The Upgrade Tool is a Windows application deployed with Helm 4 that allows the migration of information from one control panel to Helm 4. In the current version, a Helm 3 installation can be upgraded to Helm 4.
This tool will not make changes to your current services enabling it to be run along side an active control panel without affecting customer services. Please note that this tool is not designed to move hosted services from one place to another, but to allow you to upgrade from your current control panel solution to the Helm 4 control system.
The tool supports a number of different information sources:
Note: Before performing migration on live servers you might want to test it first. Cloned Helm 3 server is an ideal testing ground - it has all the data from the real server, but doesn't impact users. This guide contains all steps needed to clone and migrate Helm 3 server. See Testing Migration section.
You need to install Helm 4 on Helm 3 control server and also on each Helm 3 remote server. There are two ways to install Helm 4:
Remote servers need to be configured after installation:
Upgrade is performed from the control server. Remote servers are upgraded automatically.
net stop Helm4RefreshService
net start Helm4RefreshService
No problem. You can attempt any upgrade as many times as you like. Just drop your Helm 4 database and recreate it using the Helm Configuration Tool and just run through the steps above again.
UpgradeTool fails with "Can not create service ..." error.
Workaround: Stop Helm 4 Refresh Service for the time of migration.
Packages can not be imported twice.
Default scripting extensions are not migrated from Helm 3 for ASP, Perl, Python and PHP. Helm 4 default values differ from the ones of Helm 3.
Workaround: Use Helm 4 control panel interface to configure scripting extensions after migration.
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Before performing migration on live servers you might want to test it first. Cloned Helm3 server is an ideal testing ground - it has all the data from the real server, but doesn't impact users. This guide contains steps needed to clone and migrate Helm3 server.
It is advised that the new server will have the same configuration as the existing one.
For each service used on server you will need to install corresponding program on new server and copy (or import) all the data (files, databases, etc.). The whole copy process is specific to the service. Here are some examples:
Before installing Helm3 be sure to delete "Helm Control Panel" site from the IIS, because it was copied when you performed IIS migration. Install Helm3 as usual. After the installation you will need to restore copy of source server's Helm3 DB. After that step you will able to login to Helm3 and will observe all your customers and domains. However, you should first change name and address of server (Home > System Settings > Servers) to the new server's ones.
Follow the instructions from How to Use the Upgrade Tool section.
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