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Migrating Elvis 4 to Elvis 5

 

Migrating Elvis 4 to Elvis 5

This article describes the steps for migrating an Elvis Server 4 environment to an Elvis Server 5 environment. This is done by installing Elvis Server 5 and migrating the Elvis 4 content and configuration settings to Elvis 5.

Before you start

Take note of the following:

  • The lowest version of Elvis 4 that can be migrated from is Elvis 4.1. If you are running Elvis 4.0 or lower, please upgrade to 4.1 first and then complete the migration.
  • The installation of a new Elvis 5 server is also considered to be part of the migration process. The lowest version of Elvis 5 which can be migrated to is Elvis 5.1.1.
  • Migrating a multi-volume storage to Elvis 5 requires the Migration tool version 1.1.24 (available since Elvis 5.24) or higher.
  • It is not possible to migrate without a certain amount of downtime. Beware that no write actions should performed on the Elvis 4 system once the migration has started. Make the Elvis 4 system read-only or completely disable access.
  • Creating a dump file can potentially take a long time (sometimes more than a day), mainly depending on the number of assets and statistics. Please allow sufficient time in your upgrade schedule for creating this file.
  • It is not possible to do incremental migrations. In case of copying large amounts of files, we do however recommend to use rsync to prepare the copy step in advance.

Migration steps

Note: It is assumed (and recommended) that you are upgrading to the most recent version of Elvis 5 available.

Migrating Elvis 4 to Elvis 5 is split into the following scenarios:

Note: Some steps are explained in separate articles; when completing these steps, return to this article that you are reading now.

Rollback

  • If the migration failed or got interrupted for some reason, perform a rollback by removing your Elvis 5 installation and (in case a single server was used) installing Elvis 4 followed by applying your backup.
  • If the migration failed after a data import, the Elvis 4 files may have moved. In this case, use the Rollback feature of the Migration tool to move your files back to your Elvis 4 installation.

Document history

  • 3 May 2017: Updated the minimum version of the Migration Tool for migrating an Elvis 4 Server with multi-volume storage.
  • 7 February 2017: Replaced instructions for the Collections Upgrade tool with those for the Relations Upgrade Tool.
  • 17 January 2017: Updated screenshots of the Elvis Server admin page.
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