The wizard and template migrator connects to the Ideagen Quality Management database in the same way as a Ideagen Quality Management client.  As a result, it requires a valid username and password.

There are three stages to performing the wizard and template migration:

1. Confirming the Port Number Ideagen Quality Management Uses
2. Migrating the Wizards and Templates 
3. Changing the Port Used by the Migrator Utility

1. Confirming the Port Number Ideagen Quality Management Uses

To confirm the port used by your Ideagen Quality Management:

1. Launch Microsoft Internet Information Services (IIS).
2. Locate the website hosting Ideagen Quality Management.
3. Right click on the website and select [Edit Bindings].
4. Note the port displayed on http or https.

If Ideagen Quality Management is using the default port 80 then you can continue with the migration.  If Ideagen Quality Management has been configured to use a different port (e.g. 8080) then you will need to change the port used by the migrator utility.


2. Setting the Port Number Used by the Migrator Utility

The default port used by the Wizard and Template Migrator is 80.  If your Ideagen Quality Management is configured to use an additional port you will need to update the migrator utility to use this port.

To set a customised port:

1. Navigate to the WizardTemplateMigrator.exe.config file and open it using Notepad.
2. Add the port number to the "DataPortalServer" and "CslaDataPortalUrl" values, then save the configuration file. The values should look similar to below, replacing port with the relevant port number:

• <add key="DataPortalServer" value="ghttp://localhost:port/QPulse/DataPortal.rem" />
• <add key="CslaDataPortalUrl" value="ghttp://localhost:port/QPulse/RemotingPortal.rem" />

3. Save and exit the WizardTemplateMigrator.exe.config file.

3. Migrating the Wizards and Templates

Important Note: These steps should be performed after the Ideagen Quality Management Server has been upgraded and the Ideagen Quality Management Server service has been started.

To migrate the wizards and templates:

1. Ensure that the Ideagen Quality Management Server service is running on your Ideagen Quality Management application server.
2. Download the Gael Wizard and Template migrator from the Wizard and Template Migrator Download Centre
3. Access the Gael Wizard and Template Migrator directory and run the WizardTemplateMigrator.exe file.
4. Select the relevant database from the drop-down menu, and enter a valid Ideagen Quality Management username and password. Note: This user account does not need administrative permissions.  The credentials are only required to validate a connection to the database.
5. Press [Login].

6. Select [Start migration] to begin the migration process.

7. Once completed, select [Logout] to exit the application.

You will need to perform this migration for each additional Ideagen Quality Management database that you have upgraded to 5.95.