How to migrate a Checkbox installation from one server to another:


The following instructions will guide you through the process of migrating a Checkbox installation from one server to another.


1. Copy all files from your existing Checkbox Installation to the new server.


2. Open your web.config file in your favorite text editor(notepad/notepad++/etc), located in the root folder of your Checkbox Installation files.


3. Locate:
<!-- Key indicating installation was successful -->
<add key="InstallSuccess" value="true" />


Update to
<!-- Key indicating installation was successful -->
<add key="InstallSuccess" value="false" />


Save your web.config and close it


4. Make any necessary changes to IIS configuration for the Checkbox site, virtual directory, and/or application pool. Refer to the Checkbox Installation Instructions if necessary. (For example make sure your new server has .NET 4.0 installed)

5. Ensure that all files can be read by Checkbox and that the web.config has write/modify acess. See the section of the Checkbox Installation Instructions labeled Configure File Permissions for details.

6. MOST IMPORTANT STEP:
Follow the instructions detailed in the Checkbox Installation Instructions. Go to the step labeled Run the Web-Based Install.
After entering the database information and clicking Continue >>, you will be informed that a Checkbox database already exists. Choose to continue with out overwriting the database.

7. Continue following the instructions to the end of the web-based installer.

8. Log into your installation and test your surveys, reports and style. Confirm that the migration was a success and you are finished.


(Please Note: For those clients familar with Checkbox 4.x versions. 5.x does not require license activations so you will not have to download a fresh copy from your customer area).