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How to Migrate ArchiveOne Enterprise to a new server

  • Type: Knowledgebase
  • Date changed: 3 years ago
Solution #00007466

Scope: 

ArchiveOne Enterprise, v6.5 or later

Answer:

OVERVIEW

This article explains how to migrate the ArchiveOne Enterprise software installation to a new server. This should be conducted as a separate operation to upgrading the ArchiveOne server. You should either migrate the same server and install the same version on the new server before upgrading, or first upgrade the existing installation before migrating to a new server.

If you are running an older version of ArchiveOne Enterprise where you have a separate Policy and Compliance installation (v6.5.3 and earlier versions). It is recommended that you upgrade to the latest version before proceeding with the migration to combine Policy and Compliance into a single implementation.

Please note that changing the location of the Add-ins share will require a new license key for ArchiveOne Enterprise to reflect the name of the server hosting the Add-ins share, i.e., the Configuration Server. You should make a request for a new license key prior to performing the steps outlined in this article.

HOW TO STEPS

To migrate ArchiveOne to a new Archive server:

1. You will need to note your existing configuration so you can re-enter these details during the installation on the new Archive server to maintain the current configuration:

     1. ArchiveOne Enterprise version 6.6 and higher – How to Determine the Current Installation Configuration Settings

2. If any policies are currently running, you should stop these:

      1. Open the ArchiveOne Admin console.

      2. Right-click the Policies node and select ‘View Status…’.

      3. If either the first phase or second phase is currently running, click the ‘Stop’ button.

       • If ArchiveOne v7 or later, you should check this for all tabs on the Status window (Mailboxes, Journals and PSTs)

3. On the old Archive server, you should prevent any further archiving from taking place whilst the migration is in progress by stopping and disabling the ArchiveOne services. Users will now be unable to retrieve any 
messages from the archive until you have completed the migration process.

      1. Open the Microsoft Services Console (services.msc).

      2. Stop and disable the 'ArchiveOne Monitor Service'.

      3. Stop and disable the 'ArchiveOne Service'.

      4. Stop and disable the ‘ArchiveOne Data Manager Service’.

      5. Stop and disable the 'ArchiveOne Journal Archiving Service' (if present).

      6. Stop and disable the ‘ArchiveOne Journal Data Manager Service’ (if present).

      7. Stop and disable the 'ArchiveOne PST Service'. (if present).

      8. Stop and disable the ‘ArchiveOne PST Data Manager Service’ (if present).

      9. Stop and disable the 'ArchiveOne BMA Service' (if present).

    10. Stop and disable the ‘ArchiveOne BMA Data Manager Service’ (if present).

    11. Stop and disable the ‘ArchiveOne Collection Coordinator’ (if present).

    12. Stop and disable the ‘ArchiveOne Case Management Service’ (if present).

    13. Stop and disable the ‘ArchiveOne CloudDR Sync’ (if present).

    14. Stop and disable the ‘ArchiveOne FilterService2’.

    15. Stop and disable the ‘ArchiveOne FilterServicex642’.

    16. Stop and disable the ‘ArchiveOne Index Optimizer’ (if present).

    17. Stop and disable the ‘ArchiveOne Mailbox Permissions Service’ (if present).

    18. Stop and disable the ‘ArchiveOneWebSupport’ (if present).

2. Install ArchiveOne on the new Archive server.

      1. Run the installer on the new Archive server: see How to: Install ArchiveOne Enterprise (Policy).

      2. Use the same configuration information as noted in Step 1, except specify the Configuration Server as 'the Local Machine' to create a new Add-ins share locally on the new Archive server. You can then move                     the Add-ins share from the old Archive server to the new Archive server as in step 3.

3. Once ArchiveOne has been installed on the new server, you will need to move the Add-ins share to the new server:

      1. On the new Archive server, open the Microsoft Services Console (services.msc).

      2. Stop and disable the 'ArchiveOne Monitor Service'.

      3. Stop and disable the 'ArchiveOne Service'.

      4. Stop and disable the 'ArchiveOne Journal Archiving Service' (if present).

      5. Stop and disable the 'ArchiveOne PST Service' (if present).

      6. Stop and disable the 'ArchiveOne BMA Service' (if present).

      7. Rename '\\NEWARCHIVESERVER\Add-ins\AOnePol' to '\\NEWARCHIVESERVER\Add-ins\AOnePol_NewInstall', where 'NEWARCHIVESERVER' is the NETBIOS name of the new Archive server.

      8. Copy '\\OLDARCHIVESERVER\Add-ins\AOnePol' to '\\NEWARCHIVESERVER\Add-ins', where 'OLDARCHIVESERVER' is the NETBIOS name of the old Archive server, and 'NEWARCHIVESERVER' is the NETBIOS name of the new Archive server.

