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Migration Procedure from Pleasanter's Database (SQL Server) to Different Environments

Cautions

  1. This procedure assumes Windows Server 2025 OS and SQL Server 2025 DB environment.

Adjusting the Pleasanter Version

This procedure imports the source database into the destination. Because the table definitions of the source and destination databases must match, upgrade the source and destination Pleasanter to the same version before migrating.

Upgrade and migration cannot be performed at the same time

If the source and destination Pleasanter versions differ, the table definitions of the imported database do not match the destination Pleasanter. If the destination is newer, Pleasanter screens will not open. If the destination is older, the data in items added in the newer version will be lost when CodeDefiner is run later.

If you migrated to a newer destination and the screens no longer open, run CodeDefiner in the destination. The table definitions are updated to match the destination version, and the screens open again with the data retained. For how to run CodeDefiner, refer to Pleasanter Version Upgrade Procedure (Windows).

Backup data from the source of migration

  1. Log in to the source environment.
  2. If necessary, upgrade the source Pleasanter to the same version as the Pleasanter you will install in the destination.
  3. Launch SQL Server Management Studio and log in.
  4. Right-click "Database" → "Implem.Pleasanter" and select "Task" → "Export Data-tier Application".
  5. Click the "Browse" button under "Save to Local Disk", enter a file name, and click "Next".
  6. Click "Finish".
  7. Once the export is complete, verify that a file with a bacpac extension has been created.

Migrate data to the destination

  1. Log in to the destination environment.
  2. Copy the bacpac file from the source computer to the destination computer.
  3. Install the same version of Pleasanter as the source in the destination environment.
  4. Launch SQL Server Management Studio and log in.
  5. Right-click "Database" → "Implem.Pleasanter" and click "Delete".
  6. A dialog will appear, so confirm that the "Connection" field shows the target server.
    • Be cautious as performing this operation in the wrong environment may result in unintended data loss.
  7. Check "Close existing connections" and click "OK".
  8. Right-click "Database" and click "Import Data-tier Application".
  9. Click the "Browse" button for "Import from Local Disk" and select the bacpac file.
  10. Click the "Next" button.
  11. Specify "Implem.Pleasanter" in "New Database Name" and click "Next".
  12. Click "Finish".
  13. Once the data migration is complete, use a tool like WinMerge to check the differences between the source and destination Parameters.
  14. Merge the source Parameters settings into the destination Parameters and restart IIS.
    • For customers who have subscribed to Enterprise Edition, please migrate the license file as well.
  15. Log in to Pleasanter and confirm that the data has been migrated.