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Migrate Crystal Reports Server 2008 to new server

Posted on 2012-08-16
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I currently have Crystal Reports Server 2008 running on a Windows Server 2003 server and I plan to reinstall it on a brand new Server 2008 R2 server and I would like to know the best way to migrate my current data (data sources, databases, reports, users, etc.) to the new installation.  It will be the exact same version I am currently running.

Any documents or information would be great to help in this procedure.
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Question by:ColumbiaMarketing
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Kurt Reinhardt earned 2000 total points
ID: 38302837
In general, the migration will be deceptively simple.  You'll install on the new server and use the import wizard to move users, groups, reports and instances from the old to the new server.  That being said, there are several things you need to take into consideration:

1)  Database drivers - ensure you install the compatible versions of all necessary drivers on the new machine.  Please note, even though Windows Server 2008 R2 is a 64-bit OS, you still need to install 32-bit database drivers, because they're required for Crystal Reports to work properly.  If you have vendor-specific drivers, or Oracle Drivers, then you need to get the correct drivers for the new OS. An Oracle driver that installs on Win 2003 might not work on Win 2008 R2

2)  Verify database compatibility with both Crystal Reports and Crystal Reports Server.  As an example, I had a client who wanted to upgrade from XI R2 to XI 3.1.  Their back-end database was Oracle 11GR2, which was compatible with Enterprise as a CMS database, but not with Crystal Reports 2008 SP3 as a reporting database, especially considering compatibility with the database client for Windows 2008 R2.  I had to ensure the environment was patched up to SP4 in order for all pieces to be compatible with each other.

3)  Recreate all ODBC DSNs, OLE/DB connections, etc... EXACTLY.  If it's uppercase on the old server, make sure it's uppercase on the new server!

4)  Recreate all printers from the old server to the new server

5)  Since you're installing on a new server, there will be a new server name for Enterprise.  Is that going to cause problems for people with favorites or shortcuts to Infoview?  Do you have any web pages or applications with hyperlinks to the existing environment?  Do you have any reports hyperlinked to other reports?  If so, they'll all be broken.  If you want to re-use the same server name, then you'll need to install Crystal Reports Server on an interim machine, import everything over and make sure it works, deprecate the old machine, create the new server with the same DNS name as the old, install Crystal Reports Server on it and import from the interim machine

6)  It would be ideal if you have a clean Windows install on the new server and that it was a dedicated server.  You should have at LEAST 4GB RAM, more is better, and at LEAST a dual-core processor, 4+ cores are better.  You'll need to set roles for Application Server.  Also, if you're using IIS with SMTP and/or FTP, you'll need to install those services and configure them.

That's a good start!  I would also highly recommend you change your max concurrent jobs on all Job Servers to be 5, per core, up to a maximum of 20 jobs, per job server.  If you have an 8-core CPU, then clone your job servers and set each to a maximum of 20 jobs.  Also, for each job server (including destination, publication, etc...), add the following switch to the end of the job server command line (available within the CMC Servers tab):

 -type OUTPROC -maxChildReqs 1 -checkChildForNonExistence 1 -childProcTimeOut 30

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Make sure you include the space prior to the "-type"
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