Difference between revisions of "BCX v3 to v4 Migration"
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− | == | + | ==Upgrading the BCX Network Management Tools== |
− | + | Please contact support to arrange for us to remote in and complete an in-place upgrade for you. We can discuss any specific configurations you have as required prior to the upgrade. | |
− | Alternatively, | + | Alternatively, customers can complete an in-place upgrade themselves by downloading the Installation Assistant and running it on your exiting BCX Server. |
===Prerequisites=== | ===Prerequisites=== | ||
− | Version 4 client only supports x64 bit machines and requires .NET 4.7.2 or later | + | Version 4 client only supports x64 bit machines and requires .NET 4.7.2 or later which is standard in Windows 10 build 1803 or later. Previous versions of Windows will require .NET 4.7.2 being included in the master image. |
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− | + | ====Client Upgrade==== | |
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− | ===Client Upgrade=== | ||
Deployment for the version 4 client is via a new MSI over the previous version 3 client. The Installation Assistant will attempt to unlink your current “Stations – Install BCX Client v3” policy and create a new policy in its place “BCX Stations – Install BCX Client v4 Base Installer” and link to your Stations OU. | Deployment for the version 4 client is via a new MSI over the previous version 3 client. The Installation Assistant will attempt to unlink your current “Stations – Install BCX Client v3” policy and create a new policy in its place “BCX Stations – Install BCX Client v4 Base Installer” and link to your Stations OU. | ||
− | Existing version 3 clients should upgrade automatically. This will be visible from Station Information. | + | Existing version 3 clients should upgrade automatically. This will be visible from Station Information using the Filter - Client Latest. |
The new client components will now be deployed to: | The new client components will now be deployed to: | ||
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− | ===Custom Client Settings=== | + | ====Custom Client Settings==== |
All custom configuration for BCX Client must now be completed via BCX Manager using Client Policies. | All custom configuration for BCX Client must now be completed via BCX Manager using Client Policies. | ||
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− | ===Other Server Connectors and AV Information Client=== | + | ====Other Server Connectors and AV Information Client==== |
+ | |||
+ | Other connectors will update automatically as required. Some legacy connectors will continue to function without updates, such as those for customers running older versions of Exchange server. The Installation Assistant will automatically manage this for you. | ||
+ | |||
+ | The legacy tool BCXMISExtractor is not currently part of version v4, however the legacy v3 tool can still be used with BCX MIS Compare. | ||
− | |||
+ | ====Other Considerations==== | ||
− | ==In Place Upgrade== | + | If running BCX Client on RDS servers, you may need will likely need create a custom client policy prior to upgrading the client to ensure the correct features/client behavior is enabled/disabled as required. |
+ | |||
+ | If you have any custom permissions on your ManagerV3 or Tools\BCXChangePassword folder share, these will need to be manually added to the new folders post upgrade. | ||
+ | |||
+ | If you have multiple BCX server instances in the same domain, you will need to create client policies to tell BCX Client which instance to talk to and assign these to the correct Organizational Units. By default, BCX Client will look for DNS entry “bcxmaster” as it did in previous versions. | ||
+ | |||
+ | Please contact support prior to upgrade to discuss any custom configuration prior to upgrade. | ||
+ | |||
+ | |||
+ | ==In Place Upgrade (recommended)== | ||
The upgrade process involves downloading and running the new Network Management Tools installer MSI from your exiting BCX server. | The upgrade process involves downloading and running the new Network Management Tools installer MSI from your exiting BCX server. | ||
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Please ensure you have fully reviewed the pre-requisites before you continue. | Please ensure you have fully reviewed the pre-requisites before you continue. | ||
− | The latest upgrade for your BCX server is located | + | The latest upgrade for your BCX server is located at https://secureupdate.burconix.com/pub/BCXNMTServerSetup/ |
− | + | On completing of you upgrade, any existing BCX Client v3.0.1.4 or later will continue to function without down time, until the v4 upgrade automatically deploys to them. | |
− | |||
==Moving the BCX Network Management Tools to New Server== | ==Moving the BCX Network Management Tools to New Server== | ||
+ | We recommend a Burconix Engineer completes any server migrations, both to minimize any downtime, and to ensure seamless future upgrades and support, as there will likely be other services and shares running from your server. | ||
− | |||
===Considerations=== | ===Considerations=== | ||
− | The DNS entry “bcxmaster” is used by the client to find your BCX Server. | + | The DNS entry “bcxmaster” is used by the client to find your BCX Server. If building the new server alongside, any server name change will require you to update the DNS entry manually to switch over. |
