Backup and Migration of Moxie Knowledgebase

This article is written with the assumption that migration is the end result however the backup procedures outlined here can be used for any recurring backup process.

Introduction:
The process of migrating Moxie Knowledgebase installation from an existing server to a different server includes the following sections:
1. Taking a backup of the KB Data folder.
2. Taking a backup of the Knowledgebase.net folder
3. Taking a backup of the Knowledgebase databases
4. Installing Moxie Knowledgebase components on the new servers
5. Restoring the backup files on the new servers.

Taking a Backup of the KB Data Folder

The Knowledgebase Articles and resource are stored in the KB Data folder. Copy the Knowledgebase content data files present in the < Drive >: \kbdata path on the current Knowledgebase Client Portal server or Knowledgebase Customer Portal server to a local folder on the computer where you are installing Knowledgebase Client Portal or Knowledgebase Customer Portal.

You can confirm the path of the KB Data folder from the Registry on the Knowledgebase Client Portal server or Knowledgebase Customer Portal server. To locate the path of the KB Data folder on the Knowledgebase Client Portal server, carry out the following steps:
1. On the Computer where Knowledgebase Client Portal is installed, run Regedit from the command prompt. The Registry Editor is displayed.
2. Navigate to the HKEY_LOCAL_MACHINE\SOFTWARE\KnowledgeBase.net\system\ClientPortal key.
3. The path in the Data Files value is the location where the KB Data folder is present.

Taking a Backup of the Knowledgebase.net Folder

If there are any customizations made to the existing files in the Moxie Knowledgebase application, copy the Knowledgebase.net folder located in the < Drive > :\Program Files\ path on the computer where Moxie Knowledgebase is installed to a local folder on the computer where you are installing Moxie Knowledgebase.

Note: If Moxie Knowledgebase is installed in a distributed environment, copy the knowledgebase.net folders located in the :\Program Files\ path on the computers where Knowledgebase Client Portal and Knowledgebase Customer Portal are installed to local folders on the computers where you are installing Knowledgebase Client Portal and Knowledgebase Customer Portal respectively.

Taking a Backup of the Knowledgebase databases:
Take a backup of the following Moxie Knowledgebase databases from the SQL Server Management Studio:

• ecrmAdmin
• ecrmImport
• ecrmKB
• ecrmLogs
• ecrmUser
• ecrmReports

To take a backup of the Knowledgebase databases, carry out the following steps:

1. On the computer where SQL Server Management Studio is installed, open SQL Server Management Studio, and in the Object explorer, connect to the appropriate instance of the Microsoft SQL Server Database Engine.
2. Expand the SQL Server where the Knowledgebase databases are stored.
3. Expand the Databases folder to view the list of Knowledgebase Databases within the folder.          

                                        
The Knowledgebase Databases list

4. Right-click the ecrmAdmin database, point to Tasks, and then click Back Up.               
               

Taking a Backup of the Database

5. The Back Up Database dialog box is displayed.
     
The Backup Database Dialog Box

6. In the Database list box, verify the database name.
7. In the Backup type list box, select Full.
8. In the Name field within the Backup set section, specify a name for the backup set or accept the default name given in the field.
9. In the Backup set will expire option, specify when the backup set should expire.

Note: Specify the value as 0 for the backup set not to expire.

10. In the Destination section, click Add and browse to the folder where you want to back up the database.
11. You can specify the backup file name in the ecrmXXXX.bak format, where xxxx is the name of the database.
12. Click OK twice. The backup of the database is stored in the specified path.
13. Repeat steps 5 through 12 to take the backup of the other Knowledgebase databases.

Installing Moxie Knowledgebase on a new Sever
After you have taken the back up of KB Data folder, Knowledgebase.net folder and the Knowledgebase Databases, you must install the required version of Moxie Knowledgebase on a new server.

For information about installing Moxie Knowledgebase on a single server or in a distributed environment, see the Knowledgebase installation guide appropriate to the Knowledgebase version you are installing.

Note:
1. Ensure that the IP Address of the new server where Moxie Knowledgebase is installed is same as the previous server.
2. After you have completed with Moxie Knowledgebase Installation, configure the Client Portal and Customer Portal before you apply any Hot Fixes and patches.
3. Ensure that you have applied the Hot Fixes and patches applicable for your Knowledgebase installation.
Restoring the Backup Files on the new Moxie Knowledgebase Server
Before you restore the backup files, stop the Autonomy Services to ensure that no files are being indexed.
1. On the computer where you have installed Autonomy, click Start -> Programs -> Administrative Tools -> Services. The Services window is displayed.
2. Stop the following Autonomy Services:
• AutonomyDiSH
• AutonomyFileSystemFeatch
• AutonomyHTTPFetch
• AutonomyIDOLServer   
3. Ensure that all the child processes (Category, AgentStore, Community, Content, and View) are stopped. 

Note: To stop a service, right-click the service and select Stop from the shortcut menu displayed.        

Restoring the Knowledgebase.net Folder 
On the server where you have installed Moxie Knowledgebase, replace the knowledgebase. Net folder located in the :\Program Files\ path with the knowledgebase. Net backup files you have copied to a local folder on the server.

Note: If you have installed Moxie Knowledgebase in a distributed environment, replace the knowledgebase.net folders located in the < Drive >:\Program Files\ path on the Client Portal and Customer Portal computers with the respective knowledgebase.net folders copied from the previous servers.

Restoring the KB Data Files
To restore the KB Data files, on the computer where you have installed Moxie Knowledgebase, replace the files in the KB Data folder located in the < Drive >: \kbdata path with the KB Data folder you have copied from the previous server.

Note: If you have installed Moxie Knowledgebase in a distributed environment, locate the path of the KB Data folder through the registry on the Client Portal server or Customer Portal server, and replace it with the KB Data folder copied from the previous server.

Restoring Knowledgebase Databases
To restore Knowledgebase Databases on the server where Moxie Knowledgebase Database component is installed, carry out the following steps:
1. On the computer where SQL Server Management Studio is installed, open SQL Server Management Studio, and in the Object explorer, connect to the appropriate instance of the Microsoft SQL Server Database Engine.
2. Expand the SQL Server where the Knowledgebase databases are stored.
3. Expand the Databases folder to view the list of Knowledgebase Databases within the folder.
4. Right-click the ecrmAdmin database, point to Tasks, and then click Restore.  
   


Restore Database option

5. Click Database. The Restore Database page is displayed with the General tab selected by default.
 
           
The General page

6. In the Source for restore section, select From device and click the Browse button.
7. The Specify Backup dialog box is displayed.      


                   
Specify Backup dialog  

8. In the Backup media list box, select one of the listed device types.
9. Click Add, and browse to the location where the backup file is stored.
10. Click Ok twice.
11. In the Restore Database page, click the Options tab.
12. Select the Overwrite the existing database option.
13. In the Recovery state panel, select Leave the database ready to use by rolling back the uncommitted transactions. Additional transaction logs cannot be restored. (RESTORE WITH RECOVERY).
14. Click Ok.
15. Repeat steps 4 through 13 to restore the other databases.

Note: After restoring the backup files, restart the Autonomy Services.