Plan to test the new server before allowing your client to go Live on the new server as per Step 6. below.
1. Create an Archive with reports, media and accounts of all companies on the current Server that is using Spire 3.6 or higher
-Ensure that Include Accounts, Include Media and Include Reports are all selected with the icons in colour under Select Options on the right side.
2. Download the Archive(s) file to your Downloads folder or some other folder that your Internet Browser will have access to, by clicking on the underlined Filename of the Archive file in Spire Server Admin > Snapshots.
3. Install Spire Server on the new server using the installation steps in the Spire online manual
http://help.spiresystems.com/manual/3.11/en/topic/installing-spire-on-server
4. Import the Archive(s) stored in Step 2 on the new server by clicking Import and then Upload Archive File in Spire Server Admin > Archive
5. Confirm that everything is on the new server;
- check the data, (customer, list, inventory list, gl account list
- check the users, do they exist and are they active
- check that the custom reports exist in Spire Server Admin
- check a few Inventory attachments and see if Email history exists to make sure that the media folder came over
6. Test the new server insuring that all modules are available and all lists in Spire Desktop appear to be populated.
7. Test the most commonly used Spire stock reports and all customer reports to insure that that they all work as expected.
8. Ask someone at the client's office to also test Spire behavior before making the decision to Go Live on the new server.
9. After switching all clients to use the new Server, then log onto the old server;
- go to Services
- right click on the Spire API Service
- click on Properties
- Set the Service to be Manual in the dropdown
- Stop the Service.
10. Wait a week or more to confirm that there are no issues, then uninstall Spire Server from the old server.