Existing ClickHome Clients undergoing changes to their Infrastructure may require their ClickHome system to be migrated to New Servers. This process relies on both the Client's IT Resource and a ClickHome Consultant/Support Staff working together to achieve this goal without any unnecessary downtime for the Client.
Please note that all time involved on ClickHome's side is Chargeable at our Standard Consulting Rates.
Preliminary Steps - the following steps are Preliminary before the actual Live Server Migration, but allow the Client to ensure that all is working before migrating their Live Environment to the New Servers/Infrastructure.
| Step | Action | Action Description | Suggested Responsibility | Quoted Time |
| 1 | Hardware & Infrastructure Requirements | Server Meets Requirements of the Software being Installed.
| Client's IT Resource | |
| 2 | Review Installation Prerequisites | ClickHome to check all requirements have been completed by IT prior to performing the installation. | ClickHome Support | |
| 3 | Software Installation | Perform Installation of ClickHome Applications (ClickHome3Prod and ClickHome3Test) onto New Web Server. | ClickHome Support | |
| 4 | Migrate Databases | Backup the existing Databases (ClickHome3Prod and ClickHome3Test) and Restore over the Blank databases created during Step 3 on the New SQL Server. | ClickHome Support | |
| 5 | Migrate Reports | Move all Report files across to the new server. | ClickHome Support | |
| 6 | General System Configuration | Setup and Check the following on New Servers;
| ClickHome Consultant | |
| 7 | Integration | Ensure that all Integration works on new servers. This will be different for each client and the time taken will vary depending on the complexity and number of integrations. If URL/Endpoints will be changing then any API Integration needs to be updated: Zapier, MyHome etc. If ClickHome H5 Installed then communicate new EndPoints to ClickHome SupportTeam. | ClickHome Consultant | |
| 8 | DNS / External Access | Ensure that ClickHome applications will be externally accessible (important requirement for the Construction Team for the iPads to connect to the web service) | Client's IT Resource | |
| 9 | Documents | Copy all ClickHome Documents to the new server in the correct location. | Client's IT Resource | |
| 10 | Crystal Reports | Installation of Crystal Reports is completed on new server and Registration Key added. | Client's IT Resource | |
| 11 | Testing | Functional Testing of System | Client |
Go-Live Steps: Once all steps above completed, schedule-in the date for migration:
| Step | Action | Action Description | Suggested Responsibility | Quoted Time |
| 1 | Turn OFF System on Old Server | Disable all Services Turn OFF all Applications Turn OFF all Integrations | ClickHome Support | |
| 2a | Migrate Databases | Backup ClickHome3Prod database | ClickHome Support | |
| 2b | Migrate Databases | Move ClickHome3Prod back up file to the new server | Client's IT resource | |
| 3 | Review General System Configurations | Check the following;
| ClickHome Consultant | |
| 4 | DNS / External Access Live | Update external address links to new server/ClickHome installation to ensure all staff connect to New Servers. | Client's IT Resource | |
| 5 | Integration | Turn ON Integration for New Environments/Servers. If URL/Endpoints will be changing then any API Integration needs to be updated: Zapier, MyHome etc. If ClickHome H5 Installed then communicate new EndPoints to ClickHome SupportTeam. | ClickHome Consultant | |
| 6 | Supervisor iPad Rebuilds | iPads used by the Supervisors to all be Rebuilt to ensure data continuity linking to New Servers. | Client | |
| 7 | Final Review of Migration | Test all connections and communicate to client a successful migration. | Client's IT Resource / ClickHome Consultant | |
| 8 | 1 Month Later | Retire all old applications. Retire all old databases. Retire old servers. | Client's IT Resource |