Server Migrations and Upgrades

Consult this page before migrating or upgrading your server to minimize disruptions to your integration connectors.

Follow these steps to minimize integration service disruptions when you make infrastructure changes to servers used for App Xchange integrations. These self-service guides cover the most common scenarios, including migrating a server and in-place software upgrades. As long as you follow these steps during normal business hours (Monday through Friday, 8 a.m. to 5 p.m. US Central Time), App Xchange Support will assist you at no additional cost.

Note: If you require assistance with standard procedures outside of normal business hours or require dedicated support for a scenario not covered in this guide, App Xchange can assist with dedicated resources for a one-time fee of $1,000. This fee includes: 

• 4 hours of support from a senior technical resource.

• Support via phone, email, and live support during evenings and weekends as needed.

To request escalated support, email xchange_support@trimble.com.

Only follow the instructions for the scenario whose criteria match your migration or upgrade type. If no scenario matches, email xchange_support@trimble.com for further guidance.

Move the Xchange Agent to a New Server

• You are only changing the server where the Xchange Agent is installed.

• The name and location database and the ERP application will not change.

Upgrade or Update a Server (No Server Name Change)

• You are performing an in-place server upgrade or update. For example, upgrading Windows Server 2019 to Windows Server 2022, or updating Vista 2023 R2 to Vista 2024 R1.

• Nothing related to the connection configuration will change. This includes the server name, users, and passwords.

Migrate to a Server with a New Name

• You are migrating from an on-prem server or data center to either a cloud server, a new on-prem server, or a new data center.

• The server name will change.

Migrate Vista from On-Prem to Viewpoint Cloud

• You are currently hosting Viewpoint Vista on-prem and are migrating to Viewpoint Cloud.

Migrate Spectrum from On-Prem to Viewpoint Cloud

• You are currently hosting Spectrum on-prem and are migrating to Viewpoint Cloud.

Migrate a Sage 300 CRE Server

• You are migrating your Sage 300 CRE server.

Migrate a Sage 100 Server

• You are migrating your Sage 100 server.

Move the Xchange Agent to a New Server  

If you host an on-prem server, you must be a server administrator to complete these steps.

1. Locate your activation code by opening this connector's workspace in App Xchange, selecting the pencil icon next to the workspace name, and then scrolling down to the Agent Info section. Record it for later.

2. Uninstall the Xchange Agent from the old server using the operating system's standard program removal function.

Note: Uninstalling the Xchange Agent will temporarily deactivate your data sync.

3. Install the Xchange Agent on the new server. For instructions, see Xchange Agent.

4. Email xchange_support@trimble.com with the subject line: Moved Agent - Please Review My Syncs. An App Xchange Customer Success Manager will test your connector to confirm all syncs are working.

Upgrade or Update a Server (No Server Name Change)

If you host an on-prem server, you must be a server administrator to complete these steps.

1. Email xchange_support@trimble.com with the subject line: Deactivate My Syncs for a Server Update.

2. Once an App Xchange Customer Success Manager confirms your syncs are deactivated, perform your server upgrade.

3. Email xchange_support@trimble.com with the subject line: Update Complete - Please Reactivate My Syncs. An App Xchange Customer Success Manager will test your connector and reactivate your syncs.

Migrate to a Server with a New Name

If you host an on-prem server, you must be a server administrator to complete these steps.

1. Email xchange_support@trimble.com with the subject line: Deactivate My Syncs for a Server Migration.

2. Once an App Xchange Customer Success Manager confirms your syncs are deactivated, perform your server migration.

3. Email xchange_support@trimble.com with the subject line: Migration Complete - Please Reactivate My Syncs. In the email body, include the new server name and any password changes. An App Xchange Customer Success Manager will update your connector configuration and reactivate your syncs.

Important: Passwords must be securely shared via your preferred method.

Migrate Vista from On-Prem to Viewpoint Cloud 

You must be a Vista administrator to complete these steps.

1. Locate your activation code by opening this connector's workspace in App Xchange, selecting the pencil icon next to the workspace name, and then scrolling down to the Agent Info section. Record it for later.

2. Email xchange_support@trimble.com with the subject line: Deactivate My Syncs for a Server Migration.

3. Once an App Xchange Customer Success Manager confirms your syncs are deactivated, uninstall the Xchange Agent from the on-premise server using the operating system's standard program removal function.

Note: Uninstalling the Xchange Agent will temporarily deactivate your data sync.

