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How to Migrate Your Server without Disrupting Your Ryvit Connectors

This comprehensive guide is designed to help Ryvit customers during server migrations. If you need additional server migration assistance beyond what is outlined in this guide, please contact support@ryvit.com for assistance.

In case you were wondering how much it costs for Ryvit's help with server migrations...

There is no cost to complete a self-service server migration (meaning, if you follow the steps outlined in this guide during normal business hours, Ryvit is happy to help at no additional cost).

All of the information you need for a successful migration is documented below.

Should you require additional support (beyond what is documented below or help with standard procedures outside of normal business hours), Ryvit will assign a resource to assist during the migration for a one-time fee of $1,000.

This fee includes: 

  • 4 hours of support from a senior technical resource 
  • Support via phone, email, and live support during evenings/weekends (as needed)

Ryvit’s standard business hours are 8:00 am - 5:00 pm CST. If after-hours / weekend support is required for this migration, a one-time fee of $1,000 will be required. 

To request escalated support, please contact us.

Types of Server Migrations

The term "server migration" can apply to a wide array of infrastructure changes. Select the section below that best describes the type of migration you are performing. If none of these options are suitable, please contact us for assistance. 

Moving the RyvitAgent to a different server  

Before proceeding, please make sure that:

  • You are only moving the RyvitAgent to a different server.
  • The server where you have installed the database and ERP application is not changing.
  • You are simply changing the server where the RyvitAgent is installed.

Recommended steps for migrating the RyvitAgent: 

  1. First, uninstall the RyvitAgent from the old server. The RyvitAgent can only be installed in one location.
  2. Contact us and ask us to provide your RyvitAgent Activation Code.
  3. Once you have the activation code, click here to download the RyvitAgent and install it on the new server. The wizard will walk you through the installation steps, but if you have any questions about the RyvitAgent (installation help, security features, etc.) please refer to our Knowledge Base. Use the Activation Code during installation.

No additional steps are required.

Performing an application upgrade or update; no server name changes

Before proceeding, please make sure that: 

  • You are doing an in-place upgrade.
  • The server name will NOT change.  
  • Only the software version will be updated. An example is upgrading from Vista 2020 R1.13 to Vista 2021 R2.

Recommended steps for in-place updates: 

  1. Please contact us before you begin so that we can properly turn off your syncs.
  2. Perform your in-place upgrade.
  3. Reach back out to Ryvit to let us know you are done. We will test connectivity and reactivate your syncs.

Performing a migration that results in a server name change 

Before proceeding, please make sure that:

  • You are moving from on-prem to cloud or data center; or 
  • You are moving from old on-prem machine to a newer on-prem machine; or 
  • You are changing data centers.
  • The server name WILL change. 

Recommended migration plan:

  1. Please contact us before you begin so that we can properly turn off your syncs.
  2. Perform your migration.
  3. Reach back out to Ryvit to provide the new server name and confirm that the server migration is complete. We will update the connection configuration, test connectivity, and reactivate the syncs.

It is very important that you provide us with the new server name and let us know if any passwords have changed.

Moving Vista from on-prem to Viewpoint Cloud 

Before proceeding, please make sure that you are currently hosting Viewpoint Vista, and are migrating to Viewpoint Cloud.

As a Vista Cloud customer, the Ryvit-Agent will need to be installed on a server that you host and connected to Viewpoint's cloud via the TLS Database Endpoint (TLS VPN) or the IPSEC VPN. In some instances, Viewpoint can host the Ryvit-Agent in your cloud environment, however, to do so requires the purchase of an additional add-on “Standard Server” as well as the management fee to maintain the third-party server (payable to Viewpoint).

Viewpoint Cloud Migration Plan 
Recommended migration plan: 

  1. Contact us before you begin and request the following:
    1. Turn off all syncs. (This is critical, as we don’t want to export any data to the old location)
    2. The RyvitAgent Activation Code
  2. Once the old syncs are turned off, and you have a new activation code, you can uninstall the RyvitAgent from your current on-prem server. You must do this before installing it on the new application server. It cannot be installed in more than one place.
  3. Viewpoint Support will do all the work to transfer your data and get your new Viewpoint Cloud systems up and running.
  4. Once the new servers are available in the Viewpoint Cloud, follow these steps and use the Activation Code provided in Step 1 to install the RyvitAgent on the Viewpoint application server:
  5. After the RyvitAgent has been installed you need to set up SQL user.
    1. How to Setup a SQL User for the RyvitAgent
    2. How to Migrate to Viewpoint Cloud without Breaking Your Ryvit Integrations

If you currently save attachments to Vista, especially if you have a separate database for attachments like VPAttachments, this guide will help.

When steps 1-5 are complete, reach out to Ryvit so we can test connectivity, update the configuration, and activate the syncs. We will need to know the following:

  • Name of SQL user Viewpoint Support created in step 5.
    • Example: RyvitServiceUser
  • Password for the SQL user they created in step 5.
  • Server name where the Viewpoint database is located.

