## Prerequisites

Before starting, take the time to plan the migration. Review this entire document to understand the procedures involved and the skills required to complete the tasks. Make sure you have the necessary tools and information available at the time the tasks are performed. In particular, consider the following:

- Make sure you have a copy of the SBS Upgrade Package that is distributed with this document. This package contains tools to help you with the migration.
- The Configuration Manager must be copied to the source and target systems.
- You need access to the PME 8.2 Install medium (DVD or .iso file).
- You need Administrator privileges on both the old and the new computer.
- You need Supervisor privileges for the old IONESPMPME system and the new PME 8.2 system.
- Both systems must be in the same language. You cannot change the PME language during an upgrade or migration. Configuration Manager supports English and Spanish only.
- The old IONESPMPME system must be in a functional state.
- Review the IT Guide for StruxureWare™ Power Monitoring Expert 8.2 Installation.

  This guide is written for IT administrators to help them prepare their IT system for an upcoming installation of the PME software. The guide explains the system prerequisites needed to enable a successful installation and commissioning of the software. Example prerequisites include Windows account creation and server ports.

- Custom report packs must be upgraded to be compatible on the new PME 8.2 system. If you transfer non-upgraded report packs to the new system, you might not be able to use any reports. See Troubleshooting Reports for more information.
- The licensing system has changed from previous releases. The new PME 8.2 system includes a 90-day trial license for all features of the product. You must activate all valid purchased software licenses within 90 days, or some software functionality is disabled. Custom Reports or configuration tools that have been previously purchased with a license might require a license upgrade to continue using them after the upgrade. See Step 7Step 8 – License the new system for more information.
- Locate the Power Monitoring Expert system key and make a copy of it. If you need to export a new copy of the system key, see the Power Monitoring Expert 8.2 – Installation Guide for details.
- Install the new PME 8.2 system on a different computer using the exported system key from the old system.
- The new PME 8.2 system must be in a functional state.

Note: For details on how to install PME 8.2, refer to the Power Monitoring Expert 8.2 Installation Guide that is delivered with the software.

### Custom Report Packs

A custom report pack contains one or more custom reports that are not part of the default PME software. Report customization can range from simple – such as adding custom images – to advanced; relying on complex folder structures or requiring DLLs that were compiled using older versions of the .NET framework.

Because of these variations, custom report packs must be upgraded to be compatible on the new PME 8.2 system.

If the old custom reports have been upgraded to be compatible with PME 8.2, follow the instructions in this guide to install the report packs to the new system. All reports, custom and default, will work as expected.

IMPORTANT! If you transfer saved custom reports that were not upgraded to the new system, you will not be able to use ANY reports in the new system; including the default reports.

See Troubleshooting Reports for information on using non-upgraded custom report packs.