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Readiness checklist for IT Management Suite migration

ITMS Installation and Upgrade

The following tables provide a readiness checklist for IT Management Suite migration before and while you install IT Management Suite:

Table: Migration checklist - Before you install IT Management Suite 7.5

Task

Description

Create a backup.

Create a backup of the computer with Symantec Management Platform and the CMDB database.

Review logs before installing new solutions.

Review the Symantec Management Platform logs for the errors or the warnings.

If you find errors or warnings, take note of them and try to resolve them.

Ensure that the computer with IT Management Suite 7.5 has a unique name and IP address.

You must give the computer with IT Management Suite 7.5 a name and an IP address that is different from the name and IP address of the computer with Notification Server 6.x or IT Management Suite 7.0.

Identify the limitations of mixed-mode.

Symantec Management Platform 7.5 does not support mixed mode. A Symantec Management Platform 7.0 server or Notification Server 6.x cannot communicate with a Symantec Management Platform 7.5 server.

Ensure that you are on the latest version of Notification Server 6.x.

(Only for migration from Notification Server 6.x)

Before you migrate from Notification Server 6.x to Symantec Management Platform 7.5, you must have Notification Server 6.0 R13 or later and the latest solutions installed. If you do not have the latest version of Notification Server 6.x, then you must first upgrade to the latest version.

You must also upgrade your 6.x solutions and the agents on your managed computers. For example, if you have Notification Server 6.0 R11 installed, you must upgrade to 6.0 R13 or later before you migrate to Symantec Management Platform 7.5.

Copy the product licenses.

Copy the product licenses to a location that is accessible from the computer that has IT Management Suite 7.5.

Recreate Windows server user accounts.

You must recreate the Windows server user accounts on the computer where you install IT Management Suite 7.5.

Use the migration wizard to create a data store file.

You must install the IT Management Suite migration wizard on the computer with Notification Server 6.x or IT Management Suite 7.0 and create a data store file.

By default, a data store file is created in the Altiris\Upgrade\Data directory. Copy the data store file to a location that Symantec Management Platform 7.5 computer can access. You can also create a backup by copying the file to another location.

For more information, see the following knowledge base article:

http://www.symantec.com/docs/HOWTO9729

Copy the solutions-specific files.

You must manually copy solution-specific files and settings to a secure location that is accessible from the computer with IT Management suite 7.5.

Table: Migration checklist - While you install IT Management Suite 7.5

Task

Description

Ensure product parity.

From IT Management Suite version 7.1, a few products replace or absorb other products, or have a new product name. When you install IT Management Suite, you must install at least the same equivalent products that you installed on the computer with Notification Server 6.x or IT Management Suite 7.0.

Create a new database.

(Only for migration from Notification Server 6.x)

When you install the Symantec Management Platform 7.5 products, you must create a new database. You cannot run Symantec Management Platform 7.5 against the 6.x database.

Schema changes were made to the database to increase the speed and to unify the structure of the database.

Use same SQL collation.

(Only for migration from IT Management Suite 7.0)

When you restore CMDB, use the same collation that was used for Symantec Management Platform 7.0. You can restore the database to the same instance of the SQL Server that Notification Server 7.0 uses, and use a new database name.

You can also restore the database to another instance of SQL Server using the previously used database name. You restore the database so that you can connect to it with Symantec Installation Manager during the installation. When you connect to the database, all of its data is migrated.

Use same SIM installation path on 7.0 and 7.5 Symantec Management Platform server.

(Only for migration from IT Management Suite 7.0)

When you install Symantec Installation Manager 7.5, you need to use the same installation path that you used on the computer with Symantec Installation Manager 7.0.

If you change the installation path, you cannot upgrade the Symantec Management Agent and the agent plug-ins.

Import the data from data store file using the migration wizard.

Use the IT Management Suite migration wizard to import the data from the data store file that you created on the previous computer that had Notification Server 6.x or IT Management Suite 7.0.