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Bitrix24 migration: Cloud-to-self-hosted

Why "migrate" from the cloud version of Bitrix24 to the on-premise edition, how to prepare correctly for the migration and what surprises you may be waiting for along the way - we will try to understand in the article.

First, let's look at the advantages and disadvantages of the cloud version and on-premise edition of Bitrix24 and the signs that it's time for you to migrate to the on-premise version.


Advantages of the cloud version of Bitrix24

The main advantage of the cloud version of Bitrix24 is that to gain access to the portal, you just need to pass a simple registration. And everything related to the support and development of the portal is provided by the supplier (Bitrix24 team).

In addition, 1C-Bitrix provides security of access and storage of information. In the case of the on-premise edition of Bitrix24, you only get a license key. All software must be installed independently and on its own server hardware. From now you will also have to do technical support by yourself.

Advantages of on-premise edition Bitrix24

Cloud service has limited ability to configure and modify. If there are not enough functions, you can find a suitable extension in the application store - Marketplace. If this is not enough, it's time to think about the on-premise edition of the product.

Advantages of on-premise version:

  1. Access to the administrative panel with many settings.

  2. Access to the server with the program itself and the database.

  3. Access to the API, which allows you to integrate Bitrix24 with other systems.

  4. Open source code that allows you to customize the system for your individual requirements.

The ability to modify and integrate with other systems is the main reason why the customer initially chooses the on-premise edition of Bitrix24  or switches from the cloud version of the product to a on-premise version.

Seven reasons for moving from a cloud to a on-premise version

It's time to think about moving from the cloud to the on-premise edition, if you need to:

  1. Customize the interface and business logic.

  2. Change the appearance and location of menus, widgets and other items.

  3. Integrate Bitrix24 with any third-party programs, such as 1C, MS Exchange Server, Active Directory (AD / LDAP), Asterisk and others.

  4. Ensure data storage on internal servers.

  5. Have backup copies of the portal to recover data from the past days.

  6. Create new software modules with the necessary functionality.

  7. Create complex business processes that have a user-friendly interface.

The first step. Purchase of license key B24

The decision on moving is accepted, what to do next?

First you need to purchase a license. To get acquainted with the cost of the on-premise edition and the differences between the editions, you can go to the prices section on the official website. After acquiring the license, you need to register the key - the migration is possible only with the active commercial key "Bitrix24". Register a license key and check whether it is active, you can on the website of 1C-Bitrix.

The information on the activated key looks like this:

Next, create a domain name for the portal and bind it to the IP address of the server where it will be located. That is, we assign the A-record to the portal domain. Typically, the portal uses a subdomain to the main site. For example, if the site domain is example.com, then for the portal we create a subdomain called crm.example.com or portal.example.com.

Selection and preparation of the server for on-premise edition

Before the technical support will give you a backup, you need to take care of the server on which we will deploy Bitrix24. The server can be hosted by your company or hosting provider.

We recommend using the second option and not buying a separate server. Cloud hosting is a fairly reliable and inexpensive platform for allocating resources. The main advantages of a cloud server are:

  • the cost of operation for cloud hosting is often lower, you pay only for the resources used;

  • scalability - you can easily increase RAM and disk space;

  • data protection and recovery - all data in the cloud is securely protected and recovery is provided by automatic backup of information to an adjacent server;

The hardware requirements are calculated individually, based on your tasks and the number of active users of the portal. To deploy a small portal, you need:

  • SSD hard drive with a minimum capacity of 100 GB;

  • 8GB RAM or more;

  • Intel Core i7 processor or better.

For better work of the portal, it is recommended to install the "Bitrix Environment" package. Also, as a server software, you can use the BitrixVM virtual machine environment.

Contact Technical Support

Data transfer from the cloud to the self-hosted version of Bitrix24 is carried out by request to the technical support service 1C-Bitrix. You can contact the technical support via the 1C-Bitrix website, or via chat in your portal. You should send them the following data:

  1. The license key with the number of users is not less than the number of users in your portal in Bitrix24. If you purchased licenses for additional users, you will also need a coupon for additional users.

  2. The name of your portal in Bitrix24.

  3. Authorization data (login and password) of the user who created your cloud portal on Bitrix24.

  4. The date after which technical support can start preparing the backup (the last day of portal work in the cloud version).

  5. Acknowledgment that you have read and agree with the terms of the portal migration.

After you have sent the necessary information to the technical support, you will need to coordinate the date with a technical support specialist (specialist will tell you the nearest suitable date). Preparation of backup takes from one to five working days, depending on the amount of your data in the cloud.

