename

  6. Click backup to finish the backup process.

Restore Database

To restore the Bold Reports® metadata on the target server, copy all backup files with the .sql extension from Server-1 to Server-2. Then, follow these steps:

  1. Open pgAdmin and connect to your database on Server-2.

  2. Right-click Databases and select Restore Database. restore

  3. In the Restore Database window, select the browse option for the file name. select

  4. Select the backup file that you want to restore and click select. filename

  5. Click restore to restore the files.

Update database connection string in Bold Reports®

To point Bold Reports® at the restored database, update the database connection string in the config.xml file under C:\BoldServices\app_data\configuration.

  1. Download the utility that changes the database connection string from the admin utility download.

  2. Extract the zip file.

  3. Create a new folder app_data\configuration in the utility folder, as shown in the following screenshot.

  4. Copy the config.xml and privatekeys.dat files from

C:\BoldServices\app_data\configuration and paste them under adminutils-1865244183\app_data\configuration. configuration

  1. Navigate to the utility directory in a command prompt and run the following command:

    Syncfusion.Server.Commands.Utility.exe dbconfig -servername “localhost” -databasename “BoldReportsMasterDatabase” -u “Admin” -p “Admin@12345” -iswindowsauthentication false -sslenabled false -port “25060”

    Command details

    Servername: Server hostname/IP

    Database name: database name (IDP)

    u: server username

    p: server password

    iswindowsauthentication: Is windows authentication required (this is optional)

    sslenabled: Is encrypted connection required (this is optional)

  2. After the command runs successfully, copy the config.xml and privatekeys.dat files from adminutils-1865244183\app_data\configuration in the utility folder. Replace them in Deployed location:\BoldServices\app_data\configuration on Server-2.

  3. Check and update the IP address or localhost port in the config.xml file and product.json under BoldServices\app_data\configuration on Server-2. If you use DNS, leave the values as they are, because they are already available when you copy the files from Server-1 to Server-2. config

  4. Bind the DNS in IIS on Server-2 that you used on Server-1. If you did not use a DNS, skip this step.

  5. Start the BoldReports_EnterpriseReporting application in IIS manager.

  6. Go to the site listing page of the UMS application.

  7. Go to settings and change the site URL to your domain name, as shown in the following screenshot. update-url

  8. Your report sites now launch with your existing data.

Frequently asked questions

Which Bold Reports® version do I install on the target server?

Install the same version of the Bold Reports® build on the target machine as on the source server. Do not launch or start the application after installation.

Do I need to bind a DNS on the new server?

Bind the DNS in IIS on Server-2 only if you used one on Server-1. Otherwise, skip that step.

See also