Description of the Information Server Migration Wizard (ISMW)

Article:TECH113498  |  Created: 2007-01-16  |  Updated: 2009-01-12  |  Article URL http://www.symantec.com/docs/TECH113498
Article Type
Technical Solution


Issue



What can the ISMW be used for?


Solution




Use the migration wizard to quickly and easily move data from user-selected source Information Servers (IS) to a target IS. The following types of data can be moved:
  • User properties - defined on the General, Task List, Query Info, and Credential Databases tabs of a user's Properties dialog box, and the user default report style settings
  • Credential databases - including assignments to migrated users
  • Query Binders, Task Lists, and Report and Export Settings - stored in the Pre-Defined, Shared, and My Items folders, and the contents of the Task Status dialog
  • Licenses - stored on the source IS (unless a duplicate license)
  • Named and Default Scopes - stored on the source IS

NOTE: The migration wizard does not migrate bv-Control product-specific configuration settings. After you migrate data to a target Information Server, you should configure it with bv-Control product-specific configuration settings. Refer to your bv-Control product suer guide for information on product-specific configuration.

WARNING: When the migration begins, the migration wizard terminates all tasks that the source and target Information Server computers process at that time. Data from any tasks in progress is lost. Make sure that no tasks are in progress before beginning the migration process.

To Migrate Data from a Source Information Server

1. Launch the ISMW from the Programs menu.

2. In the Welcome panel, click Next.

3. In the Source Information Server Selection panel, type or select the Information Servers that contain the data to migrate. Click Next.

4. In the Target Information Server Selection panel, type or select the Information Server to which the data will be migrated. Click Next.
    NOTE: The only option is to select one target Information Server.

5. In the User Migration Selection panel, to migrate user properties or the items in users' My Items folders, select the source Information Server users, then click Next.
    NOTE: If no source Information Server Users were selected, the Credential Database Migration panel appears. Skip to step 9.

6. In the User Mapping Selection panel, map the user accounts on source Information Servers to user accounts on the target server. The User Mapping Selection panel first displays all the unmapped source Information Server users. Choose one of the following options for mapping users:
    • Check Show All Users to view all source Information Server users that have been automatically mapped to Windows accounts for the target Information Server computer.
    • For each unmapped user, click Browse (...) and select a valid Windows account for the target Information Server.
When all users are mapped, click Next.

7. In the Administrator Selection panel, select the users to assign RMS Administrator privileges to, then click Next.

8. In the User Configuration Selection panel, for each mapped Information Server user, select the Information Server that stores the user properties that should be on the target Information Server when the migration is complete. After the settings are selected for each user, click Next.

9. In the Credential Database Migration panel, for each source Information Server, select the Credential Databases to migrate to the target Information Server and click Validate. Provide the password for the credential databases. Click Next.
    NOTE: Migrated credential databases will appear on the target computer with the format {Source_ComputerName}_{CredentialDatabaseName}.

10. In the Item Type Selection panel, select the types of items to migrate. Type or select the new path for the Query Binders or Task Lists on the target Information Server. Click Next. Choose either of the following options for handling items with duplicate names:
    • Click Always Overwrite to automatically overwrite migrated Query Binders, Task Lists, and Export and Report Settings when the ISMW encounters other items with the same name and path.
    • Click Generate Unique Name to migrate all Query Binders, Task Lists, and Export and Report Settings, and to change any duplicate names to unique names.

11. In the Folder Selection panel, for each source Information Server, select the folders with contents to migrate to the target Information Server. Click Next. Only items of the types that are selected on the Item Type Selection panel are migrated.

12. In the License Migration panel, review the list of licenses that will be migrated to the target Information Server. Clearing the Migrate License option prevents any licenses from being migrated. Click Next to continue.
    NOTE: If duplicate licenses are encounters on the source and target Information Servers by the ISMW, the Duplicate License Errors dialog box appears. Duplicate licenses cannot be migrated. Migrating a license moves or copies the license from the source Information Server. After a license is removed, it can no longer operate the associated RMS product or feature.

13. In the Migration Summary panel, review the list of data that is migrated, then click Migrate.

14. After the migration is complete, click Next.

15. In the Completing the Information Server Migration Wizard panel, click Finish.
    NOTE: For detailed information about migration, click Help in the Migration Wizard panels or refer to the Supplement-MigrationWizard.pdf file contained in the ISMW installation files.






Legacy ID



2007101620580253


Article URL http://www.symantec.com/docs/TECH113498


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