IGEL Universal Management Suite migration - cloud client

1 Whitepaper: IGEL Universal Management Suite migration Page 1 Whitepaper IGEL Universal Management Suite migration Version Blog: This document can be distributed / used free of charge and has no commercial background. It s not allowed to use parts of this document in other documentations, articles or any other way without the permission by the author. For questions related to the document contact The author is not responsible for any damage related to this document incl. usage of 3rd Party Software or configuration suggestions provided by this document. Please test any provided information in advance! Michael Hoting 2012 Whitepaper: IGEL Universal Management Suite migration Page 2 Task If you want to migrate your existing/old/test IGEL Universal Management Suite to a new server you need to perform several steps.

2 This Whitepaper explains how the migration can be done in a simple way including installations without the use of IGEL s embedded Database. This Whitepaper describes two variants of the migration : 1) Full migration keeping the existing profiles/configurations 2) Only Management migration without keeping the old profiles/configurations Mostly variant 1) will be used; variant 2) is often used in test environments when the IGEL UMS Server will be moved from a test to a production server. Requirements 1) IGEL Universal Management Suite Installer 2) Two physical or virtual server including the existing IGEL Universal Management Suite 3) A DHCP or DNS Server Please Note If the described procedures are performed in a wrong way this can cause a complete loss of your Management infrastructure.

3 Make sure that have created backups to restore the environment! The author is not responsible for any damage or if anything described here is performed in the wrong way. This whitepaper is not supported by IGEL Technology in any way! IMPORTANT When you install the IGEL Universal Management Suite Server the first time a unique encryption key/certificate will be generated. Every thin client added to this Management server will receive this certificate. If this Certificate is lost or modified, you can t manage your clients anymore. If the embedded database is used, the key/certificate is part of the backup created by the IGEL software. If you re using a 3rd party database (Microsoft SQL, Oracle or other) you need to save the certificate by your own!

4 Follow the steps described in Backup the UMS certificate exactly and don t miss anything here. As Iam not responsible for any damage! Installation s running the old SAP Database with an IGEL Remote Manager are not covered by this Whitepaper. Whitepaper: IGEL Universal Management Suite migration Page 3 Creating a backup for installation s using the embedded database If you re using the IGEL UMS embedded database just open the UMS Administrator and go to Backups , see screen below. If you re using a 3rd party database proceed to Creating a backup for installation s using a 3rd party database on the next page. Now select a Folder/Directory and click on the Create button, type in the name for the backup and proceed. After a short time you should see a new backup in the Backups view, copy this file to the new server where you want to setup the new IGEL UMS environment.

5 Whitepaper: IGEL Universal Management Suite migration Page 4 Creating a backup for installation s using a 3rd party database If you re using a 3rd party database IGEL don t provide any tools to create a backup, please use the tools delivered by the database vendor or other backup solutions. Important: In any way you need to backup the server certificate. Proceed to Backup the UMS certificate . Backup the UMS certificate If you re using a 3rd party database you need to backup the IGEL Universal Management Suite certificate. This certificate is used to secure the UMS server communication to the IGEL Thin client s in general and if this certificate is lost; you re not able to manage your environment anymore! In general I recommend to backup this certificate incl.

6 Installation s using the embedded database, this is one of the most important files in any IGEL installation and it s better to have it secured very well. To create a backup open the IGEL UMS Administrator and click on Certificates : Three options are available here, for us important is Save to backup the certificate and Restore to install it on the new server. Select Save and select the target folder incl. the certificate name and proceed. After this is done you should see a file *yourfilename*.keystore in the target folder, copy this file to the new server and secure a copy in your company safe. Whitepaper: IGEL Universal Management Suite migration Page 5 Database migration This part is only required if you want to migrate also the IGEL embedded database to a new 3rd party database server.

7 Create a backup for the embedded database first (see: Creating a backup for installation s using the embedded database). Prepare the target database like recommend in the IGEL Universal Management Suite Manuals (Download). Open the UMS Administrator and select Datasource . Select Add in the right panel and type in you database credentials like the sample on the right side (configuration for Microsoft SQL) and select Ok . Now test the database connection by selecting the new datasource and then click on Test , type in the password and if everything is correct you should get a connection state Ok message. Now you re able to use the Copy function, select Copy -> select the target database and select Ok . After this is done, you have the database content completely moved to the new database server.

8 If you want to use the new database now, just Activate it in the UMS Administrator Datasource configuration. If you re using a new server, you have to setup the database connection in the same way. Please note: Restore also the UMS certificate if you move the UMS to a new server and to make sure that the new server can manage existing thin clients. Whitepaper: IGEL Universal Management Suite migration Page 6 Preparing the new Server Install the IGEL Universal Management Suite to the new Server and restore the backup for the embedded database or setup the 3rd party database connection in the UMS Administrator. If you re using a 3rd party database restore the certificates in the UMS Administrator->Certificates configuration. Please make sure that only one UMS Server accesses the 3rd party database, otherwise this can cause issues.

9 If you don t want to keep old configurations, only restore the certificate and do not use the backup; Warning: All configurations will be lost including all settings that are already assigned to the thin clients! After this is done, open the IGEL UMS Console and make sure that existing configurations/profiles are correctly installed. If you installed a newer Version on the Server it could be that the Database Backup require a upgrade of the database schema. I recommend selecting Activate one time in the UMS Administrator->Datasource configuration for the used database. If a schema update is required it will be performed now. Now the new UMS Server is ready and it can be announced to the thin clients. Verify the new installation To verify the new UMS Server open the IGEL UMS Console and select the folder Thin Clients; now select the menu Thin Clients and select Scan for Thin Clients.

10 Now type in the IP range where you want to scan and click on Scan . You should see the results and a couple of thin clients, select one test thin client and add this client . If you got no error everything is fine and you can proceed with Announcing the new IGEL Universal Management Suite to the Thin Clients . If you got an error Certificate invalid something is wrong with the IGEL Universal Management Suite server certificate and two solutions are possible: 1) Restore the certificate again in the IGEL UMS Administrator 2) If you ve migrated a very old IGEL Universal Management Suite Server (fka IGEL Remote Manager) it can be required to upgrade the certificate to the new format. Open the IGEL Universal Management Suite Administrator and select Certificates -> Convert.