FARONICS CORE - MIGRATION GUIDE 11-2009 User manual

Faronics Core Migration Guide
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Faronics Core Migration Guide
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Last modified: November, 2009
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Faronics Core Migration User Guide
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Contents
Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Important Information. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
About Faronics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Product Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Technical Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Contact Information. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Definition of Terms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Migration Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Faronics Core Console 2.x . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Faronics Core 3.x (FC3) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Migration Steps. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Migration Tool . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Migration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Faronics Core Installation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Installing Faronics Core 3.x . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Configuring the Core Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Installing the updated product loadin on Faronics Core 3.x. . . . . . . . . . . . . . . . . . . . . . . . 15
Installing updated Core Agent and Product Agents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Push from Core Console (FC3) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Manual Deployment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Push using 3rd Party Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Database Event Migration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Event Migration Using the Migration Tool . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Manual Migration of Database Events. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Migrate the Core Console Tasks, Reports, Groups, and Filters. . . . . . . . . . . . . . . . . . . . . . . . . 22
Appendix A Creating the Core Agent . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Appendix B Moving the Core Console 2.4 database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Backing up Faronics Core Console 2.x Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Restoring the Faronics Core Console 2.x database into Faronics Core 3.x (Core Database). . . . . 29

Faronics Core Migration User Guide
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Faronics Core Migration Guide
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Preface
This document explains the process of migrating the data from Faronics Core Console 2.x to
Faronics Core 3.x.
Topics
Important Information
Technical Support
Definition of Terms

Faronics Core Migration Guide
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Important Information
This section contains important information about your Faronics Product.
About Faronics
Faronics delivers market-leading solutions that help manage, simplify, and secure complex IT
environments. Our products ensure 100% machine availability, and have dramatically impacted
the day-to-day lives of thousands of information technology professionals. Fueled by a
market-centric focus, Faronics’ technology innovations benefit educational institutions, health
care facilities, libraries, government organizations, and corporations.
Product Documentation
The following documents form the Faronics Core documentation set:
•Faronics Core User Guide — This document guides you how to use the product.
•Faronics Core Release Notes — This document lists the new features and known issues and
closed issues.
•Faronics Core readme.txt — This document will guide you through the installation process.
•Faronics Core Migration Guide— This document will guide you through the migration
process.

Technical Support |7
Faronics Core Migration Guide
Technical Support
Every effort has been made to design this software for ease of use and to be problem free. If
problems are encountered, contact Technical Support:
Email: [email protected]
Phone: [phone] or 604-637-3333
Hours: 7:00am to 5:00pm (Pacific Time)
Contact Information
•Web:www.faronics.com
• Email: [email protected]
• Phone: [phone] or 604-637-3333
• Fax: [phone] or 604-637-8188
• Hours: 7:00am to 5:00pm (Pacific Time)
• Address: Faronics Technologies USA Inc.
2411 Old Crow Canyon Road, Suite 170
San Ramon, CA 94583
USA
Faronics Corporation
609 Granville Street, Suite 620
Vancouver, BC V7Y 1G5
Canada

Faronics Core Migration Guide
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Definition of Terms
Term Definition
Core Console The user interface used to manage and monitor Core Servers and
workstations.
Core Database The database stores the workstation list.
Core Agent The Core Agent, that is installed on the workstation, enables
communication between the workstation and the Core Server.
Core Server The management of workstations, processing of tasks and communication
between Core Console and workstations is done by the Core Server.
Faronics Core
3.x (FC3)
Faronics Core consists of the Core Server, Core Console, Core Database and
the Core Agent.
Loadin A Product Loadin is a software library that adds new product-specific
functionality to Faronics Core.
MAC A Media Access Control address (MAC address) or Ethernet Hardware
Address (EHA), hardware address, adapter address or physical address is a
quasi-unique identifier assigned to most network adapters or network
interface cards (NICs) by the manufacturer for identification. If assigned by
the manufacturer, a MAC address usually encodes the manufacturer's
registered identification number.
UAC User Account Control (UAC) is a technology and security infrastructure
introduced with Microsoft's Windows Vista operating system. It aims to
improve the security of Microsoft Windows by limiting application software
to standard user privileges until an administrator authorizes an increase in
privilege level.
Wake-on-LAN Wake-on-LAN (WOL) is an Ethernet computer networking standard that
allows a computer to be turned on or woken up remotely by a network
message.

