Steps to Be Taken to Manually Backup Required Files on an iFIX 3.

5 or Prior System
(Source Machine) and Manually Restore to your iFIX 5.1/5.5/5.8 (Target Machine).

Source Machine (eg. machine running iFIX 3.5 or prior)

1. Launch the SCU and click Configure and select Security - click Edit then select
Configuration and then click the "Disabled" radio button to disable the security
then click OK - this will disable the security temporarily.

2. Report Out the existing iFIX user security information:

(a) Click Edit then select Configuration and then click the "Disabled" radio button
to disable the security then click OK - then click the X to close the SCU and click
Yes to Save Changes.

(b) Click File then select Export and save the security file information to
Dynamics\LOCAL directory as Security.RPT file.

(c) Click Edit and then select Configuration and then click the "Enabled" radio
button to reenable the security then click OK - then click the X to close the SCU
and click Yes to Save Changes.

3. Manually backup all .CSV, .CFG and .DAT files in the Dynamics\HTR directory.

4. Manually backup all .H04, .H08 and/or .H24 files for each listed node under the
Dynamics\HTRDATA directory.

5. Manually backup ONLY the Security.RPT file in the Dynamics\LOCAL directory.

NOTE: It is recommended that a new SCU file be created manually for the new node
on the new IFIX machine and not to backup existing *.SCU files on the source
machine/restore to target machine due to potential issues with iFIX security; path
configuration differences; etc.

6. Manually backup all .GRF, .TGD and the User.FXG files in the Dynamics\PIC
directory - NOTE: If you have created any custom color tables (.FTB) or custom
dynamos (.FDS) these should be backed up as well.

7. Export the existing iFIX database file and any I/O driver configuration files,
saving each as a .CSV file and then manually backup these .CSV files as well as the
AlarmAreas.AAD, any .PDB; any .EVS files, and any driver configuration files (eg.
*.ABR, *.MB1, etc.) in the Dynamics\PDB directory.

8. Manually backup all files in the Dynamics\RCC directory - (as applicable).

9. Manually backup all files in the Dynamics\RCM directory - (as applicable).

10. Finally, if security is enabled, then re-enable User Based Security on the
source machine by opening the SCU and clicking on Configure - Security then the Key
icon in the Toolbox to launch the Configuration then click the Enabled radio button
and click OK and Click on the "X" to close the Security Configuration and then
click the "Yes" button when prompted with the message "Configuration has changed.
Save new changes?"

Target Machine (eg. machine running iFIX 5.1 or higher)

1. Manually restore the backed up directories/files to the target machine as

follows:
(a) Restore all backup files from the Dynamics\HTR directory to the Program
Files\Proficy\Proficy iFIX\HTR directory;

(b) Restore all backup files from the Dynamics\HTRDATA directory to the Program
Files\Proficy\Proficy iFIX\HTRDATA directory;

(c) Restore all backup files from the Dynamics\LOCAL directory to the Program
Files\Proficy\Proficy iFIX\LOCAL directory;

(d) Restore all backup files from the Dynamics\PIC directory to the Program
Files\Proficy\Proficy iFIX\PIC directory;

(e) Restore all backup files from the Dynamics\PDB directory to the Program
Files\Proficy\Proficy iFIX\PDB directory;

(f) Restore all backup files from the Dynamics\RCC directory to the Program
Files\Proficy\Proficy iFIX\RCC directory;

(g) Restore all backup files from the Dynamics\RCM directory to the Program
Files\Proficy\Proficy iFIX\RCM directory.

2. Create a new SCU file and configure the file as required, making certain to
change the node name (as required).

3. If security is to be enabled on the target machine, open the Security

Configuration in the SCU and click File then Import and import the restored
Security.RPT file.

4. Recreate all user passwords for each of the Users prior to enabling security (as
failure to do so will lock all users out of the iFIX system).

5. Finally, once the security information has been imported, and the user passwords
have been recreated then reenable User Based Security by doing the following:

(a) Click the Key icon in the Toolbox to launch the Configuration.

(b) Enable the User Based Security by clicking the "Enabled" radio button and click
OK.

(c) Click on the "X" to close the Security Configuration and then click the "Yes"
button when prompted with the message "Configuration has changed. Save new
changes".

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