High-level PVE install steps

The following steps are a high-level view of the PVE install process.

1. Provide Papervision Enterprise installation files to client

2. Validate client environment is ready for upgrade/migration (credentials, servers, etc.)

3. Configure Roles and Features on PVE-hosting server

4. SQL Papervision database (create or migrate existing DB)

   1. Create backup of existing PVE database and restore on new server

   2. Create new PVE database if brand new PVE environment

5. Install PVE software

   1. Configure PVE services to use provided service account

   2. Connect to PVE database

   3. Create PVE website using provided service account

6. Configure PVE admin settings

   1. Update automation services to run required tasks

   2. Update new PVE paths

   3. Validate security settings

7. Verify image location is already available (create, if not)

8. Apply security settings to allow PVE service account to access PVE folder (Read/Write/Delete)

9. Migrate images to new server (if applicable)

   1. Use Robocopy script to complete

      1. Perform in powershell to see full details of the move

10. Update image path, for datagroups in PVE, to new location (if applicable)

11. Validate login to PVE website and search functions as intended

12. Configure PVE website to us HTTPS (if applicable)

13. Test PVE website with HTTPS (if applicable)

14. Provide Admin and User training for client

15. UAT