Introduction |9
Faronics Core Migration Guide
Introduction
This chapter introduces the migration process and the Migration Tool.
Topics
Migration Overview
Migration Steps
Migration Tool

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Migration Overview
Faronics Core Console 2.x and Faronics Core 3.x have different architectural designs. Therefore,
installing Faronics Core 3.x will not upgrade Faronics Core Console 2.x installation on your
system. Faronics Core 3.x will be installed separately on the same system. Faronics Core 3.x can
also be installed on a different system.
Following are the components of Faronics Core Console 2.x and Faronics Core 3.x.
Faronics Core Console 2.x
Faronics Core Console 2.x has the following components:
• Faronics Core Console — The user interface used to manage and monitor workstations. The
management of workstations, processing of tasks and communication with workstations is
done by Faronics Core Console.
• Database — The database stores the workstation list and information about the workstation.
• Core Agent — The Core Agent, that is installed on the workstation, enables communication
between Faronics Core Console and workstations.
Faronics Core 3.x (FC3)
Faronics Core has the following components:
• Core Console (UI Tier) — The user interface used to manage and monitor Core Servers and
workstations. A single instance of Core Console can connect to multiple Core Servers.
• Core Server (Logic Tier) — The management of workstations, processing of tasks and
communication between Core Console and workstations is done by the Core Server.
• Core Database (Data Tier) — The database stores the workstation list and information about
the workstation.
• Core Agent — The Core Agent, that is installed on the workstation, enables communication
between the workstation and the Core Server.

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Faronics Core Migration Guide
Migration Steps
Faronics Core 3.x is a significant architectural improvement of the existing Faronics Core Console
2.x platform to deliver enhanced security and greater scalability. Due to the improvements which
now leverage a multi-tier architecture, upgrading to the Faronics Core 3.x will require a migration
process that follows the basic steps outlined below:
1. Install Faronics Core 3.x. Refer to the Faronics Core User Guide available at
http://www.faronics.com/library for more information.
2. Install the updated product loadins to Faronics Core 3.x. Refer to the specific product loadins
available at http://www.faronics.com/library for more information.
3. Install or upgrade the updated Core Agent to the client workstations. Refer to the Faronics
Core User Guide available at http://www.faronics.com/library for more information.
4. Install the updated product agents to the client workstations. Refer to the specific product
loadins available at http://www.faronics.com/library for more information.
5. Migrate the Faronics Core Console 2.x tasks to Faronics Core 3.x. This is explained in this
document. This step is optional.
6. Migrate the workstation event data from Faronics Core Console 2.x database to the Faronics
Core 3.0 database (Core Database). This is explained in this document. This step is optional.
The above process remains the same regardless of if the Faronics Core Console 2.x data is being
migrated on an existing server or being setup on an entirely new hardware. In the event that
Faronics Core 3.x is being configured on new hardware, either the Core Database (FC3) must be
configured on the same SQL instance as the existing Faronics Core Console 2.x database, or the
Faronics Core Console 2.x database must be moved to the new SQL instance where Core Database
(FC3) will be installed.

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Migration Tool
To aid in the migration process, Faronics has provided a migration tool that can be used to
migrate the workstation event data and other non-event based user data to Faronics Core 3.x.
This tool is not localized and will display all output in English. The tool is located in the following
location:
C:\Program Files\Faronics\Faronics Core 3\Console\Faronics Core
Migration Tool
or
C:\Program Files (x86)\Faronics\Faronics Core 3\Console\Faronics Core
Migration Tool
The Migration tool can move the following data:
• Non-event user data:
— Scheduled Tasks (Faronics Core Console 2.x tasks as well as Product Loadin tasks)
— Custom Workstation Groups
—Reports
• Workstation Event Data for all products.
Prior to launching the tool, all instances of Core Console and the Core Server must be shut down.
Instructions on using the utility can be found in the Database Event Migration and Migrate
the Core Console Tasks, Reports, Groups, and Filters sections of this document.
If migration tool is used on a computer with only Core Console installed, only the
Reports are migrated.
LDAP connections and tasks in the History are not migrated.

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Faronics Core Migration Guide
Migration
This chapter describes the migration process.
Topics
Faronics Core Installation
Installing updated Core Agent and Product Agents
Database Event Migration
Event Migration Using the Migration Tool

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Faronics Core Installation
Installing Faronics Core 3.x
Faronics Core 3.x can be installed on either a new server or on the existing Faronics Core Console
2.x system. For larger deployments it is recommended to use a new server to deploy Faronics Core
3.x as this will provide the most flexibility.
(Refer to the Faronics Core User Guide available at http://www.faronics.com/library for more
information.)
Configuring the Core Database
After installation, it is recommended that the following changes be implemented on the database
used by the Core Server:
1. Launch the SQL Server Management Studio.
2. Select the Database Properties of the database to be altered.
3. Click the Files node on the left side of the properties dialog.
4. Edit the following settings:
•Setthedatabase(FaronicsCore.mdf) to grow in 100mb increments as required.
• Do not alter the Autogrowth settings for the log file (FaronicsCore.ldf).

