How to copy the configuration to another machine

Solution

Policy Patrol 8 and later:

Yes you can copy the Policy Patrol configuration as long as both installations are running the same Policy Patrol version, e.g. both are running version 10. To do so, follow the next steps:

On the source machine:

  1. Close the Policy Patrol Administration console.
  2. Stop the Policy Patrol Email Server Service.
  3. Copy the PolicyPatrolEmail.edb file in Program Files\Red Earth Software\Policy Patrol Email\Data (32-bit) or Program Files x86\Red Earth Software\Policy Patrol Email\Data (64-bit).
  4. Start the Policy Patrol Email Server Service.

On the destination machine:

  1. Close the Policy Patrol Administration console. 
  2. Stop the Policy Patrol Email Server Service. 
  3. Replace the PolicyPatrolEmail.edb file in Program Files\Red Earth Software\Policy Patrol Email\Data (32-bit) or Program Files x86\Red Earth Software\Policy Patrol Email\Data (64-bit). 
  4. Delete all files from the folder ConfigInstance (located in the Data folder). 
  5. Start the Policy Patrol Email Server Service.

Policy Patrol 7:

Yes you can copy the Policy Patrol configuration as long as both installations are running the same Policy Patrol version, e.g. both are running version 7.  The instructions below must be completed on the Policy Patrol machine itself, and not from the Remote Administration Console. During the importing/exporting of configuration files, your IIS Admin service (32-bit) or Exchange Transport Service (64-bit) will be stopped momentarily (you do not need to manually restart them).  Because of this, you will lose mail connectivity for a few moments while the importing/exporting is taking place.

Part One: Exporting a Configuration File

  1. Open your Policy Patrol Administration Console on the source machine.
  2. Select your local server.
  3. Select File in the menu.
  4. Select Export configuration.
  5. When prompted about restarting IIS Admin (32-bit)/Exchange Transport Service (64-bit), choose Yes.
  6. Choose the location where you want to save the configuration file.
  7. Click Save.

Part Two: Importing a Configuration File

  1. Open your Policy Patrol Administration Console on the target machine.
  2. Select your local server.
  3. Select File in the menu.
  4. Select Import configuration.
  5. When prompted about restarting IIS Admin (32-bit)/Exchange Transport Service (64-bit), choose Yes.
  6. Select the configuration file you previously exported.
  7. Click Open.
  8. Only if you are quarantining emails: If you also want to move the contents of the monitoring folders, you must copy the entire contents of the Monitoring folder on the originating machine (by default C:\Program Files\Red Earth Software\Policy Patrol Email\Monitoring) to the Monitoring folder on the destination machine.
  9. Only if you are using anti-spam: Go to Local Server > Advanced > System Parameters. Update the IP addresses/host names for the following system parameters: SYS_CR_LINK and SYS_WEBMAN_PATH (these system parameters are only appicable if you are using Challenge/Response or the Web Manager respectively). Note that if you have not installed the Web Manager the SYS_WEBMAN_PATH system parameter will not exist.
  10. Only if you are using the Web Manager: Go to Settings > Web Manager options. Update the web manager link to include the new IP address/host name.

Properties

Last Review: 2016-01-27 05:31:04 UTC

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