1. Move your licenses and the BPM server.
Follow the detailed guideline about moving the active license and the BPM server components (i.e, the Web application, the Scheduler service), as described at the official documentation at http://help.bizagi.com/bpmsuite/en/index.html?management_console.htm (the chapter mentioning "move a server").
Recall that the above procedure requires a connection between your current Bizagi BPM server and the server to be designated as the new BPM server.
Checkpoint: upon completing this procedure, you should be able to verify that your new BPM server is operational. However, note that this new BPM server is accessing to the database at the current database server.
2. Move uploaded documents (if applicable)
Consider if you need to relocate the uploaded documents as well (optional). This applies mainly when storing such documents in a file server, and when you will relocate a new server for this purpose as well.
This step is not applicable when using an ECM system, for instance, as your documents repository.
To move uploaded documents, make sure you copy the physical folders containing these documents into the new location. When doing so, make sure you reconfigure this new location in Bizagi, through the upload path parameter and by using the Management Console, as described at http://help.bizagi.com/bpmsuite/en/index.html?enviroments_configuration.htm.
Checkpoint: upon completing this procedure, you should be able to verify that old cases can access already uploaded documents. If you did modify the upload path parameter, running an IISReset may be required.
3. Move the database.
To change the location of your database server, create a backup of your Bizagi database and restore it at the new database server.
If you are using SQL Server, creating a full backup and restoring is done through SQL Server Management Studio, as described at http://help.bizagi.com/bpmsuite/en/index.html?studio_backupsql.htm and http://help.bizagi.com/bpmsuite/en/index.html?studio_restoresql.htm.
If you are using Oracle, creating a database backup and restoring it is done through the export datapump and import datapump utilities, as described at http://help.bizagi.com/bpmsuite/en/index.html?studio_backuporacle.htm and http://help.bizagi.com/bpmsuite/en/index.html?studio_restoreoracle.htm.
Checkpoint: upon completing this procedure, you will have two identical instances of your Bizagi database. Only after ensuring this (that the database was successfully restored at the new database server), proceed to delete the instance at the old database server. You may choose to set it offline, rename it, or detach it instead if you are not completely certain of deleting it.
4. Reconfigure the new BPM server to access the new database server.
To easily reconfigure the database connection used by your new BPM server, use Bizagi Management Console to open the newly registered project at the new BPM server (this new project was produced when using the "move server" option).
To do so, use the open existing project option. Bizagi Management Console will show a prompt for you to reconfigure the database connection. Use the appropriate credentials and reference to the new database server.
Checkpoint: at this point, you may see that both the new BPM and new database servers are operational. However, you still need to ensure that your project environments location is updated within the Bizagi configuration, in order to avoid potential issues in future deployments.
5. Reconfigure the environments mapping for Bizagi deployments.
To ensure that future deployments will have accurate references of your production environment, (in other words, targeting the new servers instead of the old ones), ensure the following:
If you are relying on the Advanced Deployment tool (http://help.bizagi.com/bpmsuite/en/index.html?advanced_deployment.htm) for process deployments, update the value of the DSNDB key as configured inside of these files: Export.exe.config, CreateImport.exe.config and ApplyImport.exe.config. The value of the DSNDB key should specify the connectivity to the new database server.
If you are using the One-click Deployment feature instead (http://help.bizagi.com/bpmsuite/en/index.html?one-click_deploy.htm), then you may modify the deployment map at the development environment and review this setting when configuring a new deployment to the production environment through the One-click Deployment.
Checkpoint: at this point you may carry out further configuration tasks of your system architecture such as: reconfiguring the BPM server's IIS SMTP service if being used, applying/verifying any customizations done in your project (e.g, any special web.config keys being used such as the ones for case links in e-mails, any style overrides, any proxy server configuration that points to your BPM server, or possibly additional .dll components placed at the bin folder).
Only after ensuring that your new location is fully considered by your infrastructure, you may proceed to delete the components at the old BPM server.