Backup and Restore an Aras Innovator Instance From Development To a Production Server

We completed the initial configuration of an Aras PLM implementation, and today we moved the customizations from our development server to the client's production server. 

Here is what we did:

  1. Prerequisites:
    1. The production version of Aras Innovator must be the same as the Dev environment (Aras Innovator 11 SP1)
    2. The production version of SQL Server should be  Sql Server Express 2014 SP1 64-bit
      1. To check, open a SQL Server Management Studio, connect to your datasource, open a “New Query”, then type:
        1. “SELECT SERVERPROPERTY('productversion'), SERVERPROPERTY('productlevel'), SERVERPROPERTY('edition')”
        2.  Execute (F5)
        3. Result should be: "12.0.4100.1         SP1         Express Edition (64-bit)"
    3. On the production server, you must log into the Windows Server with administrator access, and log into SQL Server with the same access level
    4. You must have used the default Aras Innovator installation settings, for folder locations and such.  If not, you might need to translate 2 configuration files in the Aras root folder from development to production:
      1. InnovatorServerConfig.XML
      2. VaultServerConfig.XML
  2. Backup and Restore database
    1. BACKUP: On the source database server, open SQL Server Management Studio and expand the list of databases
      1. See Section 2.3 in this document: http://www.aras.com/support/documentation/DocumentView.aspx?file=./11.0/Other Documents/Aras Innovator 11.0 - Backup and Recovery.pdf Documents/Aras Innovator 11.0 - Backup and Recovery.pdf
      2. Right-click on the database, e.g. “InnovatorSolutions”
      3. Select Tasks > Backup
      4. Select the database name, Type = “Full”, Destination = “Disk”
      5. Under Destination, click on “Add” and create a file in the Backup folder with the current date-time, e.g. Aras_Innovator_201506212126.bak
      6. Under Destination, “Remove” any older backup file names
      7. Click “OK”
      8. Transfer the Backup file to Dropbox or the Destination server
    2. RESTORE: On the Destination Server:
      1. Follow the Aras documentation step-by-step, especially the 3 queries in Step #12: www.aras.com/university/TechNotes/How%20To%20Restore%20a%20Database%20from%20BAK%20file.pdf
  3. Backup and Restore Vault
    1. For complete Backup and Recovery details, see: http://www.aras.com/support/documentation/DocumentView.aspx?file=./11.0/Other Documents/Aras Innovator 11.0 - Backup and Recovery.pdf Documents/Aras Innovator 11.0 - Backup and Recovery.pdf
    2. BACKUP : On the Source Server:
      1. Open Windows Explorer, find the Vault Server location (typically C:/Aras/Vault) and compress (zip) the InnovatorSolutions folder
      2. Move the InnovatorSolutions.zip folder into Dropbox (or download)
    3. RESTORE: On the Destination Server:
      1. Download the zip folder and extract into a temporary folder, e.g. Desktop or Downloads
      2. Open Windows Explorer, find the Vault Server location (typically C:/Aras/Vault) and compress (zip) the InnovatorSolutions folder as a backup of the old Vault
      3. Delete the old (uncompressed) vault folder, then move the source folder from Downloads into C:/Aras/Vault

As always with Aras installations, follow their step-by-step documentation exactly.  Aras documents are very good in guiding you down a successful path, but the sides are steep and a seemingly-insignificant deviation can lead to failure and frustration.