1. When the customer is ready to migrate, log into 4.0 admin: storesonline.com/admin/login

2. Search for the 4.0 license.

a. If the license appears, move onto step 3.

b. If the license does not appear, the ticket must be sent to Dan Lincoln for him to restore the 4.0 license. Once restored when you search it will appear. Repeat step 2.

3. Edit the account and change the status to P000.

4. Go to IDB search license and edit license

5. Select gear and select migrate to pro

a. Rebrand license as Stores Online Pro Platinum

6. Go to storesonlinepro.com/admin

7. Select migrate on the left and place license number in the search bar. Then select to migrate license. Email will be sent when done.

8. Open up new migrate v7 license in chrome and old v4 license in Firefox.

9. View ordering rules and make the ordering rules the same in v7 as they were in v4.

a. You will need to remove conditions that are blank and don’t need to be there.

b. Some conditions will need to be redone so they will work with v7.

c. You will need to add all calculations.

d. The ordering rule might not always look the same as some 4 conditions are not always needed with v7, so use your ordering rule skills to make sure that they do the same thing.

10. If the customer account is in Aria, no subscription work is needed.

11. If the account is not in Aria, create a new subscription for $29.95/month hosting and set the start date to 3 months from your date.

12. In the new v7 license in IDB< edit license and generate a new password.

13. Send the customer the Migration email from fulfillment@storesonline.com (Migration email will be shown at the end of this document).

a. I save the migration email as signature so I just open a blank email and select that one as my signature to send it.

b. Replace name with customer’s name, license number with their license, and password with their newly generated password that you created.

14. Congratulations! You have successfully migrated a v4 license to v7!!!

301 REDIRECTS:

Once the customer has completed moving their license to v7 and they have made all of their URLs to exactly match the URL from the v4 license, we move the domain from their v4 license to their v7 license. A 301 redirect must now take place.

1. Move “Billed” flag off V4 license and on V7 license (under Edit License)

2. Move domain to v7 license in IDB.

3. Go into v7 license and add domain under Site: More. Make sure it is marked primary and subdomain.

4. Log into v4 admin: storesonline.com/admin/login

5. Search for v4 license.

6. Edit license.

7. Change status to R000

8. Congratulations! 301 Redirects are now complete, but it can take 3-4 hours for the system to update the domain change.

9. Go into the V7 license and Publish. In the comments, put “Migration”.