Specialist can make the backup only in working hours (Mon - Fri from 10 to 19 Moscow time). During the backuping, it is not desirable to use the portal because all new entered data can be lost. Backup will be done only once, so it's important to prepare your portal in advance, before the date of the making of backup.

Bitrix24 cloud recently moved to the amazon.com  server. Therefore, the data transfer rate became lower than it was before. Daytime 5-6 Mb/s, and at night falls to 400 Kb/s. But it also depends a lot on what region your server is in.

Deploying the on-premise edition on the server

After the support will unload your backup, you need to deploy it on the selected hosting. Before recovery, you need to make sure that your web-server has at least three times more space on disk than the backup size. In the end, you get an exact copy of your Bitrix24 portal with all the data. The administration panel will also appear in the portal web-interface. For authorization use the login and password of the account on the Bitrix24 portal.

How to migrate portal users

At first glance, everything is quite simple: we buy a license, activate it, request a backup from 1C-Bitrix support, and deploy it on our server. But it's so simple at first sight. After your portal has migrated and all data is transferred, there can be some difficulties.

The most common problem is the relocation of user accounts for the portal. After moving, users will not be able to log in with their old password. There are two ways to solve the problem - you can use the password recovery form in the portal or the administrator must manually reset the passwords of such users.

Troubles with extranet users

It is known that extranet users will be disabled after portal  moving. The problem is solved by reinstalling the extranet site in the on-premise version. But sometimes there can be such errors:

  • an extranet users can not send messages to "Activity Stream", use chats and tasks;

  • an extranet user can enter the portal and only look at what is happening in it;

  • an extranet user can receive messages, but can not send.

In this case, contact Bitrix24 support.

How to migrate telephony

Another task that arises after moving the portal is the migration of telephony. If an office PBX has been connected to the cloud portal, its account must be moved from the cloud to the hosted version separately.

Basic steps:

  • write to the technical support service Bitrix24 with a request to migrate the PBX account;

  • send to the technical support contracts and documents for connecting telephony(for example for Asterisk, Mango, Comagic);

  • for the correct work of telephony and alerts in the portal, you must install an SSL certificate.

Cloud applications - a new installation

It is known that after moving the portal some applications that were installed in the cloud do not work. You need to reinstall them. Sometimes not all applications work even after reinstallation. For example, "Document Generator". Sometimes it is necessary to additionally reconfigure document numberers, set access rights for employees, assign access rights to document templates, etc.

Bitrix24 has changed a lot lately. It became better and more difficult. This led to additional problems when moving portal to your server.

What other surprises may arise

Few days there may be different errors. Moving from cloud to self-hosted portal is sometimes accompanied by errors:

  • Only part of the comments to the task is shown, but not all.

  • You can not create a task from an email.

  • Crash in the work of chatbots.

  • Frequent logging out.

  • If in business processes there are absolute references to documents, it will be necessary to correct business processes.

  • The structure of the menu in the cloud and self-hosted portal does not match or there are insignificant differences. In this case, you need to go to the portal structure settings and make corrections there.

  • Some commands in the list of items may not work, for example, "Copy".

  • Opening documents via Google Docs may not work. You need to create and configure a separate Google Docs account for self-hosted Bitrix24.

  • Problems with the mobile application module.

  • Setting tasks and sending messages in "Activity Stream" - you need to configure the domain and add an MX-record.

  • It is also necessary to configure a backup settings and proactive protection against hacker attacks.

  • Migration of the portal can take from 2 to 7 days. Downloading a 400 GB portal from the amazon.com data center, where the Bitrix24 cloud is located, can take up to 2 days.

  • Portal auditing is required before migration. It includes an analysis of all functions, applications, business processes that employees use in the portal. This will allow you to highlight the critical functionality and focus on it first.

Solving these tasks is not easy even for an experienced administrator. There are many nuances and subtleties in the work of Bitrix24. Our specialists can perform the entire complex of tasks for migrating, setting up and launching a self-hosted portal.

Conclusion

Having not only positive, but also negative experience, we understood much more deeply the difficulties of migration of the Bitrix24 portal. We have learned from our mistakes and will help you not to make your own.

We objectively evaluated the costs and prepared the actual prices for the migration of Bitrix24 from the cloud to the self-hosted edition:

Description of the work

Approximate price, USD

1

The migration of the portal with size up to 100 GB

450

2

The migration of the portal with size from 100 to 400 GB

500

3

The migration of the portal with size more than 400 GB

550

4

The portal audit

200


You can order the migration and audit by filling out the form above.