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Best practices for migrating to Symantec Management Platform 7.5

ITMS 6.x Migration

Before you begin the migration process, you should develop a migration plan. As you develop your migration plan, you should consider these best practices.

See About migrating to IT Management Suite 7.5

In this guide, the information that applies to version 7.5 of the product also applies to later releases of the product unless specified otherwise.

Table: Best practices for migrating to Symantec Management Platform 7.5

Best practice

Description

Use a test environment.

Before you install Symantec Management Platform 7.5 in a production environment, create a test environment for evaluating and validating the entire installation and migration process. Symantec recommends that you maintain the test environment for ongoing validation and testing of updates, maintenance packs , and service packs.

Use a pilot test group.

Use a small group of managed computers as a pilot group to test the migration to Symantec Management Platform 7.5. During this pilot test, leave the remaining managed computers supported by the previous version of Notification Server.

Make note of configuration settings before migrating

Make note of the following configuration settings in your current setup before you start the migration process:

  • Task Server settings

  • Agent communication settings

  • Policy refresh settings

  • Membership update settings

After you have completed the migration you can then revert to these settings if you want.

Check logs for errors or warnings

Use the Altiris Log Viewer to check the logs for errors or warnings. If you find any errors or warnings, try to resolve them before the upgrade.

To open the Log Viewer , in Windows click Start > All Programs > Symantec > Diagnostics > Altiris Log Viewer.

Ensure that the Legacy Agent Communication (LAC) mode is enabled.

To allow complete management of legacy agents when the upgrade is in progress, ensure that the Legacy Agent Communication mode is enabled.

See About Legacy Agent Communication

See About the agent registration after migration from Notification Server 6.x

Redirect managed computers in stages.

You can redirect 8,000 computers to a single Notification Server at the same time. After you have successfully redirected a group of computers, upgrade the Symantec Management Agent and agent plug-ins for that group. To upgrade an agent or an agent plug-in, you enable the upgrade policy for the agent or the agent plug-in.

If you redirect more than 8,000 computers at a time, disable any policies and tasks that communicate frequently with the Symantec Management Agent. For example, disable the inventory, software delivery, and patch policies. Disabling the policies and tasks prevents the console and Notification Server from being very slow.

See About redirecting sites and agents to Notification Server 7.5

See About the Symantec Management Agent upgrade policies

Keep your previous Notification Server.

Maintain your previous Notification Server computers as a record for historical data, policy configuration details, and other settings and data.

The following are some examples of when you might remove the old server:

  • After the business functional uses on the old server are matched on the new server.

  • After the data saturation on the new server has the needed depth.

  • When the data in the new Configuration Management Database (CMDB) qualifies against your regulatory standards.

Migrate using a new computer.

You must install the Symantec Management Platform 7.5 products on a computer that is running the Windows Server 2008 R2 operating system. Because this operating system is different from what was required for 6.x, Symantec recommends that you install the 7.5 products on a new computer.

If you have Notification Server 6.x installed on a 64-bit server, you can install the Symantec Management Platform 7.5 products on that computer. However, before you install the Windows 2008 R2 operating system, you must complete specific migration steps. Because some of these migration steps might not complete successfully, Symantec discourages the reuse of the current server.

After the upgrade, disable the Legacy Agent Communication mode.

After the upgrade is completed and all agents are upgraded to the latest version, disable the Legacy Agent Communication mode.

See About Legacy Agent Communication

See About the agent registration after migration from Notification Server 6.x