STEP by STEP : QlikSense Migration 2024

Qlik Sense Migration: Server-to-Server Steps (Qliksense 2024)

✅ Pre-Migration Planning

1. Document Existing Environment

   • Qlik Sense version

   • License key

   • Data connections

   • User directory connectors (UDCs)

   • Security rules

   • Certificates (for HTTPS)

   • Scheduler tasks

   • Custom extensions or widgets

2. Verify Both Servers

   • Make sure the target server has the same OS and Qlik Sense version as the source.

   • If not, install the same version on the target first.

   • Ensure both servers are fully patched and meet Qlik’s system requirements.

3. Backup the Source Server

   • Certificates (via Qlik Sense QMC or MMC)

   • PostgreSQL repository database (QSR)

   • Application files from:

     • C:\ProgramData\Qlik\Sense\Apps

     • C:\ProgramData\Qlik\Sense\Repository\Content

   • Custom connectors/extensions if any

   • Qlik Sense configuration files from C:\ProgramData\Qlik\Sense\Repository\Exported Certificates

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🧰 Migration Process

1. Install Qlik Sense on Target Server

• Do a fresh install of the same version of Qlik Sense on the new server.

• Choose "Central node" and "Use existing certificates" (optional if restoring from backup).

2. Stop Services on Both Servers

• Stop all Qlik Sense services:

  QlikSenseRepositoryService
  QlikSenseEngineService
  QlikSenseSchedulerService
  QlikSenseProxyService
  QlikSenseServiceDispatcher
  QlikSensePrintingService
  

3. Copy the PostgreSQL Repository Database

• Backup using Qlik-provided tool or standard pgAdmin method:

  C:\Program Files\Qlik\Sense\Repository\PostgreSQL\<version>\bin\pg_dump.exe -U postgres -Fc QSR > QSR.backup
  

• Move the .backup file to the target server and restore it:

  pg_restore.exe -U postgres -d QSR -v QSR.backup
  

4. Transfer Certificates

• Export the certificates from the old server using QMC or MMC.

• Copy them to the same location on the new server:
  C:\ProgramData\Qlik\Sense\Repository\Exported Certificates\

5. Restore Application and Content Folders

• Copy contents of these folders to the same locations on the target server:

  • C:\ProgramData\Qlik\Sense\Apps

  • C:\ProgramData\Qlik\Sense\Repository\Content

  • Any custom folders used for extensions, connectors, etc.

6. Adjust Configuration Files

• Update hostnames and paths in:

  • Repository.exe.config

  • Scheduler.exe.config

  • Any custom configuration scripts

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🔐 Post-Migration Tasks

1. Start Qlik Sense Services

   • Start all services in proper order or reboot the server.

2. Verify Services

   • Open the Qlik Management Console (QMC).

   • Check if all services are running, users are visible, and apps are accessible.

3. Reapply License

   • In QMC, re-enter the license if needed (particularly if MAC address has changed).

4. Reconfigure Data Connections (if needed)

   • Update paths if folder structures have changed.

5. Test Everything

   • Open apps via the Hub.

   • Validate reload tasks.

   • Test user access and security rules.

   • Run a few sample reloads and data connection tests.

6. DNS or Hostname Redirection

   • Update DNS to point to the new server IP (optional).

   • Or reassign the old hostname/IP to the new server.