Moving Spectrum from on-prem to Viewpoint Cloud

Before proceeding, please make sure that you are currently hosting Spectrum, and are migrating to Viewpoint Cloud.

Recommended migration plan: 

  1. Please contact us before you begin and ask us to turn off your syncs. This is critical, as we don’t want to export any data to the old location.
  2. Uninstall the RyvitAgent from your current on-prem server.
  3. Submit a request to Spectrum to whitelist Ryvit’s IP address. The instructions for this can be found here: https://info.ryvit.com/en/knowledge/connecting-ryvit-to-your-spectrum-cloud-enviroment
  4. Once Spectrum has confirmed that your Cloud environment is up and running AND Ryvit’s IP addresses have been whitelisted, reach back out to Ryvit to inform us that your migration is complete. We will also need the following information:
    • Server URL: <<companyname-data>>.dexterchaney.com
    • Database: Forefront or Spectrum
    • Name of Ryvit SQL User
    • Password for the Ryvit SQL User. Let us know if the password is changing. “Enforce password policy” MUST be disabled on the user’s profile. 

                Please continue reading below if:

                • You intend to leverage an FTP site hosted by Spectrum (required for Concur receipt images)
                • Subscribe to an integration that will require the Data Exchange module (This is required when Ryvit is automatically inserting data INTO Spectrum on your behalf. This is not required if we are only providing you import files.) 

                Spectrum FTP 

                If the integration that you subscribe to (example: Concur) requires Ryvit to send files to an FTP site, moving to the Viewpoint Cloud environment will require Viewpoint to host this FTP site on your behalf going forward.  

                Steps that need to be taken: 

                1. Reach out to Viewpoint support and request that they set up a temporary directory on the Spectrum server for purposes of storing images prior to importing them into Spectrum
                2. Once Viewpoint has set up the FTP site, Ryvit will need the following information:
                  • FTP Server URL: clientftp.dexterchaney.com
                  • Login ID
                  • Password
                  • Port number (usually 21) 

                    Data Exchange Module 

                    If Ryvit is automatically inserting data into your Spectrum database, the Data Exchange Module will be required if it is not already set up.

                    • This does not apply to: Concur
                    • This does apply to: BambooHR, Agora, ServiceTrade  

                    Steps that need to be taken: 

                    1. Complete the Data Exchange URL and ID setup by following the instructions here.
                    2. Once complete, reach out to Ryvit and provide the following information:

                        We will test connectivity, update the configuration, and activate the syncs.

                        Upgrading your existing Sage 300 application server

                        Before proceeding, please make sure that you are migrating or updating your Sage 300 server and installing the latest Sage updates.

                        Recommended migration plan: 

                        1. Uninstall the RyvitAgent from your current server. The RyvitAgent can only be installed in one location.
                        2. Contact us and ask us to provide your RyvitAgent Activation Code.
                        3. Install the RyvitAgent on your new server. To do so, just click here to download the RyvitAgent. The wizard will walk you through the installation steps, but if you have any questions about the RyvitAgent (installation help, security features, etc.) please refer to our Knowledge Base. Use the Activation Code during installation.
                        4. After the RyvitAgent has been installed, set up a User for the RyvitAgent in your Sage 300 CRE production application (instructions here). You may be able to skip this step if the Sage users are migrated already.
                        5. When all of these steps are complete, reach out to Ryvit so we can test connectivity and update the configuration. We will need to know the following:
                          • Name of user you created in step 4. Example: RyvitServiceUser
                          • Password for the user you created in step 4, if it has changed
                          • Path to the Sage 300 data folder.
                            • Example: \\SERVER2\Timberline Office\Data\COMPANYNAME\

                        Upgrading your existing Sage 100 application server

                        Before proceeding, please make sure that you are migrating or updating your Sage 100 Contractor server and installing the latest Sage updates.

                        Recommended migration plan: 

                        1. Uninstall the RyvitAgent from your current server. The RyvitAgent can only be installed in one location. 
                        2. Contact us and ask us to provide your RyvitAgent Activation Code.
                        3. Install the RyvitAgent on your new server. To do so, just click here to download the RyvitAgent. The wizard will walk you through the installation steps, but if you have any questions about the RyvitAgent (installation help, security features, etc.) please refer to our Knowledge Base. Use the Activation Code during installation.
                        4. After the RyvitAgent has been installed, set up a User for the RyvitAgent in Sage 100 Contractor. You may be able to skip this step if the Sage users are migrated already. (Instructions here)
                        5. When all of these steps are complete, reach out to Ryvit so we can test connectivity and update the configuration. We will need to know the following:
                          • Sage 100 Database Path
                            • Example: SERVER1\SAGE100CON
                          • Sage 100 Database Name (often your company name)
                          • SQL Username
                            • Example: API - User
                          • SQL User password