Migrating Your Fortis Records Management Applications

  

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How to migrate your Fortis software to a new machine!

We've been selling and supporting Fortis records management applications and document management software for about 4 years. Our earliest customers are migrating to new hardware like crazy now and we are getting a lot of requests for help in migration.     

If you are planning on a move to Windows 7 64 bit and/or Windows Server 2008 any time soon, you'll need this article.

I'll try to keep it simple.  

1. Perform a new Fortis installation on the new server using the instructions provided in the Fortis Installation Guide.
2. Apply any applicable service packs to Fortis.
3. Perform a workstation setup on one machine to facilitate the rest of the migration.
4. Before transferring any files whatsoever, make a complete backup copy of both the Fortis and FortisDT directories.
5. Transfer users from the previous installation.  (Note: Immediately after an installation, the default password for the SYSADM user is “westtech#1”.)
6. Log into the System Administration Station and change the SYSADM password to match that which you have in your old installation.
7. Exit Fortis and copy the following files and directories from the SYSDATA directory of the old server to the same directory on the new server: users.dat, inbaskets.dat, ldap.ini, the OBJECT directory
8. Correct the location of the In Baskets, if they are to be moved. It is recommended that all In Baskets be cleared of any files as this will make the process simpler.
9. Log into the System Administration station and open the In Baskets window.
10. Click on the “Def. Path” grey button or choose “Default In Basket Path” from the menu. Adjust this path to reflect the new default location for In Baskets. Note: When adjusting the Default In Basket Path, any In Basket that was previously set to use the default location will automatically switch to the location it had been using before the Default Path was changed. “Use default location” will become deselected.
11. Open each individual In Basket and check “Use default location” to any In Basket that had previously been using the default location on the old server. This will create a new folder in the new default location on the new server.
12. Copy any files that were present in In Baskets on the old server to the corresponding In Basket folder on the new server.