4. Request Viewpoint Support to perform your server migration.

5. Once Viewpoint Support confirms your server has been migrated, request your Viewpoint Support assistant to complete the cloud installation instructions on these two pages:

   1. 1. Install the Xchange Agent

      2. Create a Vista SQL User for the Xchange Agent

6. Email xchange_support@trimble.com with the subject line: Migration Complete - Please Reactivate My Syncs. An App Xchange Customer Success Manager will test your connector and reactivate your syncs.

Migrate Spectrum from On-Prem to Viewpoint Cloud

You must be a Spectrum administrator to complete these steps.

1. Locate your activation code by opening this connector's workspace in App Xchange, selecting the pencil icon next to the workspace name, and then scrolling down to the Agent Info section. Record it for later.

2. Email xchange_support@trimble.com with the subject line: Deactivate My Syncs for a Server Migration.

3. Once an App Xchange Customer Success Manager confirms your syncs are deactivated, uninstall the Xchange Agent from the on-premise server using the operating system's standard program removal function.

Note: The Xchange Agent is not required for Spectrum Cloud integrations, so you do not need to reinstall it.

4. Request Viewpoint Support to perform your server migration.

5. Once Viewpoint Support confirms your server has been migrated, request Viewpoint Support to complete the cloud installation. For instructions, see Connect a Spectrum Cloud Environment.

6. Optional: Request Viewpoint Support to host your FTP site.

Note: This step is only necessary if the integration you subscribe to (for example, Spectrum <> Concur) requires files to be sent to an FTP site.

1. Contact Viewpoint Support and request they create a temporary directory on the Spectrum server to store images before importing them into Spectrum.

2. Once Viewpoint Support creates your FTP directory, email xchange_support@trimble.com with the subject line Spectrum Server FTP Information. Include the following information in the body of your email:

   • FTP Server URL (For example, <clientftp>.dexterchaney.com)

   • Login ID

   • Password

   • Port number (usually 21)

Important: Passwords must be securely shared via your preferred method. 

7. Optional: Request Viewpoint Support to create a Spectrum Data Exchange. For instructions, see Create a Spectrum Data Exchange.

Note: This step is only necessary if App Xchange is automatically inserting data into your Spectrum database and the Data Exchange Module is not already set up.

8. Email xchange_support@trimble.com with the subject line: Migration Complete - Please Reactivate My Syncs. An App Xchange Customer Success Manager will test your connector and reactivate your syncs.

Migrate a Sage 300 CRE Server

You must be a Sage 300 CRE administrator to complete these steps.

1. Locate your activation code by opening this connector's workspace in App Xchange, selecting the pencil icon next to the workspace name, and then scrolling down to the Agent Info section. Record it for later.

2. Email xchange_support@trimble.com with the subject line: Deactivate My Syncs for a Server Migration.

3. Once an App Xchange Customer Success Manager confirms your syncs are deactivated, uninstall the Xchange Agent from the on-premise server using the operating system's standard program removal function.

Note: Uninstalling the Xchange Agent will temporarily deactivate your data sync.

4. Request Sage Support to perform your server upgrade.

5. Once Sage Support confirms your server has been migrated,  request Sage Support to install the Xchange Agent on the new server. For instructions, see Xchange Agent.

6. If the Sage 300 users have not already been migrated, request Sage Support to complete these instructions to Create a Sage 300 CRE ODBC Service User.

7. Email xchange_support@trimble.com with the subject line: Migration Complete - Please Reactivate My Syncs. An App Xchange Customer Success Manager will test your connector and reactivate your syncs.

Migrate a Sage 100 Server

You must be a Sage 100 administrator to complete these steps.

1. Locate your activation code by opening this connector's workspace in App Xchange, selecting the pencil icon next to the workspace name, and then scrolling down to the Agent Info section. Record it for later.

2. Email xchange_support@trimble.com with the subject line: Deactivate My Syncs for a Server Migration.

3. Once an App Xchange Customer Success Manager confirms your syncs are deactivated, uninstall the Xchange Agent from the on-premise server using the operating system's standard program removal function.

Note: Uninstalling the Xchange Agent will temporarily deactivate your data sync.

4. Request Sage Support to perform your server upgrade.

5. Once Sage Support confirms your server has been migrated, request Sage Support to install the Xchange Agent on the new server. For instructions, see Xchange Agent.

6. If the Sage 100 users have not already been migrated, request Sage Support to follow these instructions to Create a Sage 100 SQL Server User for the Xchange Agent.

7. Email xchange_support@trimble.com with the subject line: Migration Complete - Please Reactivate My Syncs. An App Xchange Customer Success Manager will test your connector and reactivate your syncs.