− | Any file shares you have on this server, such as packages$ or Apps will need to be manually migrated with permissions. Your package tasks commands | + | Any file shares you have on this server, such as packages$ or Apps will need to be manually migrated with permissions. Your existing shortcuts and package tasks commands will likely reference by the old server name so may also need updating. |
− | Check for other connectors installed locally on the old server such as BCX Exchange Connector/File Server Connector/AV Reporting. | + | Check for other connectors installed locally on the old server such as BCX Exchange Connector/File Server Connector/AV Reporting Client. |
− | Check Add Remove Programs to see if anything else installed on the BCX server that might need consideration. | + | Check Add Remove Programs to see if anything else installed on the BCX server that might need consideration when decommissioning the old server. |
Check and make a note of custom non/standard permissions on ManagerVx, and Tools\BCXChangePassword as these will need to manually set on the new server. | Check and make a note of custom non/standard permissions on ManagerVx, and Tools\BCXChangePassword as these will need to manually set on the new server. | ||
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The following provides a walkthrough of the steps for Technical Users only. | The following provides a walkthrough of the steps for Technical Users only. | ||
− | ''' | + | '''While the following has been made public, we recommend a Burconix Engineer completes any server migrations, both to minimize any downtime, and to ensure seamless future upgrades and support, as there will likely be other services and shares running from your server.''' |
Run BCXDBBackup from your old server, and verify the backup files in C:\DBBackup | Run BCXDBBackup from your old server, and verify the backup files in C:\DBBackup |
Revision as of 17:03, 6 May 2021
Contents
Upgrading the BCX Network Management Tools
Please contact support to arrange for us to remote in and complete an in-place upgrade for you. We can discuss any specific configurations you have as required prior to the upgrade.
Alternatively, customers can complete an in-place upgrade themselves by downloading the Installation Assistant and running it on your exiting BCX Server.
Prerequisites
Version 4 client only supports x64 bit machines and requires .NET 4.7.2 or later which is standard in Windows 10 build 1803 or later. Previous versions of Windows will require .NET 4.7.2 being included in the master image.
Client Upgrade
Deployment for the version 4 client is via a new MSI over the previous version 3 client. The Installation Assistant will attempt to unlink your current “Stations – Install BCX Client v3” policy and create a new policy in its place “BCX Stations – Install BCX Client v4 Base Installer” and link to your Stations OU.
Existing version 3 clients should upgrade automatically. This will be visible from Station Information using the Filter - Client Latest.
The new client components will now be deployed to:
C:\Program Files\BCX
Settings, configurational data and logs are now stored under:
C:\ProgramData\BCX
Custom Client Settings
All custom configuration for BCX Client must now be completed via BCX Manager using Client Policies.
If you are using custom client settings.xml, this will not be honored in the v4 client, you should set the desired features using BCX Manager, Client Policy, before you deploy the v4 Client MSI.
Other Server Connectors and AV Information Client
Other connectors will update automatically as required. Some legacy connectors will continue to function without updates, such as those for customers running older versions of Exchange server. The Installation Assistant will automatically manage this for you.
The legacy tool BCXMISExtractor is not currently part of version v4, however the legacy v3 tool can still be used with BCX MIS Compare.
Other Considerations
If running BCX Client on RDS servers, you may need will likely need create a custom client policy prior to upgrading the client to ensure the correct features/client behavior is enabled/disabled as required.
If you have any custom permissions on your ManagerV3 or Tools\BCXChangePassword folder share, these will need to be manually added to the new folders post upgrade.
If you have multiple BCX server instances in the same domain, you will need to create client policies to tell BCX Client which instance to talk to and assign these to the correct Organizational Units. By default, BCX Client will look for DNS entry “bcxmaster” as it did in previous versions.
Please contact support prior to upgrade to discuss any custom configuration prior to upgrade.
In Place Upgrade (recommended)
The upgrade process involves downloading and running the new Network Management Tools installer MSI from your exiting BCX server.
Your existing installation will be detected and upgraded as you walk through the upgrade wizard.
Please ensure you have fully reviewed the pre-requisites before you continue.
The latest upgrade for your BCX server is located at https://secureupdate.burconix.com/pub/BCXNMTServerSetup/
On completing of you upgrade, any existing BCX Client v3.0.1.4 or later will continue to function without down time, until the v4 upgrade automatically deploys to them.
