Table of Contents
Introduction #
This guide outlines the steps required to successfully migrate Perfex CRM to a new server. Following these instructions ensures a smooth and error-free migration while avoiding common issues, particularly with the SaaS module.
Prerequisites #
Before starting the migration process, ensure you have the following:
- Access to your current server (files and database).
- Access to your new server (with appropriate permissions to upload files and configure databases).
- Knowledge of your database name, user credentials, and configurations.
- A backup of all files and databases (for safety purposes).
Step-by-Step Migration Guide #
1. Deactivate the SaaS Module #
Deactivate the SaaS module on your current server before starting the migration process. Failure to do so may cause issues during the migration.
2. Transfer Files and Data #
- Move all your Perfex CRM files from the old server to the new server following the official Perfex CRM migration guide:
Perfex CRM Migration Guide. - Ensure Perfex CRM works properly and has expected before proceeding.
3. Import Tenant Database(s) #
- Import the tenant database to the new server. It is better if you can retain same old database name and user from old server on the new server.
If the database name or user credentials are different: #
- Update the database configuration for each tenant in SaaS > Company > Edit.
- If using a database pool, update the pool configuration in the package settings to reflect the new server’s database information.
5. Reactivate the SaaS Module #
Once Perfex CRM is fully functional on the new server, reactivate the SaaS module.
Additional Notes #
- Always back up your files and database before starting the migration process to prevent data loss.
- If you encounter any issues, refer to the official Perfex CRM documentation or consult with a developer.
Conclusion #
By following this migration guide, you can ensure a seamless transition of SaaS Perfex CRM to a new server. Proper preparation and adherence to these steps will minimize errors and downtime.
