At the further development of our products we attach great importance to the update capability. Therefore it is possible to migrate also older database levels of Password Safe in a current version. The migration of the data is made by means of a PSX backup, which can be created from version 4 on. The backup can always be stated at the creation of a new database (client and server) in the database assistant.

 

Preconditions

Before you migrate your database to the current version, you should create a backup. We suggest to do a copy of the database file, as well as a "PSX backup", which you can use for the migration later as well. Make sure additionally that you have the necessary passwords (database password, administrator password, etc.).

 

If you should already be a version 5 customer with silver or gold software maintenance, check before an update, if your software maintenance is still valid and request new licenses. If yes, you can upgrade to the current version for free. If you are a v4 customer or v5 customer with bronce support, please purchase the accordant new licenses before the update. Our sales team would be pleased to make you an offer (sales@passwordsafe.de).

 

Proceeding:

Make sure that you have a current PSX backup available before the upgrade. You can create a PSX backup via the automatic backup (server-side) or via the client (under file -> export).

 

Check before, if you have the database password and the administrator password of the Password Safe database user. If the backup is stored on a network share, make sure that you have got the data of the user available.

 

Download and install the new Enterprise server now. The Enterprise server hast to be completely new configured at the first start. Follow the instructions of the setup assistant. Afterwards add a new database by means of the database assistant. In the database assistant you have to state the PSX backup, in order that the data is migrated after the creation of the new database.

 

After the creation of the new database you have to define the database firewall in order that the database can be accessed. To do so do a "click with your right mouse button" on the database name in the database overview and choose the accordant menu item in the context menu there.

 

If the rules for the firewall have been defined correctly, you can now create a new "network logon" profile for the clients, if the module "network logon" has been licensed.

 

Afterwards create new "backup time schedules" via edit -> manage backup time schedules. Please do not forget to configure the login of the service on a user at a backup on a network share.

 

Optionally "task’s", that means automatic messages or functions can be activated in version 6 now. An example function would be an automated email at a certain event (edit password or seal unblocking). You can configure the task system under edit -> manage system task.

 

In version 6 the automatic Active Directory login is only made if it has been activated at the server. To do so click on edit -> server options. Under "safety parameters" the automatic "windows authentication" can be activated. Enter the name of the domain in the description field. If your domain is for example called "MyCompany.local", you only have to enter "MyCompany" here.

 

In order to increase the protection additionally, a hacker protection has been integrated, which you can also configure at the "server options". The more options  you activate, the "harder/stricter" the protection mechanism is. If a user has been locked due to hacking suspicion, you have to delete it in the "database firewall" and in the "locked users ", in order that the user gets access again (according to the configuration).