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Upgrading to a different machine

The simplest way to upgrade to a different machine is to first upgrade on the current machine and then to migrate to the new target machine. If you are upgrading a multi-server site to a new machine, repeat these steps for each server.

Install QlikView Server on the target machine

  1. Download the latest version of QlikView Server from the Qlik Download Site.

  2. Launch the QlikView Server install wizard, and follow the on screen instructions. For a step-by-step description of the installation procedure, see: Installing QlikView Server.
  3. During the installation, select a service authentication method. Choose either Use digital certificates or Use QlikView Administrators Group. Make sure to select Use digital certificates if the installation on your current machine uses certificates as the authentication method.
  4. Restart your machine once the installation process has finished to ensure that all services start up correctly.
  5. Open the QlikView Management Console and apply your license information for QlikView Server, and QlikView Publisher.
  6. Note: As a QlikView Server license is applicable to only one installation at a time, shut down the installation on the current machine before applying your license information to the new installation on you target machine.

Migrate and restore your QlikView Server backup

Once you have installed the latest version of QlikView Server on both your current and target machines, you can proceed to migrate the content of your installation from the current machine and restore it on the target machine. The procedure varies depending on whether your installation uses QlikView Administrators Group or digital certificates as the authentication method.

Before starting the migration procedure, make sure to create a backup of your current QlikView Server installation. Without an appropriate backup, you won't be able to restore your QlikView Server installation on the target machine. See Backup and upgrade preparation.

Note: If your installation uses digital certificates for authentication, it is vital that you create a backup of the certificates on your current machine. See: Backing up and restoring certificates.

Migrating an installation that uses QlikView Administrators Group

  1. Once you have installed the latest version of QlikView Server on both the current and target machine, create an appropriate backup of the current machine. See Backup and upgrade preparation.
  2. Stop all QlikView services on both current machine and target machine.
  3. On the target machine, remove or rename the %ProgramData%\QlikTech\ManagementService\QVPR folder, as this will be replaced with your backed up version. 
  4. Copy the QVPR folder from your current machine to your target machine (make a note of the folder name).
  5. Edit all .xml files in the following folders, replacing all references to the current machine name with the target machine name.

    • %ProgramData%\QlikTech\ManagementService
    • %ProgramData%\QlikTech\ManagementService\QVPR
  6. Restart the QlikView services. Start the QlikView Management Service first, then wait a minute, and start the other services in any order.
  7. Restore the SourceDocuments folder and Mounted Folders.
    • If you are storing your source documents in the default %ProgramData%\QlikTech\SourceDocuments folder, then move all your source documents to the same location on the target machine.
    • If you are storing your source documents in a different folder location, then add the source documents folder path in the QlikView Management Console. To do this see the Add section in Source Folders.
    • If you are distributing tasks to mounted folders, reinsert the path to the mounted folders. To do this see the Mounter Folders section in Folders.
  8. Shut down your old server machine.

Migrating an installation that uses digital certificates

When you migrate a QlikView Server installation that uses certificates, some settings are encrypted. These settings cannot be decrypted if QlikView cannot access the certificates originally used for the encryption. Restoring the certificates from your current machine to the target machine for the migration allows you to decrypt the migrated settings. Once decrypted, these settings are encrypted again using the encryption key stored in the certificates from the target machine.

  1. Once you have installed the latest version of QlikView Server on both the current and target machine, create an appropriate backup of the current machine, including certificates. See Backup and upgrade preparation.
  2. Stop all QlikView services on both current machine and target machine.
  3. Copy the certificates backup from your current machine to your target machine and save it in a preferred location.
  4. Restore the certificates from the current machine to the target machine using the MMC (Microsoft Management Console). For a step-by-step description of this procedure, see: Restoring certificates. Once the old certificates are restored, you should see two sets of certificates in the MMC, with two different expiration dates.
  5. On the target machine, remove or rename the %ProgramData%\QlikTech\ManagementService\QVPR folder, as this will be replaced with your backed up version. 
  6. Copy the QVPR folder from your current machine to your target machine (make a note of the folder name).
  7. Edit all .xml files in the following folders, replacing all references to the current machine name with the target machine name.

    • %ProgramData%\QlikTech\ManagementService
    • %ProgramData%\QlikTech\ManagementService\QVPR
  8. Restart the QlikView services. Start the QlikView Management Service first, then wait a minute, and start the other services in any order.
  9. Restore the SourceDocuments folder and Mounted Folders.
    • If you are storing your source documents in the default %ProgramData%\QlikTech\SourceDocuments folder, then move all your source documents to the same location on the target machine.
    • If you are storing your source documents in a different folder location, then add the source documents folder path in the QlikView Management Console. To do this see the Add section in Source Folders.
    • If you are distributing tasks to mounted folders, reinsert the path to the mounted folders. To do this see the Mounter Folders section in Folders.

    If the decryption of the migrated files was successful, your tasks, bookmarks and all other custom settings should now be in place and visible in the QlikView Management Console.

  10. Shut down your old server machine.

Upgrading and migrating a multi-server deployment

When upgrading and migrating a multi-server installation, perform the above procedures for each machine in your multi-server deployment.

Here you find a summary of the necessary steps:

  1. Perform the upgrade procedure on each machine of the multi-server setup.
  2. Perform a backup of each current machine in your multi-server installation.
  3. If your installation uses digital certificates for authentication, create a backup of the certificates on the machine running the QlikView Management Service (QMS).
  4. Install a running, licensed version of QlikView Server on each of the target machines.
  5. If your installation uses digital certificates for authentication, restore the certificates on the target machine where the QMS is installed.
  6. Migrate and restore the backup specific for each machine of the installation. For example, the QVPR folder must be migrated (and the machine name changed) only to the target machine running the QlikView Management Service.
  7. Restore the SourceDocuments folder.
  8. Shut down the old server machines.
  9. If Digital Certificate Authentication is used, install the new certificates on all machines running QlikView services except for the machine running the QlikView Management Service (QMS). For a detailed description of this procedure, see: Updating certificates