Before You Begin

HelpSystems Insite must be installed on both systems and at the same version in order to move it. 

Insite ships a backup script and a restore script that helps with this process.

Note: If you are running Insite 3.0 or above and need to move it, please contact Technical Support. 

Licensing

The restore database command overwrites the existing license codes and the license information must be re-entered after the restore completes. Keys that had been saved to Insite's Development Manager and Automate will be invalid on the new system, including ELA keys. Before you begin, contact HelpSystems to acquire new license keys (temporary, permanent, or ELA) for the target system. 

Moving Insite

Use the following steps to move your Insite server from a source system to your target system.

Note: Insite can be active during this backup so it can be scheduled during business hours and run as often as required by your disaster recovery plan. For more information on using the backup database commands, see Backing Up and Restoring the HelpSystems Insite Database.

  1. Run the backup database command:

    • Windows: backupdatabase.bat
    • UNIX/Linux: ./backupdatabase.sh

      Note: On Linux, backup and restore commands are located in the following directories:
      Root Install: /opt/helpsystems/insite/server/{backup|restore}database.sh
      User Install: {USER_HOME}/helpsystems/insite/server/{backup|restore}database.sh

    The backup file is created in the same directory that the command was run. It will be in the format helpsystemsInsite_YYYYMMDDHHMM.backup.

    After the backup you are welcome to rename this file if, for example, you want to rename it to the version of Insite that was backed up for easier reference. The restore will require this file name.

  2. End the Tomcat server on the target machine, if it is running:
    • Windows: 

      End the HelpSystems Insite Server service and the HelpSystems Insite Analytics srvice

    • Linux: 
      ./stopserver.sh (this stops both the Tomcat and Database servers)
      ./startdb.sh (starts the database server only)

  3. Restore your backup file to the target system using the correct restore database command.

    • Windows: restoredatabase.bat backupfilename
    • UNIX/Linux: ./restoredatabase.sh -f backupfilename


    For additional information on the restore database command, see Backing Up and Restoring the HelpSystems Insite Database.

  4. When the restore has completed on the backup system, the license key for that system must be entered before the server is brought up. Choose Deployment Manager and enter the license keys for your products (Automate users, use the Automate Home menu). The previous code will be overwritten by the database restore.


Still have questions? We can help. Submit a case to Technical Support.

Last Modified On: August 13, 2020