## Step 2 - Transfer the Configuration

Use Configuration Manager to transfer the configuration from the source system to the target system.

warning

unintended equipment operation

• Before writing a configuration verify that the system is not performing critical control actions that may affect human or equipment safety.

• Verify correct system operation after writing a configuration.

• Verify that you are writing to the correct new, factory installed target system.

• Avoid introducing malicious software into your system.

Failure to follow these instructions can result in death or serious injury.

warning

inaccurate data results

• Before writing a configuration verify that the system data results are not used for critical decision making that may affect human or equipment safety.

• Verify correct system data results after writing a configuration.

• Avoid introducing malicious software into your system.

Failure to follow these instructions can result in death, serious injury, equipment damage, or permanent loss of data.

notice

LOSS OF DATA

• Back up the system configuration before writing a new configuration.

• Verify the correctness of a configuration before writing it to the system.

Failure to follow these instructions can result in permanent loss of data.

### Distributed systems

IMPORTANT! For a distributed system, the database server and the PME 8.2 server must be in the same domain.
IMPORTANT! To run the Configuration Manager on the new PME 8.2 server, log into Windows with a domain account that meets the following conditions:
- it is a member of the administrators group on the PME server
- it has been added as a Login in SQL Server with sysadmin role in the PME database instance

The upgrade will not succeed if the above conditions are not met.

To transfer the configuration:

1. On the IONE 6.0.1 system:
   1. Open Configuration Manager.
   2. Click Read from System.
   3. After the operation completes, review the log for errors. Correct errors that could cause problems on the new system.
   4. (Optional) Repeat steps b. and c. until the errors and warnings have been eliminated or have a known recovery process that will be applied on the destination system.
   5. (Optional) Add explanatory notes or attach files to the configuration.
   6. Click Save to Archive to save the configuration to archive.
   7. Copy the archive file for transfer to the new PME 8.2 system.
   8. Create a backup of the ION_Data and ION_Network databases on the DB server using SQL Server Management Studio
   9. Create a backup of any historical database archives that you want to use on the new PME 8.2 system.
   10. Copy the database backup files for transfer to the new PME 8.2 system.
2. On the new PME 8.2 system:
   1. Delete the PME 8.2 ION_Data and ION_Network databases on the DB server.
   2. Restore the databases (ION_Data, ION_Network) and historical database archives from the old IONE 6.0.1 system onto the new PME 8.2 database server.
   3. Log into the PME 8.2 server Windows operating system with a domain account that meets the conditions described above.
   4. Open Configuration Manager.
   5. Click Load from Archive to load the IONE 6.0.1 archived configuration.
   6. Click Write to System to write the configuration to the PME 8.2 system.
   7. Review the log for errors. Correct any errors that will cause problems on the new system.

### Standalone systems

To transfer the configuration:

1. On the PME 7.2.2IONE 6.0.1 old PME 8.2 system:
   1. Open Configuration Manager.
   2. Click Read from System.
   3. After the operation completes, review the log for errors. Correct errors that could cause problems on the new system.
   4. (Optional) Repeat steps b. and c. until the errors and warnings have been eliminated or have a known recovery process that will be applied on the destination system.
   5. (Optional) Add explanatory notes or attach files to the configuration.
   6. Click Save to Archive. You can optionally save the PME 7.2.2IONE 6.0.1PME 8.2 historical data.
   7. Export the PME system key. This can be done through the PME installer.
   8. Copy the archive file for transfer to the new PME 8.2 system.
IMPORTANT! The system key of the old PME 8.2 source system is required to write the configuration to the new PME 8.2 target system. Make sure this key is available when writing the configuration with the Configuration Manager.
2. On the new PME 8.2 system:
   1. Open Configuration Manager.
   2. Click Load from Archive to load the IONE 6.0.1PME 7.2.2PME 8.2 archived configuration.
   3. Click Write to System to write the configuration to the new PME 8.2 system.

   Note: During the write to system, the Configuration Manager will prompt for the system key from the old PME 8.2 source system.

   Note: See Known Issues for a list of issues related to writing a configuration to a new PME 8.2 system.

   4. Review the log for errors. Correct any errors that will cause problems on the new system.

IMPORTANT! The PME 8.2 system is NOT operational yet. You must manually complete the upgrade migration. See the following sections for detailed information on how to complete the upgrade migration

For detailed information on how to use Configuration Manager, open Configuration Manager and click Help.