Migrate Web Help Desk to another server

Original and target server are running identical operating systems

Ensure that both servers are running identical 32-bit or 64-bit operating systems. 

1. Log in to Web Help Desk as an administrator.
2. Click Setup > General > License.
3. Click the padlock next to your license.
4. In the License Settings screen, click Deactivate to deactivate your license.
5. Log out of the Web Help Desk Administrator Console.
6. Stop WHD (Stop and start Web Help Desk) on the original server.
7. Navigate to the <WebHelpDesk> directory.
   • macOS:  /Library/WebHelpDesk    
   • Microsoft® Windows Server®:  \Program Files\WebHelpDesk    
   • Linux: /user/local/webhelpdesk
8. Back up the <WebHelpDesk>conf directory to a safe location. 
9. If the original server is running Windows Server, copy the \bin\wrapper\conf directory to a safe location.
10. Install the same WHD version on the target server. 
11. On the target server, initialize Web Help Desk using the Getting Started Wizard. When prompted, select Embedded database (the default is PostgreSQL).
12. Stop WHD (Stop and start Web Help Desk) and the PostgreSQL service on the target server.
    1. On the target WHD sever, rename the \Program Files\WebHelpDesk\PGSQL9 directory to OLD_PGSQL9.
       You can also move the directory to a different location.
    2. Copy the program files in the \WebHelpDesk\PGSQL9 directory from the old WHD installation to \Program Files\WebHelpDesk\ on the target server.
13. Navigate to the conf directory on the target server.
    • Windows Server: <WebHelpDesk>\bin\wrapper\conf
    • Linux or macOS: <WebHelpDesk/conf
14. Copy the conf directory files from the original server to the same location on the target server.
    • Windows Server:
      • keystore.jks
      • whd.conf
      • labels\CustomLabels*.properties
      • bin\wrapper\conf\wrapper_template.conf
    • Linux or macOS:
      • keystore.jks
      • whd.conf
      • labels/CustomLabels*.properties
15. Start WHD (Stop and start Web Help Desk) on the target server.
16. If the target server domain host name is identical to the original server domain host name, you are finished.
    If the target server domain host name is different from the original server domain host name, perform the following steps:
    1. Log in to Web Help Desk as an administrator.
    2. Click Setup > General > Options.
    3. In the Server DNS Name field, enter the new server DNS name.
    4. Click Save. 
17. Log in to the Web Help Desk Administrator Console as an administrator.
18. Click Setup > General > License.
19. Reactivate your license.

Original server is running Windows Server and the target server is UNIX-based (Linux or macOS)

Ensure that both servers are running identical 32-bit or 64-bit operating systems. 

1. Log in to Web Help Desk as an administrator.
2. Click Setup > General > License.
3. Click the padlock next to your license.
4. In the License Settings screen, click Deactivate to deactivate your license.
5. Log out of the Web Help Desk Administrator Console.
6. Stop WHD(Stop and start Web Help Desk) on the original server.
7. Back up the /conf directory and the whd\bin\wrapper\conf directories to a safe location.
8. Install an identical WHD version on the target server. 
9. Initialize WHD using the Getting Started Wizard. When prompted, select the default PostgreSQL embedded database.
10. Log in to WHD using admin/admin credentials.
11. Click Setup > General > Database and point WHD to your original database. If the original server connected to an embedded PostgreSQL database, use port 20293.
12. Stop WHD (Stop and start Web Help Desk) on the target server.
13. Navigate to the conf directory on the target server.
    • Windows Server: <WebHelpDesk>\bin\wrapper\conf
    • Linux or macOS: <WebHelpDesk/conf
14. Copy the following files from the original server to the same location on the target server: 
    • keystore.jks
    • whd.conf
    • labels/CustomLabels*.properties
15. If you use custom VM arguments in the \bin\wrapper\conf\wrapper_template.conf file, add them to the JAVA_OPTS parameter in the /conf/whd.conf file.
    For example: JAVA_OPTS="-Darg1=true -Darg2=true"
16. Start WHD (Stop and start Web Help Desk) on the target server.
17. If the target server domain host name is identical to the original server domain host name, you are finished.
    If the target server domain host name is different from the original server domain host name, perform the following steps:
    1. Log in to Web Help Desk as an administrator.
    2. Click Setup > General > Options.
    3. In the Server DNS Name field, enter the new server DNS name.
    4. Click Save.
18. Log in to the Web Help Desk Administrator Console as an administrator.
19. Click Setup > General > License.
20. Reactivate your license.

Original server is UNIX based (Linux or macOS) and target server is running Windows Server

1. Log in to Web Help Desk as an administrator.
2. Click Setup > General > License.
3. Click the padlock next to your license.
4. In the License Settings screen, click Deactivate to deactivate your license.
5. Log out of the Web Help Desk Administrator Console.
6. Stop WHD (Stop and start Web Help Desk) on the original server.
7. Navigate to the <WebHelpDesk> directory. 
   • macOS:  /Library/WebHelpDesk    
   • Windows Server:  \Program Files\WebHelpDesk    
   • Linux: /user/local/webhelpdesk
8. Back up the <WebHelpDesk>/conf directory to a safe location.
9. Install an identical WHD version on the target server.
10. Initialize WHD using the Getting Started Wizard. When prompted, select the default PostgreSQL embedded database.
11. Log in to WHD using admin/admin credentials.
12. Click Setup > General > Database and point WHD to your original database. If the original server used embedded PostgreSQL, use port 20293.
13. Stop WHD (Stop and start Web Help Desk) on the target server.
14. Navigate to the conf directory on the target server.
    • Windows Server: <WebHelpDesk>\bin\wrapper\conf
    • Linux or macOS: <WebHelpDesk/conf
15. Copy the following files from the original server to the same location on the target server:
    • keystone.jks
    • whd.conf
    • labels/CustomLabels*.properties
16. If you used custom VM arguments in the JAVA_OPTS parameter in the /conf/whd.conf file, add them to the \bin\wrapper\conf\wrapper_template.conf file.
    For example: wrapper.java.additional.16=-DWHDconfig=...Helpdesk.woa.properties
17. Start WHD (Stop and start Web Help Desk) on the target server.
18. If the target server domain host name is identical to the original server domain host name, you are finished.
    If the target server domain host name is different from the original server domain host name, perform the following steps:
    1. Log in to Web Help Desk as an administrator.
    2. Click Setup > General > Options.
    3. In the Server DNS Name field, enter the new server DNS name.
    4. Click Save.
19. Log in to the Web Help Desk Administrator Console as an administrator.
20. Click Setup > General > License.
21. Reactivate your license.