Migrating Mingle to a new server

There are 2 ways to go about the migration depending on your setup:

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Method 1: Fewer projects:

1. Install Mingle and the database on the new machine. Complete Mingle configuration and apply the same license which exists on the production instance. You will then have a brand new blank instance of Mingle.
2. On the production instance, export the projects and custom templates. ( Project admin -> Export Project).
(The 4 standard Mingle templates will already be available in the new Mingle instance)
3. Import the project/templates on the new instance.

Important things to take note of while migrating data using method 1:

* Make sure you install the same version  Database as the old server.
* When you migrate your data, only the users associated with the projects will be migrated to the new instance
* The user data migrated will not include the password and hence the users will need to click on "recover password" to reset their passwords on the new instance of Mingle (assuming that LDAP is not being used for authentication)

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Method 2: Larger no. of projects:

1. Take a backup of your databases and Mingle data directory
2. Install Mingle and database on the new machine
3. Restore the db from (1) to the new machine
4. Move the data directory to the new server (make sure to edit config/mingle.properties and config/database.yml to reflect the details of the new server and database)
5. Start Mingle using the migrated data directory

Important things to take note of while migrating data using method 2:
* Make sure you install the same version of database as the old server.
* User data will be migrated using this method, so they can login using the same credentials and will not require to reset the password.

Useful commands for method 2 using Postgres as the database:
1) Backup db: pg_dump -d <old_db_name> > <old_db_name>.dump
2) Restore db: zcat <old_db_name>.dump.gz | psql <new_db_name>

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Note: Please make sure that all the Mingle users stop using Mingle before you export/backup the db as any changes made after this will not be transferred to the new instance.

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