      9. Open '\\ NEWARCHIVESERVER \Add-ins\AOnePol' and rename 'AFSettings.C2C' to 'AFSettings.C2C.OLD'.

    10. Copy '\\NEWARCHIVESERVER\Add-ins\AOnePol_NewInstall\AFSettings.C2C' to '\\NEWARCHIVESERVER\Add-ins\AOnePol'.

4. If SQL was installed on the old ArchiveOne Server then you will need to migrate the ArchiveOne databases to the new SQL instance. If the SQL instance for ArchiveOne is hosted on another remote server which is 
not being decommissioned, then you can continue to use the existing SQL instance and skip this step. ArchiveOne creates the following databases:

      1. AOneAudit

      2. AOneCaseManagement (only in v6.6 and earlier, if Advanced Discovery is permitted by your license key and you have installed the Case Management Service component)

      3. AOnePartitionData

      4. C2CBrowseArchiveFolders

4. C2CAOneConfig (Only version 7 or later) 

These databases can be migrated by a number of methods, see Microsoft’s MSDN advice. Once the SQL database migration has been completed, you should now restart the ArchiveOne services on the new Archive 
server only:

      1. Open the Microsoft Services Console (services.msc).

      2. Enable and start the 'ArchiveOne Monitor Service'.

      5. Enable and start the 'ArchiveOne Service'.

      6. Enable and start the 'ArchiveOne Journal Archiving Service'. (if present).

      7. Enable and start the 'ArchiveOne PST Service'. (if present).

      8. Stop and disable the 'ArchiveOne BMA Service'. (if present).

5. Apply your new license to reflect the change in Configuration Server name.

      1. On the new Archive server, open the ArchiveOne Admin console.

      2. Right-click the 'Status' node and select 'Configure...'.

      3. On the 'License' tab, click 'Review or change license key'.

      4. Enter your new license key and click 'Test and install license'.

      5. Click 'OK' on the license confirmation message and click 'Done' to close the configuration window.

6. If the Search & Retrieval websites are installed on a separate server(s), these will need to be reinstalled as the Configuration server has changed.

      1. On each web server, uninstall ArchiveOne Enterprise from the Control Panel.

      2. Install the Search & Retrieval websites component as follows, specifying the new Configuration server: How to Install the Search & Retrieval website on another server


7. Once the new Archive server has been installed (and the Search & Retrieval websites have been reinstalled if required), you will need to review and confirm the System Configuration.

      1. On the new Archive server, open the ArchiveOne Admin console.

      2. Right-click the 'Status' node and select 'Run System Configuration Wizard...'.

      3. Run through the System Configuration Wizard, ensuring that all references to the old Archive server have been removed and the configuration settings are correct.

8. If you have moved the Search & Retrieval websites to a different server (for example, from the old Archive server to the new Archive server) and the address for the retrieval websites has changed, you will need to 
update the retrieval URL address stored in the archived messages. This can be done by running a Message link reconfiguration policy: How to update the retrieval link address in archived messages. If you have customized the Search & Retrieval website then you will need to make a note of these changes and apply them again after the Search & Retrieval Website has been installed.

9. If you are using the Laptop Client then you will need to move the Offline Repositories to the new Archive Server.  The Offline Repositories are located under the Temporary Data Location you can check where this is by running the system configuration wizard.  

      1. On the old Archive server, open the ArchiveOne Admin console.

      2. Right-click the 'Status' node and select 'Run System Configuration Wizard...'.

      3. Run through the 'System Configuration Wizard' till you reach 'Server Data Location'.

      4. The directory location that is set here will be where the AOnePol_Offline_Repositories folder is located.

      5. Navigate to this folder location on the server and open the AOnePol_Offline_Repositories folder.

      6. Repeat these steps on the new Archiver Server then copy the Offline Repositories folders from AOnePol_Offline_Repositories on the old Archive Server to AOnePol_Offline_Repositories on the new Archive Server.

      7. Once the Offline Repositories have been copied to the new Archive Server open the Admin Console on the new server and right-click the 'Status' node and select 'Configure'.

      8. Click on the 'Offline Archive' tab and click the 'Synchronize now' button.  This will now reset the permissions on the folders correctly so only the service account and the user have access to their own Offline 

Repository.

10. Test the System functionality to ensure correct operation. It is suggested you:

      1. Run a System Health report and review any warnings or failures.

      2. Run an archiving policy and confirm it completes successfully.

      3. Confirm you can retrieve archived messages via the Quick Link Client and/or via the retrieval link in the message stub.

11. If you are decommissioning the server that is hosting your archived mail (Repositories) then you will also need to move them to a new location as well. Follow the steps in the KB article How to move Mailbox Repositories and How to move Journal repositories.

Once you are satisfied the new Archive server is functioning correctly, you can uninstall ArchiveOne from the old Archive server.