Moving existing projects to a new PC

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Atlas Can

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Jun 16, 2021, 7:41:35 AM6/16/21
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Hello, can I migrate my existing projects to a new PC using  New > Project from existing and select the folder path for the project?

Would it import the connections also so I can do retrieve and push or should I need to establish a new connection for every project?

I have a lot of projects I'm hoping to migrate to a new pc soon. What would be the best way to do this?

Thank you,
Atlas


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Scott Wells

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Jun 16, 2021, 10:58:29 AM6/16/21
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There are a few steps required for as clean/seamless a migration to a new machine as possible:
  1. Copy over the project folders which will of course include all project source and IDE config files. This does not include project-independent information such as connection details, only the connection associations for the project which are by connection name/CLI alias, nor does it include IDE-level configuration.
  2. Export the IDE-level configuration using File>Manage IDE Settings>Export Settings..., minimally choosing IlluminatedCloudSettings, but perhaps exporting everything if you want the new IDE install to behave just like the original. These are imported into the new environment using File>Manage IDE Settings>Import Settings.... This does include the connection configurations, but it does not include the credentials.
  3. Native connection credentials are stored in an encrypted form using the IDE's password safe which may itself use the host OS's native keychain. If KeePass is used, you can just copy the referenced .kdbx file; if the OS's native keychain is used, you'll need to use its export/import capabilities to migrate IC2 native connection credentials.
  4. For CLI-based connections (OAuth and scratch orgs), you'll just need to reauthorize non-scratch orgs and/or recreate scratch orgs using the same respective aliases so that existing project references to those names are restored.
That should do it. Let me know if you hit any issues along the way.

Regards,
Scott Wells
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Atlas Can

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Jun 18, 2021, 2:17:01 PM6/18/21
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For point 3.

Can I store the existing credentials to my orgs using KeePass in Windows without reconnecting them? (Can I grab the password from the IDE for example) Would I need to reconnect to all orgs after installing KeePass? If I can't, I guess I would need to create this .kdbx file first and copy it to the new PC right?

Thanks a lot for the help,
Atlas

Scott Wells

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Jun 18, 2021, 8:17:25 PM6/18/21
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You should just be able to copy the kdbx file over to the new machine and then point at it.

Regards,
Scott Wells

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