Moving the BCX Network Management Tools to New Server
We recommend a Burconix Engineer completes any server migrations, both to minimize any downtime, and to ensure seamless future upgrades and support, as there will likely be other services and shares running from your server.
Considerations
The DNS entry “bcxmaster” is used by the client to find your BCX Server. If building the new server alongside, any server name change will require you to update the DNS entry manually to switch over.
Any file shares you have on this server, such as packages$ or Apps will need to be manually migrated with permissions. Your existing shortcuts and package tasks commands will likely reference by the old server name so may also need updating.
Check for other connectors installed locally on the old server such as BCX Exchange Connector/File Server Connector/AV Reporting Client.
Check Add Remove Programs to see if anything else installed on the BCX server that might need consideration when decommissioning the old server.
Check and make a note of custom non/standard permissions on ManagerVx, and Tools\BCXChangePassword as these will need to manually set on the new server.
Technical Walkthrough
The following provides a walkthrough of the steps for Technical Users only.
While the following has been made public, we recommend a Burconix Engineer completes any server migrations, both to minimize any downtime, and to ensure seamless future upgrades and support, as there will likely be other services and shares running from your server.
Run BCXDBBackup from your old server, and verify the backup files in C:\DBBackup
Copy the C:\DBBackup from the old server to the new one.
Install all pending windows updates on the new server, and reboot.
Run Installer on new server as a clean install.
Install SQL Express 2019, and include Studio Manager to make any manual package path changes easier.
Browse to Existing Packages Location
On the DNS pane, you can allow DNS resolution mismatch to continue, as it will be pointing at your old server while you get the new one setup.
On the Group Policy section, note you will likely NOT need to Link the "BCX Users - All Users" policy, however we would recommend you do link "BCX Stations – Install BCX Client Base Installer v4".
At end of the install, uncheck Launch BCX Manager, and instead check Launch BCX Database Restore Tool.
Before you run the restore, first open the newly installed settings.xml from C:\Program Files\BCX\Server\settings.xml
Note the new SQLDataSource configured by the installer in the new settings xml.
Next copy the latest settings.xml from C:\DBBackup over the top of C:\Program Files\BCX\Server\settings.xml, open in Notepad and update the SQLDataSource using notepad for the new server instance name if required.
Now using the BCX Database Backup and Restore Tools, Ensure Restart BCX is checked.
Click Restore Backup, Select the Backup to restore from DB Backup.
Run BCX Update shortcut from Desktop post install both to install any updates and verify communication.
Configure Proxy settings as required, settings.xml in ProgramData
Run BCX Manager from Desktop Shortcut
If upgrading from a previous version, update any shortcuts such as BCX Manager V3 to the new location. \\BCXSERVERNAME\ManagerV4$\BCXManagerLauncher.exe
Also check BCX Change Password Shortcut
Verify Other Shortcuts if Apps share was hosted
Check for list using old server name using follow statement, then update using Shortcuts in BCX Manager.
SELECT Name,Description,TargetPath,Arguments,WorkingDirectory,TargetPath64,Arguments64,WorkingDirectory64 FROM Shortcuts WHERE TargetPath LIKE '\\bcx%'
Verify Package Task paths by exporting as CSV.
SQL Update
UPDATE Packages SET PackagePath=REPLACE(PackagePath, 'oldname', 'newname');
UPDATE PackageTypes SET DefaultLocation=REPLACE(DefaultLocation, 'oldname', 'newname');
Open Group Policy Management
Verify Group Policy
BCX Stations – Install BCX Client Base Installer
Ensure no old client deployment group polices are still linked/remove any duplicates.
Update any custom permissions on ManagerV4 and Tools\BCXChangePassword shares.
Migrate any BCXChangePassword settings.xml from old server.
Open DNS Management and check dns for bcxmaster
Restart a Station and Confirm Client Comms
Confirm AV Reporting Comms
Confirm Connector Comms
Remove old connectors from File - Settings in Manager.
Start - BCX Database Backup to Run DB Backup of the upgraded database.
On Old server Stop and Disable BCX Services
BCX Server Service
BCX...Connector
SQL Server (BCXSQL)
Disable BCX Tasks in Task Scheduler
Computer Management
Remove old packages$ shares entry point and Apps if there.
Remove ManagerV3 share and BCXChangePassword and Client Share
Shutdown Server if no longer needed.
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