ShoreTel: Migrate a ShoreTel 14.2 system to a new Server

Here are the steps that I follow when I need to migrate a ShoreTel 14.2 and below system to a new server. This could be to upgrade the server OS or moving from a physical server to a virtual server.

There are a few things to note:

1. You will need to install the SAME version of ShoreTel on the new server that you are using on the current server
2. The new server will have to have the same IP address as the current server at the time you install ShoreTel on it
3. The new server will have to have the same computer name as the current server at the time you install ShoreTel on it
4. After the server is migrated you will need to request a new system key from ShoreTel 

Prep new Server:

1. Prep the new server as per the Build Notes and Install Guide
2. Change IP address to the same IP as the old server
3. Change the name to the same name as the old server
4. Install the ShoreTel Software (EXACT same build as old server)
1. Right click on Setup and click "Run as Administrator
5. Reboot when Prompted
6. Log in to Director using the default credentials
1. Username: admin
2. Password: changeme
7. Verify all services are running by click on the Headquaters link to the right of the Quick Look page
8. Log out of Director

Back up the old server:

1. Databases .sql files
1. Navigate to C:\Program Files (x86)\Shoreline Communications\Shoreware Server\MySQL\MySQL Server 5.0\Examples and run the following files
1. BackupCDR.bat -> Will output an .sql file to the root of C:
2. BackupConfig.bat -> Will output an .sql file to the root of C:
3. BackupWebridge.bat -> Will output an .sql file to the root of C:
1. Only required if there is an SA-100/SA-400 in use.
4. BackupMonitoring.bat-> Will output an .sql file to the root of C:
1. Only required for ShoreTel 14.x
5. Copy the resulting .sql files folder to a safe location (Network Share, Thumb drive, etc...)
2. Shoreline Data folder
1. Stop all ST services from script at C:\Program Files (x86)\Shoreline Communications\ShoreWare Server\Script\ hq_shoretel-stop-svcs (make sure to run as administrator)
3. Copy the VMS, User Data, & Prompts folder from Shoreline Data, to a safe location (Network Share, Thumb drive, etc...)
1. Start all ST services from script at C:\Program Files (x86)\Shoreline Communications\ShoreWare Server\Script\ hq_shoretel-start-svcs (make sure to run as administrator)
4. Reboot the ShoreTel server
5. Copy the back up files to the new server
6. Shut down the Old server

Restore data to new server

1. Place the backed up configuration and CDR SQL files at the root of the C: drive and run the "Restore" batch files at C:\Program Files (x86)\Shoreline Communications\ShoreWare
1. Server\MySQL\MySQL Server 5.0\Example
1. RestoreConfig.bat
2. RestoreCDR.bat
1. Only required if the site has an SA-100/SA-400
3. RestoreMonitoring.bat
2. Stop all ST services from script at C:\Program Files (x86)\Shoreline Communications\ShoreWare Server\Script\ hq_shoretel-stop-svcs (make sure to run as administrator)
3. Copy the back up version of VMS, Promps, and User Data folders to the Shoreline Data folder (write over the new folders)
4. Delete all .dat files in the VMS folder
5. Start all ST services from script at C:\Program Files (x86)\Shoreline Communications\ShoreWare Server\Script\ hq_shoretel-start-svcs (make sure to run as administrator)
6. Reboot the server

Verify the old data is restored

1. Log into Director with your existing credentials
1. Check for your users, AA menus, switches, etc
2. Request a new license key for the new server