Migrate SmarterMail to a Different Server

A system administrator may need to move SmarterMail to a different server because they are moving to a more powerful server or changing hosting companies and need to move to their servers. SmarterTools makes it easy by allowing you to have 2 instances of your SmarterMail license running on 2 different servers for up to 30 days. At the end of the 30 days, the "old" license then needs to be uninstalled and should no longer call back to the SmarterTools' licensing servers.

Before starting the move process, add new MX records to your domains in DNS for the new server and allow 24-48 hours for the records to propagate through the Internet. Doing so will help ensure that you do not lose any mail. SmarterTools also recommends ensuring your license key can be activated again before beginning the migration process. This information can be found in the Licenses section of My Account. If a license has used up its allotted activations, a Reset Activations button can be seen. 

NOTE: If you have SSL or TLS configured on any ports, the certificate being used must be exported (containing the private key) from the original servers certificate store. It then needs to be imported into the new server’s Personal folder within the certificate store. 

This article applies to recent versions of SmarterMail. View articles for SmarterMail 15.x and earlier.

Follow this steps to migrate a SmarterMail installation to a different server:

  1. Install SmarterMail on the new server and follow the instructions for setting up IIS if you plan on using it instead of the SmarterMail Web server.
  2. Stop the SmarterMail Service on both servers.
  3. Copy all .xml and .dat files from the Service directory of your install path from your old server to your new one. By default that path will be C:\Program Files (x86)\SmarterTools\SmarterMail\Service. Note that mailConfig.xml and domainList.xml are the only files absolutely required to be copied over.
  4. Copy all domains folders from their directory on the older server to the same directory on the new server. By default the path domains are stored in is C:\SmarterMail\Domains
  5. Start the SmarterMail service on the new server.
  6. Log in and re-activate the software on the new server.
  7. If you change the path to your domains, you would need to edit your domainList.xml file accordingly to reflect the new paths.
  8. If your IP address or other DNS info changes, update the corresponding setting in SmarterMail and restart the SmarterMail Service (or reboot the server) to make the change effective.

NOTE: These steps assume that the domain data is stored in the default C:\SmarterMail\Domains directory and that the product is installed in the default location.

 
Learn more about using SmarterMail for your email accounts and company-wide chat.

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I'm planning on moving one of my Smatermail servers to a Windows 2012 system.

I see that Smartermail 11.x says that there are some work arounds that need to be done to make sure it will run smooth but I coudn't find any direct references to it at the KB pages.

Could someone point it out?

Diego Santos (February 19, 2014 at 11:03 AM)
There are no know issue with SmarterMail on a Server 2012 box. We have many customers that have 2012 with SmarterMail running and no issue or work arounds needed.
Brian Ward (February 19, 2014 at 12:23 PM)
this article is spot on. Smartermail is One of the smoothest and easiest to work on. I just migrated my Smartermail from one 2012 server to another 2012 server.
it was soooooo smooth, i say smoother than the silk (if possible ;)

Bilal Mahmood (February 26, 2014 at 7:32 AM)
Hello, great product !

I'm moving domains from a custom MAIL folder on an old server to the default location on the new box. Will the above work or can you think of other things to change ?

Thanx

Michael Holcer (November 19, 2014 at 7:25 PM)
Hi Michael,

I believe this article would be better suited for what you're looking to do. Let me know if you have any questions.

http://portal.smartertools.com/kb/a2726/move-a-domain-from-one-smartermail-server-to-another.aspx

Andrea Rogers (November 20, 2014 at 8:36 AM)
I have SM 13.x (enterprise) and backup SM 13.x (free) mail server. I plan to move only the primary mail server at this time.

Could someone at SmarterTools update this document to include information on changes that would need to be made to the backup mail server?

Is it as simple as changing/adding the IP address (Settings > Routing > Incoming Gateways) on the backup mail server to the new IP address of the primary mail server?

Scott Jibben (November 22, 2014 at 3:30 PM)
What options do we have if we don't have access to the files on the source system but do have administrator access?
David O'Leary (February 26, 2015 at 10:49 AM)
Do you manage the SmarterMail server or do you get it as a hosted service? I ask because some companies will have the Domain Admin access but don't manage it on their servers.
Andrea Rogers (February 26, 2015 at 11:01 AM)
Important to know: When you performed the migration don't forget to export the certificate (with the associated private key) from the Certificate Store MMC. This certificate would need to be imported into the new server's Certificate Store, you would then need to export this certificate to Base-64 and configure the SmarterMail ports with the newly exported base64 .cer file.
Martin Blanchette (May 27, 2015 at 10:32 AM)
Hi there
1) I need to migrate mail accounts from 6.7 to version 13 - will the same process apply?
2) If I could also ask does the migration tool handle migrating from a remote SmarterMail server not under my control? ( I have a domain on a shared hosting account using SmarterMail and would like to move these mail boxes to our SmarterMail server)
Thank
Brad

brad (June 3, 2015 at 8:24 AM)
1) We recommend migrating to the same version. So either perform an upgrade on your current server to 13 and then migrate, or install version 6.x on the new server and upgrade after the data has been moved.
2) In this case, you'll need to request your domain folder from your provider. Then add this folder to your server files. This article should explain a bit more on those steps: http://portal.smartertools.com/kb/a2875/move-smartermail-from-hosted-to-self-installed.aspx

Andrea Rogers (June 3, 2015 at 8:55 AM)
Hi
For a migration of SM13 on W2003 to SM14 on W2012 is anything more to know than your instruction on top of that page?

Thanks
Urs

Urs Bärtschi (August 27, 2015 at 7:33 AM)
That should be all you need! Just keep in mind that SmarterMail 14.x requires .NET 4.5 Framework (which shouldn't be an issue with W2012).
Andrea Rogers (August 27, 2015 at 8:15 AM)
Thanks for your answer.
Urs Bärtschi (August 28, 2015 at 2:09 AM)
I just completed a migration from Server 2003 Enterprise Edition to Server 2008 R2 and the only issues I found with this article is that BEFORE you move onto step 2 you need to MAKE SURE you do the "Begin Setup" when the interface launches....if not you will have problems!! after you do the "Begin Setup" portion then move onto step 2......also before you move onto step 5 you need to check to make sure the ports are open in your "Windows Firewall" for some reason the installation program does NOT do this for you so you will have to set a rule manually. Other then those 2 small little steps this article is ON POINT!!
James Civitello (September 4, 2015 at 8:50 AM)
9. If you changed your path you need to update all of your locations in General Settings, Protocol Settings, Log Settings, Storage Message Archive, Domain Defaults

10. Don't forget to create and/or change location of C:/ClamQuarantine

J Lee (April 22 at 8:45 PM)
do not forget to copy the content of the spool directory too
Richard Frank (May 17 at 4:50 PM)

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