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.


StepActionAction DescriptionSuggested ResponsibilityQuoted Time
1Hardware & Infrastructure RequirementsServer Meets Requirements of the Software being Installed.Client's IT Resource
2Review Installation PrerequisitesClickHome to check all requirements have been completed by IT prior to performing the installation.ClickHome Support
3Software InstallationPerform Installation of ClickHome Applications (ClickHome3Prod and ClickHome3Test) onto New Web Server. ClickHome Support
4Migrate DatabasesBackup the existing Databases (ClickHome3Prod and ClickHome3Test) and Restore over the Blank databases created during Step 3 on the New SQL Server.ClickHome Support

5Migrate ReportsMove all Report files across to the new server.ClickHome Support

6General System ConfigurationSetup and Check the following on New Servers; 
  • Documents Paths and Permissions on folders (including Groveller if required [Satellite Server]) 
  • Messaging / SMTP Email Callups
  • 'Database Mail' Email Configuration
  • Reports Paths and Permissions on folders. Report Validation Entry Settings point to Report Web Service
ClickHome Consultant

7IntegrationEnsure 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

8DNS / External AccessEnsure 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

9DocumentsCopy all ClickHome Documents to the new server in the correct location.
Client's IT Resource

10Crystal ReportsInstallation of Crystal Reports is completed on new server and Registration Key added.
Client's IT Resource

11TestingFunctional Testing of System
Client


Go-Live Steps: Once all steps above completed, schedule-in the date for migration: 


StepActionAction DescriptionSuggested ResponsibilityQuoted Time
1Turn OFF System on Old ServerDisable all Services
Turn OFF all Applications
Turn OFF all Integrations
ClickHome Support

2aMigrate DatabasesBackup ClickHome3Prod database
ClickHome Support
2bMigrate DatabasesMove ClickHome3Prod back up file to the new serverClient's IT resource
3Review General System ConfigurationsCheck the following;
  • Documents Paths and Permissions on folders (including Groveller if required [Satellite Server]) 
  • Messaging / SMTP Email Callups
  • 'Database Mail' Email Configuration
  • Reports Paths and Permissions on folders. Report Validation Entry Settings point to correct Report Web Service
ClickHome Consultant

4DNS / External Access Live
Update external address links to new server/ClickHome installation to ensure all staff connect to New Servers.
Client's IT Resource

5IntegrationTurn 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

6Supervisor iPad RebuildsiPads used by the Supervisors to all be Rebuilt to ensure data continuity linking to New Servers.
Client
7Final Review of MigrationTest all connections and communicate to client a successful migration.
Client's IT Resource / ClickHome Consultant

81 Month LaterRetire all old applications. Retire all old databases. Retire old servers.
Client's IT Resource