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Faronics Core Migration Guide
• Change the initial size of the database to 100mb larger than the existing
FaronicsEnterpriseDatabase used for Faronics Core Console 2.x.
Installing the updated product loadin on Faronics Core 3.x.
A Product Loadin should be installed and updated as per the instructions in the Loadin user guide.
Once installed, further steps may be required to complete the update process and enable full
control of the products in Faronics Core 3.x.
(Refer to the specific Product Loadins available at http://www.faronics.com/library for more
information.)

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Installing updated Core Agent and Product Agents
Push from Core Console (FC3)
To perform a push to a client workstation from the Core Console (FC3) follows the procedure
below:
1. Browse and select the workstation listed in the Discovered Workstations node of the Core
Console (FC3).

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Faronics Core Migration Guide
2. Select the workstation to push the installation to and right-click to select Install Faronics Core
Agent.
3. Configure the options listed in the Configure Agent dialog box as shown and click Next.

Faronics Core Migration Guide
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4. Enter the credentials that will be used to perform the remote installation. It is recommended
to use domain credentials. Click OK to begin the installation.
5. During installation, the task progress will be displayed in the Tasks node of the Core Console
(FC3). When installation is complete, check task history to determine if the installation was
successful.

Installing updated Core Agent and Product Agents |19
Faronics Core Migration Guide
Manual Deployment
The Core Agent can be deployed manually by copying the installation package to the local system
and executing the MSI installer package following the prompts provided on screen. The process of
creating the Core Agent is described in Appendix A, Creating the Core Agent.
Push using 3rd Party Tools
The Faronics Core Agent is packaged as a standard MSI file that can be pushed using any 3rd party
management utility. The process of creating the core agent for deployment is detailed in
Appendix A, Creating the Core Agent.

Faronics Core Migration Guide
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Database Event Migration
In most cases, administrators will not need to move the database between Faronics Core Console
2.x and Faronics Core 3.x. The majority of the database is made up of status tables that reflect the
current state of the workstations and these are rebuilt as workstations report into the new
Faronics Core 3.x installation. In the event that there is a need to preserve the historical event
data between the Faronics Core Console 2.x and Faronics Core 3.x installations the process below
will allow administrators to do so.
The process is as follows:
1. Backup the Faronics Core Console 2.x database. This is explained in Backing up Faronics
Core Console 2.x Database.
2. Restore the Faronics Core Console 2.4 database into the instance of SQL in use by the Core
Database (FC3). This is explained in Restoring the Faronics Core Console 2.x
database into Faronics Core 3.x (Core Database).
3. Migration of the historical event data to the new database. This step is explained in this
section. There are two methods for the migration of the data; either using the Faronics Core
Migration Tool, or manually by using the SQL command.
Event Migration Using the Migration Tool
To migrate the data using the Migration tool run the following commands:
NET STOP FaronicsCoreEventReceiver
NET STOP FaronicsCoreService
NET STOP "Faronics Core 3 Event Receiver"
C:\Program Files\Faronics\Faronics Core3\Console\Faronics Core
Migration tool\FaronicsCoreMigrationTool.exe /t
NET START FaronicsCoreEventReceiver
NET START FaronicsCoreService
NET START "Faronics Core 3 Event Receiver"
This command will transfer the event data for all workstations between the Core Console 2.4
database and the Faronics Core 3.0 database. If required, you can select to only move the data for
the workstations that are currently managed by Faronics Core 3.0 by specifying the /m switch at
runtime as below:
NET STOP FaronicsCoreEventReceiver
NET STOP FaronicsCoreService
NET STOP "Faronics Core 3 Event Receiver"
C:\Program Files\Faronics\Faronics Core3\Console\Faronics Core
Migration tool\FaronicsCoreMigrationTool.exe /t /m
NET START FaronicsCoreEventReceiver
NET START FaronicsCoreService
NET START "Faronics Core 3 Event Receiver"
This utility assumes that both databases are in the same instance. If they are not, the Faronics
Core Console 2.x database must be moved to the same SQL instance as the Core Database (FC3).