How to migrate RPM to a new server

The process of migrating applications and systems to a new server is definitely a fact of life in the IT universe. Old hardware gets outdated, old disks just don't have the capacity, virtualization, you name it. Just last month I migrated my development environment to a new system so I understand the pain to an extent.

There are several areas where planning makes success when it comes to moving RPM Remote Print Manager®) (RPM) to a new environment:

  1. Create the configuration directory on the new system
  2. Recreate the external dependencies
  3. Copy the configuration
  4. Run the RPM installer on the new system
  5. Migrate the license from the old server to the new
  6. Select your printers one more time

Create the configuration directory on the new system

It's best that we create the configuration directory first. Later we'll copy the database to this directory. If your RPM setup uses overlays (or watermarks) they will go here as well.

On your system, you'll have a hidden "ProgramData" directory. On my old Windows 7 system, and on my Windows 10 system, this is "C:\ProgramData". You can often open this folder in explorer by entering the following in the address bar: %allusersprofile%.  If that doesn't work, contact your system administrator for assistance or try searching the Internet.

In your "programdata" folder, create a folder called "Brooks Internet Software". In the new folder, create another folder called "RPM". We'll refer to this as our "configuration directory".

Here is a DOS directory listing of my configuration directory:

configuration directory listing
Listing for a typical configuration directory

If your old system has an "Overlay" folder then create it on the new system.

If you have job retention turned on in the old system and wish to try preserving the completed jobs, you can copy the spool folder from the old system to the new. The spool folder contains folders for individual queues so you'll be copying the job files as well. They should match up with the settings in the database.

Don't worry about the JOBS or the Temp folders. RPM will create them as needed.

Recreate the external dependencies

The external dependencies you need to create are:

  • Windows printers RPM prints to
  • folders it saves jobs to
  • applications it runs external to RPM
  • watermarks
  • any files you insert or append
  • any custom banner files

The first three items correspond to RPM devices. There is an easy way to list all the devices RPM is using. In this context, applications would also be considered devices by RPM.

  1. In the user interface, go to the View menu and select Devices
  2. switch to the Devices tab
  3. click the "Type" header to show all the devices ordered by type

Now, on the new system, you can recreate the folders and ensure your printers are installed and are named the same as they were on the old server.

A note on applications; most of the applications I run from RPM are part of an install package, so you will most likely need to track down an installer rather than a single executable.  They need to be installed to the same folder as on the previous server or the RPM settings will need to be updated to point to the program in the new location.

Watermarks are contained in the "configuration directory" folder. Copy the files from the overlay folder on the old machine to this one.  Watermarks are an Elite-only feature.  If you do not have a Watermarks folder on your old server or it is empty, you can safely skip this step.

If you insert or append files, or use a custom banner file, that would be done in a transform. You can see the list of current transforms by going to View in the user interface and selecting "Transform Master List". Then open the Transform Master List tab. Click the Type column header to arrange the transforms by type. You can get to the form for each transform by double-clicking. This way you should be able to track down each file you are using.

Copy the RPM configuration

The RPM configuration is stored in our database. By default, the file is called RPM.fdb and it is in the configuration directory on the old server. If you moved or renamed it, find it in the new location. Copy it to the default configuration directory on the new server.

Shut down RPM and close out the user interface. This is to ensure the database file is closed.  Then copy the file "RPM.fdb" from the old system to the new one in the configuration directory we created earlier.

Run the RPM installer on the new system.

You’ll want to get the installer that matches your current RPM license. At issue here is whether you are using RPM Elite or RPM Select and to decide which architecture (Win32 or x64).  Since many people take this opportunity to upgrade to the latest version, we assume you may want to get the highest version available to you at this time, and we encourage you to do so.  Most Windows workstations and servers today are running the x64 version of RPM, so that is the architecture we recommend.

The fastest way to identify whether you are using RPM Elite or RPM Select is to go open the user interface. The title bar will say either “Elite” or “Select”.  On my system, it reads:

RPM Remote Print Manager(R) Elite 6.1.0.475 x64 at localhost - Admin - Brooks Internet Software

If your product license is Select, the title bar will have “Select” after the product name, rather than “Elite”.

Migrate the license from the old server to the new

The first thing you will need to do is deactivate the license on your old system.  To do this, go to the user interface, select Help -> License. The License Status window

RPM license status
RPM license status

Note the serial number shown here. You should send your serial number (not this one) via email to support@brooksnet.com with a request to deactivate this license. When deactivating a license, the technician will direct you to uninstall the old software. If you would like to test the new installation, please take advantage 21-day trial inherent in a new install and migrate your license later. This will afford you the opportunity of having 2 working installs simultaneously which is normally restricted by our EULA.

When it's time to activate the license on the new machine, you can use the Internet activation method (please see /content/internet-activation ) or you can contact us. If you do contact us, we will need the following information:

  • order number (our sales receipt or invoice number) from the original order for this license
  • the auth code we issued you via email when the purchase was finalized
  • the serial number on the new machine; you would look this up the same way we did for your old machine as shown above

Select your printers one more time

We've seen this go sideways so many times that we can't fail you by forgetting to mention: you should refresh your Windows printer definitions in RPM.

In the user interface, you can go to View -> Action Master List, then open the Action Master List tab. Click the Type column header and look for the "Text Printer" actions.

Double-click the first Text Printer action. Click Browse beside the Printer Selection to open the standard Print dialog. Then click the Preferences button to select or review your desired printer preferences. Repeat these steps for each of the Text Printer actions. We highly recommend this because of the inevitable differences between systems such as the Windows or driver versions. Not doing so may result in intermittent problems which are difficult to track down.

If any of your Windows Printers have been renamed, you will need to double-click any Raw Printer actions and select the newly named printer from the Printer Selection list.

Conclusion

At this point, your new RPM should be in a workable state. If you had issues or encountered any errors along the way, we would encourage you to take a screenshot of the errors you received and send details to support@brooksnet.com. It is also potentially a good idea to plan on calling if possible since there is likely to be some additional conversation required to establish the context that led to your problem.