Use SQL backup and restore to migrate to Amazon RDS

Back up and restore is a way to migrate on-premises PI Vision data to Amazon RDS for SQL Server. Before you begin, review the official Amazon Relational Database Service (RDS) documentation for an overview of the Amazon RDS back up and restore process: Database Migration Step-by-Step Walkthroughs.

Pre-migration tasks

If you want to migrate your PI Vision database from an on-premises SQL database to Azure SQL Database, first you must complete the tasks listed below.

1. Upgrade to the latest version of PI Vision.

2. Upgrade the on-premises PI Vision SQL database to the latest version of PI Vision following Create and configure your PI Vision database.

3. Make sure that the migrating user has appropriate permissions to both the source and destination SQL Servers.

   1. For the source on-premises Microsoft SQL server, the user requires the sysadmin server role.

   2. For the target Amazon RDS for SQL Server database, the user needs to have the master user account for the Amazon RDS for SQL Server DB instance

   3. The migrating user needs permissions within AWS for related tasks such as being able to restore the SQL backup to an S3 bucket and modifying the options for the Amazon RDS for SQL Server database instance.

Perform the migration

To complete the migration using the back and restore process, follow the instructions provided by Amazon.

If you are switching to SQL authentication, you also need to Add permissions to the PI Vision database for web services. If you are using Windows authentication, you do not need to add any additional permissions.