Migrating to a Different Server

Metaforms supports seamless project migration between Decipher servers. This helps when you need to move a study across regions, consolidate servers, or align with client hosting preferences - without rebuilding your project from scratch.

Accessing the Migration Option

You can start a migration directly from your survey project:

1. Hover over the Sync button in the top-right corner.

2. Click Migrate to open the Migration Wizard.

On hovering over the Sync to Decipher button, you can also see the current server of the Project.

Step 1: Setup Info

Before starting, review the key details shown in the Setup Info screen. Migrating a project will:

• Move all survey-related files, including any additional uploaded files.

• Exclude .txt files - Metaforms cannot migrate .txt files to Decipher.

After migration, existing users on the previous server may lose access to the survey.

Click Continue to proceed.

Step 2: Choosing the Destination Server

In this step, you’ll select where the project will move.

• Select the Decipher server you want to migrate the project to.

• The current project’s server will appear pre-selected for reference.

Once selected, Metaforms will connect to that server using the stored API credentials.

Click Continue.

Step 3: Choosing a Project Creation Method

Next, choose how you want the project to be created in the destination server. You have two options:

1. Create a New Project

   • This option creates a new project in the selected Decipher server.

   • You can optionally specify a custom subdirectory and path for where the new project will reside.

1. Import and Migrate to an Existing Project

• Choose this if the destination project already exists.

• Metaforms will migrate the survey files and overwrite the corresponding content in the selected project.

Click Start Migration to start the process.

After Migration

Once migration is complete:

• Metaforms will display a confirmation message with the new server path and project link.

• You can continue working on the survey from the new Decipher server immediately.