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Migrating Qlik Sense April 2018 to a new server

Digital Support
Digital Support

Migrating Qlik Sense April 2018 to a new server

Information on server migration has also be posted to Qlik Community: Qlik Sense Migration Part1: Migrating your Entire Qlik Sense Environment. If assistance is needed, Qlik Consulting would need to be engaged. Qlik Support cannot provide walk-through assistance with server migrations outside of a post installation and migration completion break/fix scenario.

 



On the original server

  • In QMC, go to Certificates section and export new certificates using the FQDN of the new server.
    • Be sure to include the Private key
    • We need the certificates to be in the Windows format
  • Record the UNC root path specified in the Service Cluster section in the QMC
  • Stop all services except for the Qlik Sense Repository Database
  • Create a new folder for the backup, e.g. C:\backup
  • Open MMC and Export the Trusted Root Certificate used by Qlik Sense from the Local Computer / Computer Account snap-in. And place it into the backup folder
    • Be sure to include the Private key
  • Take a backup of the database (relevant help link)
    • Sample command: "C:\Program Files\Qlik\Sense\Repository\PostgreSQL\9.6\bin\pg_dump.exe" -h localhost -p 4432 -U postgres -b -F t -f "c:\backup\QSR_backup.tar" QSR
  • Copy all subfolders in the UNC root specified in the Service Cluster Section in the QMC to the backup folder
  • Copy the Server certificate from the Exported Certificates folder to the backup folder (default: C:\ProgramData\Qlik\Sense\Repository\Exported Certificates)
  • Optional:
    • Zip the Backup folder for ease of transfer

On the new server

  • Install all Windows Updates
  • Update to the latest .NET Framework version
  • Verify that the C++ Redistributable is installed and patched
  • Visit help.qlik.com, click on your Sense software version, and verify that all pre-req's are met
  • Once all is complete, now you can install Qlik Sense on the new server (it has to be of the exact same version)
    • Note: Record the hostname used to install Qlik Sense April 2018 on the new server since it will be needed later
  • During the installation process uncheck the check box to start services after installation. We will want to do extra configuration before Qlik Sense initializes
  • Transfer the backup from the old server to local disk on the new server
  • While the installer is working:
    • Import the Trusted Root and Server certificate into the Local Computer / Computer Account snap-in section in their appropriate areas:
      • Server > Personal
      • Trusted Root > Trusted Root Certification Authorities
        • Note:? Ensure that you mark the certificates as exportable
        • Note: If there are certificates which have already been generated (e.g. issued to newserver.company.com issued by newserver.company.com), then delete those
  • Once the installation has finished, start the Qlik Sense Repository Database
  • Restore the backed up copy of the database
    • Sample command: "C:\Program Files\Qlik\Sense\Repository\PostgreSQL\9.6\bin\pg_restore.exe" -h localhost -p 4432 -U postgres -d QSR "c:\backup\QSR_backup.tar"
  • If using a different share path for the Qlik Sense content
    • Copy all subfolders from the UNC root specified in the Service Cluster Section in the QMC on the old server into a newly configured UNC path for the new server
    • Open QlikSenseUtil
      • Default path C:\Program Files\Qlik\Sense\Repository\Util\QlikSenseUtil\QlikSenseUtil.exe
    • Click Connect to database
    • Enter superuser credentials
    • Click OK
    • Go to the Service cluster section
    • Click OK to get the current values
    • Make the appropriate edits
    • Click Save
    • To validate that the changes have been recorded:
      • Click Clear
      • Click OK
  • Due to QLIK-87603 / Restoration steps for Qlik Sense to a new host failing in Qlik Sense April 2018 Technical Preview, we will need to do a slightly different approach for restoring the hostname in Qlik Sense April 2018:
    • Open Notepad
      • Paste this sample command into it:
        • UPDATE "LocalConfigs" SET "HostName" = 'QlikServer2.domain.local' WHERE LOWER("HostName") = (SELECT LOWER("HostName") FROM "ServerNodeConfigurations" WHERE "IsCentral"='true');
          • Note: Adjust QlikServer2.domain.local to the new installation name for Qlik Sense
      • Save the file as migrate1.sql onto the Desktop
    • Open a new Notepad window:
      • Paste this sample command into it:
        • UPDATE "ServerNodeConfigurations" SET "HostName" = 'QlikServer2.domain.local' WHERE LOWER("HostName") = (SELECT LOWER("HostName") FROM "ServerNodeConfigurations" WHERE "IsCentral"='true');
          • Note: Adjust QlikServer2.domain.local to the new installation name for Qlik Sense
      • Save the file as migrate2.sql onto the Desktop
    • Move these files into the Repository\PostgreSQL\9.6\bin\ directory in the installation path
      • Default path C:\"Program Files"\Qlik\Sense\Repository\PostgreSQL\9.6\bin
    • Open a command prompt and change directory into this path
      • ?Sample: cd C:\"Program Files"\Qlik\Sense\Repository\PostgreSQL\9.6\bin
    • ?Execute psql.exe with the migrate SQL files.
      • Sample commands:
        • psql.exe -h localhost -p 4432 -U postgres -d QSR -e -f migrate1.sql
        • psql.exe -h localhost -p 4432 -U postgres -d QSR -e -f migrate2.sql
      • Expected Response:
        • UPDATE 1
  • ??Start all Qlik Sense services
  • Access the QMC and/or Hub to confirm that all previous working functionality is present