Transfer Tool — Prepare The Source Server
Valid for versions 124 through the latest version
Last modified: October 22, 2024
Looking for this interface?
Your hosting provider can enable or disable this interface for resellers in WHM's Edit Reseller Nameservers and Privileges interface (WHM >> Home >> Resellers >> Edit Reseller Nameservers and Privileges).
Overview
You can use WHM’s Transfer Tool feature to copy one or more cPanel accounts, packages, and configurations from a source server to a destination server. To complete a transfer, you must first prepare the source server to interact with the Transfer Tool.
Set up a source server for transfer
To set up a source server for transfer, perform the steps listed in each of the Transfer Tool interface sections below:
Remote server information
This section of the Transfer Tool interface allows you to specify information about the source server (the server from which to transfer accounts).
- In the Remote Server Address text box, enter an IP address or a Fully Qualified Domain Name (FQDN).
- IP address example —
127.0.0.1
- FQDN example —
host.example.com
Note:In this case, the FQDN does not require the trailing dot.
- IP address example —
- In the Remote SSH port text box, specify the port to use.
Note:
The default value for SSH is port
22
. If the server cannot establish an SSH connection, the Transfer Tool uses port2087
instead.
Authentication
In this section of the Transfer Tool interface, specify the authentication method the tool will use to log into the source server with the following steps:
- Select whether to log in as the
root
user or with a specific username.Note:If the
PermitRootLogin
value equalsno
in thesshd_config
file on the source server, you must log in as a user other than theroot
user and then escalate to theroot
user. - If you selected User for Login, perform the following actions:
- Enter the source account’s username in the Username text box.
- Enter the source account’s password in the Password text box.
- Use the Authentication Method menu to specify whether to use a password or an SSH key pair to authenticate to the source server.
- If you select Password, enter the password for the account in the Password text box.
- If you select SSH Public Key, select the key pair to use during authentication. Make certain that you installed the appropriate key pair in WHM’s Manage root’s SSH Keys interface (WHM » Home » Security Center » Manage root’s SSH Keys).
Note:
- If you encrypted your account’s SSH key pair, enter the SSH Key Passphrase.
- If you’re experiencing firewall issues, use the Password method instead.
- Optionally:
- If you select User under Login, select a
root
escalation method under the Root Escalation Method heading. - If you select su for the Root Escalation Method, enter the
root
password in the Root Password text box. - To bypass TLS verification, select the I understand the risks. Connect anyway. checkbox and then click Continue.
Warning:
We strongly recommend that you do not use this option. Only use this option if you can confirm the identity of the source server.
- If you select User under Login, select a
Security
This feature is experimental. Do not consider it an effective security control. Exercise extreme caution when using the Restricted Restore feature. Be advised that:
- When you restore an account with this feature, the system may leave behind unnecessary account data. This can cause conflicts and leave the account in a broken state. You must remove the account and then restore it without using the Restricted Restore feature.
- The Restricted Restore feature will not restore reseller privileges. If you wish to add reseller privileges to a transfered account, use WHM’s Reseller Center interface (WHM » Home » Resellers » Reseller Center).
- This feature will not restore parked (aliased) or addon domains.
- This feature only allows restored accounts to use
noshell
orjailshell
environments. If the restored account uses another shell, the system will set the account to usenoshell
environment. - If you use this feature to restore an account that contains PostgreSQL® databases, the destination server must use PostgreSQL version 8.4 or later.
In this section of the Transfer Tool interface, select whether to use the Restricted Restore feature or copy reseller privileges. If you do not trust the source of the account backup with root
access to your server, you may use the Restricted Restore feature to protect your server. The Restricted Restore feature lets the system perform extra security checks on the archive file. If part of the file has a security issue, the system will not restore that part of the archive file. This helps mitigate the risk of transfers from unfamiliar sources.
The system enables this feature by default.
Advanced
This section of the Transfer Tool interface provides advanced settings for the transfer. Click Show to display the list of settings.
To select the advanced settings, perform the following steps:
- From the Remote Server Type menu, select the web control panel that the source server runs. Choose from the following settings:
- Auto Detect
- cPanel & WHM
- DirectAdmin
- Ensim (Parallels Pro)
- Plesk
- Select Unencrypted to use an unencrypted session to transfer the files.
- Select Compressed Transfers to compress the files during the rsync process when the source server transfers the files between the source and destination servers.
Note:
This setting does not affect the package account function, which creates a
gzip
archive of the user’s account on the source server. - Select Low Priority to use less CPU and input/output (I/O) on the source server.
Note:
This setting reduces the impact on performance on the source server, but increases the duration of the transfer session.
- Select Use Incremental Backups speed-up to decrease the amount of time that the system uses to package the account on the source server. If a daily incremental backup exists, WHM uses that backup as a starting point. The system then updates the package before transfer.
- Select Use custom account packaging modules from /var/cpanel/lib/Whostmgr/Pkgacct to use packaging scripts in that directory.
Important:
The system does not create the
/var/cpanel/lib/Whostmgr/Pkgacct
directory by default. You must create the/var/cpanel/lib/Whostmgr/Pkgacct
directory before you select this setting, if the directory does not already exist.Note:cPanel & WHM always prioritizes custom restore modules in the
/var/cpanel/perl/Whostmgr/Transfers/Systems
directory over the cPanel-provided modules in the/usr/local/cpanel/Whostmgr/Transfers/Systems
directory.- The
/var/cpanel/perl/Whostmgr/Transfers/Systems
directory stores any custom modules that you create. - The
/usr/local/cpanel/Whostmgr/Transfers/Systems
directory stores the modules that ship with cPanel & WHM.
- The
- Set the number of CPU threads (processes) for the transfer session in the Number of Transfer Threads text box.
Note:
This setting defaults to a number of threads based on the available amount of memory and number of CPUs. You can set a maximum value of 100.
- Set the number of CPU threads (processes) for the restore session in the Number of Restore Threads text box.
Note:
This setting defaults to a number of threads based on the available amount of memory and number of CPUs. You can set a maximum value of 100.
- Enter the number of seconds that the transfer session remains open before it times out in the Transfer Session Timeout text box.
Important:
If you change the default in the Transfer Session Timeout text box, it will only apply to the current session. You must enter a new value each time that you run a transfer. You can permanently change the value in WHM’s Tweak Settings interface (WHM » Home » Server Configuration » Tweak Settings).
- After you make your selections, click Scan Remote Server. The Account List interface will appear.
The Account List interface
The Account List interface will appear after you prepare a source server for transfer. It displays information about the source server. If any of this information appears incorrect, click Rescan Source Server.
Below the source server information, the interface displays if any available IP addresses exist.
If no available IP addresses exist on the destination server, accounts on the source server that use a dedicated IP address will not transfer.
If all the information is correct, click the Accounts tab to prepare your destination server for the transfer by selecting the accounts, configurations, and packages you want to transfer.