Migrating data from the Web Client

Last Updated : Oct 28, 2024 |

About this task

You can migrate or merge data from a previous version of CMS to the database of another CMS server that uses the same version or a newer version of the software. For a detailed description of the options on the Migrate Data page, see Migrate Data page descriptions.

Important:

Do not attempt to migrate Agent and Call Center Administration data more than once.

Before you begin

To migrate System Administration data or Agent and Call Center Administration data, CMS must be in single-user mode. For more information, see CMS operational states.

Procedure

  1. Navigate to Administration > System Setup > Migrate Data.
  2. Select the backup device to use from the Device Name drop-down list.
  3. Select one of the following data type options:
    • System Administration data (single-user mode required)

    • Agent/Call Center Admin data (single-user mode required)

    • Historical data

  4. Enter a value in the Stop Date field.
  5. Enter a value in the Stop Time field.
  6. Select one of the following ACD options:
    • All ACDs: To migrate data from all ACDs.

    • Single ACD: If you select this option, you must specify the ACD you are migrating from and the ACD you are migrating to.

  7. Click Run to start the migration.

    Status information is displayed at the top of the page. The migration process continues if you navigate away from the Migrate Data page.