Online Help > Support/Resources > Tips And Tricks

Data Migration

Description

 

Here are the steps to follow when copying data from one data source to another.

 

If you have used the Document entries in the Stored in database mode, or used attachments, the binary content of the documents is NOT exported in any of our export formats.  These documents/attachments MUST be handled manually.

 

If you are using a self-managed RDBMS (SQL Server, MySQL, MariaDB), you can use their management tools to move the database to another server.  Please follow their respective documentation on how to successfully transfer not only that data, but also the user accounts.

 

SQL Server: MSDN Article on how to move databases

MySQL: MySQL Copying databases

MariaDB: MySQLDump

 

The migration is simply an export of your original data source followed by an import in the new destination data source.

 

Export

1. Select your data source in the data source selection drop down list.

 

Data source drop down menu

Data source drop down menu

 

2. Select File - Export - Export All Entries (.rdm).

 

Export menu

Export menu

 

3. Select your export entries options. You can choose to export your credentials and may also choose to use a Master Key as an added security layer. For a typical migration you would check those options.

 

Ensure that you do not forget the Master Key as you will not be able to decrypt the data without it.

 

Export Entries Option

Export Entries Option

 

4. Save the file with the name and location of your choice.

 

Import

1. Select the destination data source in the data source selection drop down list.

 

2. Select File - Import - Import Entries (.rdm, *.pvm, .vnc, .rdp).

 

Import menu

Import menu

 

3. In the Import Entries dialog use the ellipsis button to browse for the data file exported in the previous section.

 

Import Entries

Import Entries

 

OPTION

DESCRIPTION

Import in root

Import your entries in the root of your data source, meaning it will keep the exact same structure (group, folder, credentials) as the one you've exported. It is the suggested method of import.

Import in current folder

Import all your entries under the selected folder of the data source.

 

4. In the next dialog you'll be presented with a list of all entries that are in the data file. You can select which entry you wish to import or you can Select All to import all of your entries. Simply press OK to complete the process

 

Import Entries - Session selection

Import Entries - Session selection