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Home CMS Documentation Home CMS 10 Installation and Upgrades Ingeniux CMS 10.5–10.6 Installation and Upgrades Migrating from CMS 8.x to 10.5–10.6

Migrating Site Instances from Ingeniux CMS 8.x to CMS 10.5–10.6

System administrators can use the Ingeniux CMS 10 Site Wizard'sMigrate from v8 tab to migrate CMS 8.x site instances to new CMS 10.6 or CMS 10.5 sites.

Note
This task uses version numbers within CMS names for demonstration purposes only. For staging, administrators may choose to use version numbers within CMS names as well. For production, we recommend your CMS name not include version numbers because you may upgrade your CMS instance in the future.
To migrate site instances from CMS 8.x to CMS 10.5–10.6:
  1. Follow the step that corresponds with your CMS site instance installation version.
    • Version Notes: CMS 10.6
      Navigate to Ingeniux CMS 10.6 > Ingeniux CMS Site Instance Wizard within your server's file system.
    • Version Notes: CMS 10.5
      Navigate to Ingeniux CMS 10.5 > Ingeniux CMS Site Instance Wizard within your server's file system.
    The Ingeniux CMS Site Wizard dialog displays.
  2. Select the Migrate from v8 tab.

    Migrate from CMS 8.x to CMS 10.5–10.6

  3. Complete the following fields:
    FieldDescription
    New Ingeniux CMS Instance NameEnter the new CMS instance name.
    Ingeniux CMS 8.0 Site XML Directory

    Select Browse next to the CMS 8.0 Site XML Directory field, and navigate to the XML folder within the instance of CMS 8.x that you want to migrate to CMS 10.6 or CMS 10.5.

    The path populates the field provided.

    For example: C:\igxsites\cms80\demo8\xml

    DSS Preview Location (optional)

    Click Browse next to the DSS Preview Location: (Optional) field, and navigate to your DSS preview location.

    The path populates the field provided.

  4. Click Start.
    The Welcome screen of the Ingeniux CMS Site Instance Setup Wizard dialog displays.

    CMS 10.5–10.6 Migration Wizard Welcome Dialog

  5. Click Next.
    The Select Instance Web Application Type screen displays.

    CMS 10.5–10.6 Select Instance Web App Type

  6. Choose one of the following options:
    • Select Website to set up the instance as a new IIS website.
      1. Click Next.

        The IIS Site Configuration screen displays.

        CMS 10.5–10.6 IIS Web Site Configuration

      2. Complete the following fields:
        FieldDescription
        IP AddressEnter the appropriate IP address. The default is an empty value.
        Port NumberEnter the appropriate port number. The default is 80.
        Host NameEnter the host name. The default is the CMS instance name.
        Display Name

        Enter the friendly name that displays in IIS for the CMS instance. The default is the CMS instance name.

        Note
        We recommend maintaining the CMS instance name. If you have multiple CMS instances, maintaining the name helps you to clarify which application pool associates with each CMS instance.
    • Select Virtual Directory to set up the instance as a virtual directory.
      1. Click Next.

        The IIS Virtual Directory Configuration screen displays.

        CMS 10.5–10.6 IIS Virtual Directory Configuration

      2. Complete the following fields:
        FieldDescription
        Site Instance drop-down listChoose the site instance under which to run the virtual site. The default is Default Web Site.
        Virtual Directory Name

        Enter the virtual directory name. The CMS instance name displays as the default.

        Note
        This field only accepts alphanumeric characters.
  7. Click Next.
    The Select RavenDB Location screen displays.

    CMS 10.5–10.6 Select RavenDB Location

  8. See RavenDB Certificates to configure RavenDB 4.x and its security certificates. Return to this page for steps to complete the wizard.
  9. Click Next.
    The Select User Provider Type screen displays.

    CMS 10.5–10.6 Select User Provider Type

  10. Choose one of the following options:
    Important
    This step configures the administrator account credentials that the CMS instance initially requires to log in.
    • Select Ingeniux User Provider to use LDAP.
      1. Click Next.

        The Administrative User Configuration screen displays.

        CMS 10.5–10.6 Administrative User Configuration

      2. Complete the following fields:
        FieldDescription
        Administrator User ID

        Enter a user ID name. The system creates a user with system administrator permissions.

        When you initially log in to the CMS instance, enter this ID in the User Name field.

        Password

        Enter the password to associate with the administrator user ID.

        When you initially log in to the CMS instance, enter this password.

        Confirm PasswordRenter the password to validate the new credentials.
    • Select Domain Controller to use Active Directory.
      1. Click Next.

        The Administrative User Configuration screen displays.

        CMS 10.5–10.6 Domain Controller Administrative User Configuration

      2. Complete the following fields:
        FieldDescription
        Domain NameEnter the domain controller name.
        Administrator User ID

        Enter a user ID name. The system creates a user with system administrator permissions.

        When initially logging in to the CMS instance, enter this ID in the User Name field.

        SMTP DomainEnter the SMTP domain where users receive workflow notifications from the CMS instance.
  11. Click Next.
    The Custom Setup screen displays.

    CMS 10.5–10.6 Custom Setup

  12. Optional: If you prefer settings other than the defaults, configure which CMS instance features the system installs and where. This serves as the final step in setting up the CMS site instance. To custom configure the setup:
    Caution
    Standard CMS implementations require all features. For most sites, the default settings are adequate.
    1. Select the appropriate server icon in the tree area to open the context menu.

      You can install the feature on a local hard drive, run the feature from a network, or install the feature when required. You can make unnecessary entire features unavailable for install.

      Additional Information
      The Ingeniux CMS Site Instance tree includes:
      NodeDescription
      CMS SiteSite to install.
      Preview SiteRendering of the DSS that users can see to preview their work.
      Extensions Development PackageSolution and project for developing hooks, apps, and plugins.
    2. Click Browse in the Location field to change the filepath where the CMS feature will install.
    3. Select Reset to return feature options to their initial default values.
  13. Optional: Select Disk Usage to display the Disc Space Requirements dialog. View how much disc space your volumes have and how much disc space the exported CMS requires.
    Caution
    Volumes without adequate disc space to install features are highlighted.
  14. Click Next to begin the CMS instance installation.
  15. Click Finish to exit the dialog after the installation completes.
  16. Review the migration report and log files for any errors that may have been reported during the process.