Move Plane instance to a new server Commercial Edition

Switching to another machine is straightforward on the Commercial Edition.

Prerequisites

Before we dive in, ensure:

• You’re running Plane's Commercial Edition.
• You have a different machine with our standard config to migrate to.
• You understand the same domain will be used to host the app as the current machine.

WARNING

If you need to change your domain during migration, contact our support team for assistance.

Steps

1. Delink licenses
   Log in to Plane on your current server. Head to each paid workspace like Pro or Business and delink the licenses. This will free up the licenses for activation on your new server. Ideally, you have just one paid workspace.

2. Backup data
   Create a backup of your Plane instance with ↓:

   prime-cli backup

   This command will generate a backup file in the path: /opt/plane/backups.

   WARNING

   Prime CLI is for Docker installations only. These commands only work on Plane instances originally installed using prime-cli.

3. Set up Plane on the new server
   Follow the installation guide to deploy Plane on the new instance.

4. Transfer backup files
   Copy the backups folder from the old server, created in step 2, to the new server. Place the backup in the folder /opt/plane.

5. Restore data
   On the new server, restore your data with ↓:

   prime-cli restore

   Follow the prompts during the restore process to make sure everything is set up correctly.

6. Reactivate license
   Finally, reactivate your license keys on the new instance.

This should get your Plane instance up and running on the new server.