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I want to migrate Pleasanter, which is running on PostgreSQL 14, to a PostgreSQL 15 environment.

Answer

Combine the restore process of the old environment (PostgreSQL14) and the Pleasanter installation process of the new environment (PostgreSQL15).

Overview

This procedure assumes the following contents.

  • The environment where PostgreSQL version 14 is installed is called the old server, and the environment where version 15 is installed is called the new server.
  • The new server has completed the installation of the OS.*Pleasanter and PostgreSQL are not installed.
  • There is a working terminal that can connect to both the old and new servers.*This procedure assumes a Windows terminal.
  • The old server has been installed using the procedure described in the user manual. *A database (Implem.Pleasanter) exists in the public schema.

Limitations

Even if you restore the database (Implem.Pleasanter) created in the public schema to the new environment by following the procedure below, the schema is not changed automatically. If you want to build the database (Implem.Pleasanter) in a schema other than public, as when running CodeDefiner for installation in version 1.3.44.0 or later, migrate the data using Pleasanter's site package or record import/export functions, or change the role and schema of the DB in the new environment after the restore.

Environment Information

The environment information for the old and new servers described in the procedure is as follows.*As stated in the above assumptions, the new server has completed the installation of the OS before carrying out the procedure.

Old Server

  • OS: AlmaLinux 9.2
  • DB: PostgreSQL14
  • Pleasanter: 1.3.43.0

New Server

  • OS: AlmaLinux 9.2
  • DB: PostgreSQL15
  • Pleasanter: 1.3.48.0

*1.3.44.0 supports PostgreSQL15, and the specification is changed so that a database is not created in the public schema when running CodeDefiner for installation.

Operation Procedure

  1. On the old server, use the following command to obtain a backup of PostgreSQL.

    pg_dumpall --roles-only > /backup/Implem.Pleasanter_role.dump
pg_dump -Fc Implem.Pleasanter > /backup/Implem.Pleasanter.dump

  2. Copy the backup file obtained in 1 above to the new server. In this procedure, we will copy it to the "/backup" directory on the new server as follows.

    • /backup/Implem.Pleasanter_role.dump
    • /backup/Implem.Pleasanter.dump

  3. Copy the "/web/pleasanter/Implem.Pleasanter/App_Data/Parameters" directory, which contains the parameters of the pleasanter on the old server, to the work terminal. In this procedure, we will copy it to the "C:\backup" folder as shown below.

    • C:\backup\Parameters

  4. Download the module of the target version (1.3.48.0) on the work terminal.

  5. Extract the module (zip) downloaded in 4 above. In this procedure, we will extract it to the "C:\work" folder.

  6. Compare the parameter files under each folder below and merge the setting values. *We recommend using a tool such as WinMerge to compare and merge.

    • "C:\backup\Parameters" folder from 3 above
    • "C:\work\pleasanter\Implem.Pleasanter\App_Data\Parameters" folder from 5 above *Merge with the files under this folder.

  7. On the new server, refer to the following user manual and perform "PostgreSQL setup".　*The Postgres user password is assumed to be the same as the old server.

  8. On the new server, execute the following command to create a database.

    psql -U postgres -c 'create database "Implem.Pleasanter";'
psql -U postgres -c 'create extension if not exists pg_trgm;'

  9. Use the backup file copied in 2 above to restore the role and database with the following command.

    psql -f /backup/Implem.Pleasanter_role.dump
pg_restore -d Implem.Pleasanter /backup/Implem.Pleasanter.dump

  10. Place the modules organized in 6 above on the new server. The image after placement is as follows.*Please change the directory permissions as appropriate.

    • /web/pleasanter/Implem.Pleasanter
    • /web/pleasanter/Implem.CodeDefiner

  11. On the new server, refer to the following user manual and perform the subsequent steps from "Running CodeDefiner".

  12. Confirm that Pleasanter starts on the new server.