Import Planio Backup into Redmine » History » Sprint/Milestone 1
Jens Krämer, 04/22/2021 08:34 AM
| 1 | 1 | Jens Krämer | # Import Planio Backup into Redmine |
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| 3 | ## Set up Redmine |
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| 5 | - Download the latest stable version of Redmine: http://www.redmine.org/projects/redmine/wiki/Download |
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| 6 | - Set up Redmine according to http://www.redmine.org/projects/redmine/wiki/RedmineInstall and point it to a fresh, empty MySQL database |
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| 7 | - Make sure this plain and empty Redmine installation works. |
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| 8 | |||
| 9 | ## Use the working Redmine installation with your Planio data |
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| 10 | |||
| 11 | - The Backup you can download from your Planio account contains a MySQL database dump, import that into another MySQL DB. |
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| 12 | - Change the database connection settings of your Redmine to point to this database. |
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| 13 | - The Planio backup also contains all the attachment data, move that to the *files* directory inside your Redmine installation. Uploads are segmented by year and month, the resulting folder structure should look like that: `redmine_directory/files/yyyy/mm/`. |
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| 14 | - Upgrade the database scheme to account for the new Redmine version http://www.redmine.org/projects/redmine/wiki/RedmineUpgrade#Step-4-Update-the-database |
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| 15 | |||
| 16 | ## Set up open source plugins (optional) |
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| 18 | - Planio comes with [Agile](https://www.redmine.org/plugins/redmine_agile) and [Checklist](https://www.redmine.org/plugins/redmine_checklists) plugins pre-installed. We provide the Pro versions, but the Free versions will work as well (minus the pro-only features). Simply install these into the `plugins` directory of your Redmine setup if you want to continue using them. |
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| 19 | - Install required ruby libraries for the plugins (repeat the `bundle install` command from the initial setup) |
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| 20 | - Upgrade the database scheme to account for updates in the plugins compared to the versions Planio runs (again, see http://www.redmine.org/projects/redmine/wiki/RedmineUpgrade#Step-4-Update-the-database) |
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| 22 | At this point you should have a working Redmine with your Planio data and optional Agile and Checklists plugins. |
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| 24 | ## Things you will lose when moving away from Planio |
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| 26 | The following modules are developed in-house by us and are only available to Planio customers: |
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| 28 | - Help Desk |
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| 29 | - Storage |
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| 30 | - Chat |
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| 32 | All corresponding data is included in the DB dump and files directory but lacking the plugins it will simply be ignored by your Redmine installation. |
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| 33 | |||
| 34 | ## Troubleshooting |
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| 35 | |||
| 36 | ### Delete custom field definitions for Planio data types |
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| 37 | |||
| 38 | ~~~sql |
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| 39 | DELETE |
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| 40 | custom_fields, custom_field_enumerations, custom_fields_projects, custom_fields_roles, custom_fields_trackers, custom_values |
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| 41 | FROM |
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| 42 | custom_fields |
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| 43 | LEFT JOIN custom_field_enumerations ON custom_field_enumerations.custom_field_id = custom_fields.id |
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| 44 | LEFT JOIN custom_fields_projects ON custom_fields_projects.custom_field_id = custom_fields.id |
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| 45 | LEFT JOIN custom_fields_roles ON custom_fields_roles.custom_field_id = custom_fields.id |
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| 46 | LEFT JOIN custom_fields_trackers ON custom_fields_trackers.custom_field_id = custom_fields.id |
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| 47 | LEFT JOIN custom_values ON custom_values.custom_field_id = custom_fields.id |
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| 48 | WHERE |
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| 49 | custom_fields.type IN ('CompanyCustomField', 'ContactCustomField', 'StorageFolderCustomField', 'StorageFileCustomField'); |
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| 50 | ~~~ |
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