When we used the Migration utility, we provided the Disk Group path that we were using in Production. Of course, we changed it for our intended Test environment. (So, instead of \\Production\DiskGroups, we used \\Test\DiskGroups.) Then, after the migration, we had to go into Configuration and provide the DDS server address for Test.
In case it's helpful, below is a list of things that may need to be configured or updated after you create your Test environment. I can't say that it's exhaustive. We started with a list from our reseller and have been adding to it.
We also found that it seemed best to run the migration from the application server, logged in as MANAGER. This might not be necessary, but for us it ensured we had all the rights we needed. In particular, our system bitmaps and icons weren't getting copied over.
In no particular order, look at the following:
- E-form resource paths to CSS files, images
- Workflow e-mail notifications (Recipients don't get transfered in the migration)
- Any timer/schedule differences between Test and Production?
- Update Disk Group paths (the migration does some odd naming things, we found)
- OnBase Application Server Path (this will be used for Core-based Modules) [Config | Utilities > Application Server]
- User Form paths
- Custom Query HTML form paths
- E-Forms scripts that query web services, do database queries, etc
- Register licenses [Client | Admin > User Management > Workstation Registration]
- XML Style Sheet paths
- Update DIP/TIP paths (May need to add pre-processor location) (D:\Program
- May need to update Windows services (DIP, Workflow, etc.)
- Schedulers will point to prod server
- Reassign Timers to server
- OnBase API Scripts (VBScripts, Unity Scripts, etc. that call OnBase API)
- Splash screen path [Config | Users > Global Client Settings > Misc]
- Workflow actions to execute a program, call a web service, SYS DLL Exit Call
- External auto-fill keyword sets
- Verity server paths
- Verity collections need to be copied
- Workview paths for stylesheets, resources, and backup files
- Active Directory Domain Config. (AD integration is new in OnBase 12; see also Network Security MRG) [Config -ROMANZO | Utils > Network Security]
Configure DDS [Disk Mgmt > Distributed Disk Services] (need to update/provide the server path)
- Update user passwords, particularly system accounts like MANAGER
