A "Web Server Move" for Commerce5 is defined by any change in the FTP / SFTP (web server) credentials

Even changing a password or folder path would still be defined / billed as a "web server move" since we would then need to update every area of C5 where these credentials are used

Most often, these areas are the Product Upload (Products.csv, Extra.csv, Updates.csv, Images.csv, etc.); as well as, the "SFTP Setup" tab of the C5 App which controls the upload of images from a source folder on the SQL Server (typically the CP TLD directory) up to the web server (typically ../urapidflow/import/images/ directory)

You can see there the directory is for the .bat files for both the Image and Product sync by looking at the "Actions" tab in task scheduler:

The typical credentials needed are:

Protocol: FTP / SFTP / SSH etc.
Directory: ../urapidflow/import/images

If any of the above change, this would qualify as a web server move

Image Upload

The SFTP setup tab in the C5 app defines the credentials and directories (source and destination) to be used in order to push images from the sql server to the web server:

The "test file paths" button will show a "Green check" and the directories text color will change to green if all is well; red text will indicate one or more file paths are incorrect

You can edit any of the credentials for the Web Server here in the C5 app (in order to change / setup the image sync)

Once the credentials are valid and / or you'd like to check the FTP sync, one can check the "Synchronize FTP" checkbox and click execute on the Perform Tasks tab

Note: two important tables (in the CPMAGENTO DB) to consider for the Image Sync is the FTP_CFG_PATHS table (holds directory values) and the FTP_REMOTECACHE table (this table holds a record of images synced to the web server - if you deleted an entry from this table, C5 would then try to sync the image anew - since it would no longer know it synced that image previously - this can be useful in troubleshooting)

The Image sync typically runs hourly (in terms of the scheduled task) and it can also be combined with the orders.bat (meaning, it would no longer have it's own .bat file)

Product Upload

Simply put, the Exporter Application creates CSV files based on SQL Views and the uploads those files to the Web Server (the credentials to the web server and SQL are held in XML files)

These files are most often found in the (hard drive):\(C5 folder)\Exporter directory

In this directory is the Exporter Application, the XML files holding the credentials and the .bat file (which is run by the scheduled task)

The CSVs after being generated, will reside one level deeper in the \uploads folder:

To edit the credentials for the XMLs, you can do so in the Exporter App (or Notepad / any text editor)

You can open the Exporter App and then select File > Open > select the XML you want to change > Open

Inside the XML there are 4 tabs: Query (the view), Database Info (to Counterpoint), Export Info, FTP Info (this is where you would change / setup any credentials):

The "Test" option will show connection successful if the creds are correct but importantly, this only works for port 21 (if client uses any other port, it will show failed even if the creds are correct - the best way to test is to actually look at the FTP; e.g., with FileZilla)

For the newest version of the Exporter, you can grab it from the server (some TLS protocols require this new version):

One of the best troubleshooting tips for product issues is referencing the Last Import Date: this date exists in the View for Products and Updates and is thus the last column in the CSV - this column is then present in the product admin grid in Magento.

Tracing this date will let you know where any breakdown in the Product Export is occuring (e.g., from the Sql procedure > to the Export CSV creation > to the FTP upload > to the URF profiles that pull in the CSV to Magento from the web server)

In summary, a web server move consists of updating the new credentials of the web server (protocol, hostname, pasword, etc.) in every are of C5 App / the Exporter App that utilizes these creds: SFTP Sync in the C5 App and / or each XML file in the \Exporter\ Folder of C5.

Then Test the new credentials by running the scheduled task and then making sure the CSV gets to the web server with a Last Import Date of the current day